10 Wrike Pro Tips for the Master Multitasker
Wrike is among the best options for a business organisation that needs to spin up a project management platform chop-chop. The administrators and team leaders who are managing teams, tasks, and projects are multitaskers past nature, and Wrike excels at helping them juggle all of that information while keeping tasks organized and project workflows moving. The following are 10 features, tools, and hidden Wrike tricks to make managing multiple projects as transparent and stress-costless as possible.
ane. Custom Workflows
One of Wrike's biggest feature additions in 2022 was custom workflows, allowing account administrators to modify default workflows to rename or rejigger statuses and create additional workflows for specific teams. These custom workflows brand more than contextual sense for specific folders, projects, and teams, particularly when dropped into a dashboard broken down into different stages. For a projection administrator or team leader especially, seeing workflows cleaved down into columns such as Approved, In Progress, In Review, etc., makes the overview and management procedure easier when tabbing between multiple folders and tasks.
The custom workflows themselves are color-coordinated in stages as with normal workflows, breaking downwardly agile, cancelled, finished, or on-hold tasks within a workflow. At the same time, you can add together custom workflows sitting parallel in the dashboard that evidence the specific associated stages in the design, development, or marketing teams, for instance, with completion percentages in some other workflow next to that. If your business sprang for a Wrike Enterprise account, take advantage of the custom workflows managed from your primal dashboard.
2. Folders, Folders, and More than Folders
Folders are arguably Wrike'southward most ubiquitous organizational tools. The platform has different types of folders for everything, each with a dissimilar set of permissions and customizable designs to create an intuitive projection direction file cabinet. First, information technology's important to pack the Data section in each binder with as many details as possible nigh project goals, squad members, squad contact information, and progress on dissimilar tasks. Wrike designs folders to be easily transferrable from squad to team, and the more than information you lot lay out on the comprehend, the less digging the next user will have to do.
When it comes to the folders themselves, you can break them downward into different types for specific use cases. To save fourth dimension on task management, an organisation can create a dart binder where teams drop diverse tasks to keep everyone updated on projection progress. For form emails, a support squad can create a Templates folder from which to pull consistent responses during customer interactions. There are likewise Private folders for sensitive man resources (Hr) issues or merely a binder set to "Only for Y'all" permissions to use equally a granular organizational tool. Finally, teams can employ Subfolders to share project information exterior of Wrike over specific date ranges, exported as a Gantt chart or Microsoft Excel file.
iii. Real-Time Reports
Some other newer feature is Wrike Reports, which automatically generates a real-time visibility written report of project statuses and progress, with one-click functionality from the Wrike dashboard. In the Reports tab, a project administrator or team leader can select specific projects or tasks, decide from which teams to pull information, add filters (such as project owner, status, or starting time/finish/creation date), and generate either a bar or table graph. These kinds of reports are useful for daily or weekly progress updates but can besides be tailored to evidence metrics such equally team activity and performance. The data visualizations aren't fancy simply they tin be created quickly using the nearly relevant data.
4. Tag Everything
Wrike users tin create unlimited tags for folders and tasks; they piece of work similarly to the quick tagging constitute in collaboration tools such equally Evernote Business concern in that the tags work non only every bit organizational tools only to associate different projection elements and documents together. You can tag a task with multiple relevant folders simply by dragging and dropping it into the folders, tagging the chore as associated with each folder without duplicating information technology. Wrike keeps track of all the changing tags associated with a task, so this as well helps map the task'south status over fourth dimension, across the unlike projects and teams with which it's associated.
five. Sort Through the Task Backlog
Chore sorting is a natural part of managing projection workflows but, when prioritizing, it's easy to let too many tasks slide into a Backlog section, taking up more and more than of your Wrike timeline. So, inside a folder, tasks are listed either chronologically or by whatever custom lodge you've sorted them. Wrike lets you lot sort tasks by priority, date, status, and championship. To force your team to tackle a backlogged task, set a folder to priority, then drag and driblet the backlogged tasks into the order you desire to bank check them off. Sorting by priority overrides dates, status, or championship, keeping those backlogged tasks forepart and centre until you check them off the pile.
