A lot of Wrike accounts have no documentation. When the person who built the account and knows how it works leaves, or is on leave and something is needed, that knowledge is simply not available. Nobody can explain why things in the account are the way they are, and making changes becomes risky since nobody […]
How to Document Your Wrike Setup Read More »
Getting more serious about your Wrike setup means running into the question of whether to use Templates or Blueprints. They both serve a similar purpose and give you a starting point for new work, but they work differently and have different capabilities. My preferred choice is Blueprints. How templates work A template in Wrike is
Blueprints vs Templates in Wrike: What Is the Difference and When to Use Each Read More »
When building internal tools or project management setups, most of the time goes into the fields, folders, automations, and dashboards. Very little time is spent on what those fields and buttons say, and that is a missed opportunity. The language in your tool shapes whether people trust it, understand it, and come back to it.
The Words in Your Tools Are Doing More Than You Think Read More »
Moving tens of thousands of records, such as contacts, projects, tasks, transactions, or documents, carries a risk of duplication. The stakes here are higher and the margin for error is smaller, so getting it wrong creates problems that could last a long time. Here is how I approach it. I plan before anything is touched.
Migrating Large Records or Data Sets with a High Risk of Duplicates Read More »
The most common setup for recurring work is recurring tasks. You create the task once, set it to repeat on whatever schedule the work requires, assign it to the right person, and it appears in the system automatically when it is due. Each recurring task should include when the work needs to run, when it
Managing Reminders and Recurring Tasks in Wrike Read More »
Teams running any form of agile methodology in Wrike have probably run into the burndown chart question. Can Wrike show you a burndown? The answer is not natively, in the traditional sense. The feature that most directly addressed the burndown request is Baselines in the Gantt Chart. A baseline lets you compare your project’s current
Burndown Charts and Agile Reporting in Wrike Read More »
