A knowledge base in Wrike is a space or a section within a space that holds the information your team needs to work effectively, such as how to use the tools, what the processes are, who is responsible for what, and where to find things. Done well, it will reduce the number of times people ask the same question.
Folder structure
The most common and functional structure is one knowledge base per team or department, not one central knowledge base for the whole organisation. Maintaining a Knowledge Base folder within each team’s space means team members see the knowledge base most relevant to their work, and anything relevant to multiple teams can be cross-tagged into both.
You can append team acronyms to folder names in square brackets so folders across different spaces are clearly identifiable when cross-tagged.
For small teams, one central knowledge base is fine. A single structure works well: client folders containing project folders, each with an admin sub-folder holding scope, budget sheets, and reference material which is simple and maintainable.
Training resources
The most helpful training for new Wrike users tends to be Wrike Discover’s learning tracks. Some teams use a tiered onboarding system, where a beginner track and an individual track are mandatory for all new regular users, a champion track is optional for team champions who need deeper knowledge of features like blueprints and request forms, and a leader track is optional for managers and team leads.
You can create your own training materials, custom videos, PowerPoints, and dashboards, specific to how your team uses Wrike. This is often described as invaluable for onboarding. The advantage of team-specific training over generic Wrike training is that people learn how your account works, not how Wrike works in the abstract.
Cross-linking your knowledge base into other internal channels and the company intranet means everything is connected. Finding information does not require knowing which tool to look in.
Onboarding new team members
You can build a 101 onboarding blueprint that covers all the standard topics: the office, the company, tone of voice, HR trainings, account setups, and anything else universal. Role-specific and team-specific content is added as modular blueprint tasks on top of the core. A request form triggers the main blueprint and adds the relevant modules based on the new team member’s role.