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Trevor Tollefsbol

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I am a mechanical engineer who has worked in product design and development for more than a decade. I have a passion for combining aesthetics with sound engineering practices, as well as a love for product and project management. Get me excited about learning something new, and I'll have a laser focus on becoming an expert no matter what the subject, software, or activity is. Your shared knowledge is my gain, and I hope to give the same in return. Cheers!

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Последние действия Trevor Tollefsbol
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  1. Сообщество
  2. How To
  3. Custom Workflows - Status Triggers

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  1. Сообщество
  2. How To
  3. Custom Workflows - Status Triggers

Hi Lauren Todd, Nice workflow, and very similar to how we structure ours.  We add an additional status with our approvals when they are rejected so we can see that the task moved through the approv...

  1. Сообщество
  2. Best Practices
  3. Approval workflow vs Approval feature

Hi Roxane Carrier, To keep our workflow consistent and clean, we only use workflow driven approvals.  95% of the time, there is a document that must be reviewed with the approval, so we add that do...

  1. Сообщество
  2. Best Practices
  3. DFMEA "Risks" Log by Project

Hi Lea Labastida, No worries!  I will do my best to get you un-stuck.  For our business, it makes the most sense to have a risk register in every project, because most projects are unique products....

  1. Сообщество
  2. Best Practices
  3. DFMEA "Risks" Log by Project

Hi Lea Labastida, I have not made a video of this, but if you have any specific questions or steps you are getting stuck, I am happy to answer what I can. Cheers! Trevor

  1. Сообщество
  2. Product Feedback
  3. Advanced auto-follow settings

I have upvoted Florian Kislich's post here.  I would like the added functionality to globally turn off auto-follow tasks when someone @mentions you.  The problem this creates in our organization is...

  1. Сообщество
  2. Product Feedback
  3. Automate Due Date Based on Task Status Change

Hi Anna Wallace, as always, great minds think alike!  Yes, we use the same automation for a workaround, but definitely not sufficient for our needs and prone to user error.  How many times have you...

  1. Сообщество
  2. Weekly Release Notes
  3. [From Wrike] What's New In Wrike - October 2021

I don't yet see the benefit of Work Templates over Blueprints.  Our Blueprints already have pre-assigned users and custom fields.  In addition, any user can create a new project using a request for...

  1. Сообщество
  2. Brought to You By Wrike
  3. [Use Case Templates] Structured Projects ✅

Thanks for sharing.  One suggestion to new users is to also be conscious of how you want to structure your reporting.  If you wish to create a task status report organized by Project, the report wi...

  1. Сообщество
  2. Best Practices
  3. Reviews via Workflow, Task or Something Else?

Hi Sadie E, To create a dashboard showing your outstanding approvals, use the following steps from your Dashboards panel: Hit the dropdown menu and create a new dashboard with a meaningful title.  ...