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 […]
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Governance in Wrike means having a clear, repeatable process for how the account is maintained, how changes get made, and who is responsible for keeping it all working. Here is one governance practice in detail. During the phase where teams are building habits, learning the system, and identifying what additional support they need, hold a
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Role: Project Manager and Systems Designer Client: (Client name changed for privacy.) Headquarters: Connecticut Industry: Commercial Cleaning / Franchise Operations Year: 2023 Team Size: 6+ staff members Tools: Asana Areas Impacted: Customer Management, Finance, Operations, Vendor Management Client was a commercial cleaning franchise that manages operations across several locations. Their cleaning teams serve business clients
Here is a range of approaches worth looking at to get new team members productive in Wrike faster. The most common version of Wrike onboarding goes like this: the new person gets an invitation email, someone shares a link to the Wrike knowledge base and maybe a few training webinars, and then they are left
Using Wrike for Team Onboarding Read More »
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 »
Anyone who has ever moved data from one system to another has almost certainly run into duplicate records on the other side, especially when moving from multiple tools that were similar into a single workspace. This could be contact information that appears twice, or projects and tasks created once during a test run and again
Duplicate Records During Migration: Why They Happen and How to Handle Them Read More »
