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Ryan Nelson

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Голоса по действиям Ryan Nelson
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  1. Сообщество
  2. Best Practices
  3. auto-assign the task from a submitted request form to the Wrike user who submitted the request form

We wanted the same thing so we created a drop down menu with the staffs name and then selected to add assignee when the staff is selected and choose the staff that matches the drop down option. Mak...

  1. Сообщество
  2. How To
  3. Question About Blueprints

Hi Kalyn Switzer Here is an example of a request form we use when someone resigns. I choose this as it is the most simple example I stated above. we use some more complex request forms that take th...

  1. Сообщество
  2. Best Practices
  3. Share tasks between multiple Spaces

One thing that we do to help to ensure that the right people are seeing what they need to see, especially when there is collaboration across multiple teams, is that our executive team has access to...

  1. Сообщество
  2. Best Practices
  3. How do YOU use blueprints? Help and Inspiration

Hi Aurora,  We use Blueprints as templates, but we use Request forms to create projects from those templates. When we set up the Blue Print we run it through a mock project with typical due dates a...

  1. Сообщество
  2. How To
  3. Question About Blueprints

One thing you could do is to everything over to active tasks from Blueprints, and align new start and end dates is to create a request form that people could fill out that would duplicate the blue ...

  1. Сообщество
  2. How To
  3. Workflows & Assignee Changes

Hi Anna Wallace, I believe the new automation could help you here. I have been playing around and here is a way I think you could incorporate the status change and get the notifications correct. Wh...

  1. Сообщество
  2. How To
  3. Set up task to start 30 days after another task

Hi Keith, You will want to still use dependancies, and you will want to use a start start (SS) dependancy plus 30 days.  For example you have two tasks setup in the Gantt Chart. In my example Task ...

  1. Сообщество
  2. How To
  3. How to create new top-level Folder/area?

Hi Charles, It looks like this changed when Wrike introduced the Spaces piece. You used to have a team name, that was generally your company name where newly created top-level folders were placed. ...

  1. Сообщество
  2. How To
  3. Duplicate question or page in a request form

Michelle, As far as I know there is not a way to take some questions from one request from and add to a different request form. What you can do, as I am sure you already figured out since you asked...

  1. Сообщество
  2. Best Practices
  3. Share your workflows!

We have many, even though we are not a marketing or a project managing company, here are some workflows that we use for our internal processes.  Bill Tracker/Work Expense tracking.  We use this to...




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