6. Integrate and Automate
Wrike is continually adding new integrations across different Software-as-a-Service (SaaS) applications including Google's and Microsoft's function suites, different cloud storage services, marketing and help desk platforms, online survey tools (such every bit SurveyMonkey), and collaboration applications (such as Slack and Atlassian HipChat).
These are all useful ways to merge more of your overlapping business processes into one place, just these integrations can be peculiarly useful for automating some of the manual aspects of managing projects and tasks. Wrike integrates with both class-automation service Wufoo and automated activeness tool Zapier, letting users automate recurring project entries with project requests funneling into Wufoo's automatically populating forms (executed by Zapier into new projects without manually forwarding project requests or filling out new project and task entries).
7. Pile On the Templates and Widgets
The Wufoo/Zapier integration is great for automating recurring workflows, just so are Wrike'due south custom templates. To create a custom template out of an existing project or task, right-click on that chore in a folder and duplicate it with a new title. Information technology also lets y'all copy the descriptions and notes y'all've included forth with the task or project, and even lets you copy over the same users if it'south a specific squad that volition be reusing the template. Y'all should never have to manually copy a project or task. Y'all can also create a template based on multiple tasks by setting those specific tasks to a "deferred" status and repeating the duplication process. Templates are one of the areas Wrike actually shines, giving it a tasking and productivity border over similar project management solutions such as Basecamp.
Widgets are another way Wrike helps you salve fourth dimension. There are pre-built widgets such as Assigned To Me and Due Today/This Week, but the feature is more valuable when creating custom widgets to monitor specific projects, tasks, or team members. In a project or task folder, right-click on the item and choose Add to Dashboard to create a simple widget to drag and drop onto the dashboard every bit you please.
viii. Go Across Simple Search
Wrike'southward bones keyword search is quick and useful to observe a task or projection containing sure words, just the platform's avant-garde search feature gives you a much more than powerful engine to search within specific fields to find keyword in a comment, clarification, or title. Advanced search can also help you discover attachments by letting yous search file names. There's no special push button or option for advanced search; yous merely brainstorm typing in the primary search bar (or the search bar within a specific binder) and use quotation marks to specify a field, words, or projects to omit. You can besides specify additional parameters such as adding an "@me" tag to find search results in which you lot have been mentioned by name.
ix. Make Email Useful Again
Wrike'south email integrations make it easy to create and edit tasks from Gmail or Microsoft Outlook on both desktop and mobile, allowing you to turn emails into action items and assign them directly to team members. Through those integrations, you tin can besides see Wrike @mention notifications in your inbox, add emails directly to Wrike folders, and respond to comments directly from email.
On mobile, the Wrike Android and iOS apps also offer a new smart inbox feature to scan, sort, and annal messages with quick swipes, along with the ability to temporarily hide individual or group messages into different bundles, consolidating what used to be Wrike'southward Activity Stream & Notification Centre. Every bit with Google'due south new Inbox application, it's a way to reduce the ataxia and make electronic mail a platform on which users can actually become things done (rather than constantly sifting through and cleaning it upwardly).
10. Plow Your Smartphone Into a Project Control Centre
Along with the new smart inbox, Wrike's mobile applications for Android and iOS can do just about everything the web application can. The Wrike applications include a single chore view with date and consignment functionality, quick task cosmos and swipe actions, and (on the Android application) a dual view for tablets. Project managers and teams shouldn't feel constricted by a spider web-only mindset in 2022. Much of the time, information technology's easier to open the mobile awarding on the wing, check off a task, and move on with your day.
This article originally appeared on PCMag.com.
Almost Rob Marvin
Source: https://sea.pcmag.com/productivity/10181/10-wrike-pro-tips-for-the-master-multitasker
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