One of the most common things people want to surface in a Softr portal is a count showing how many records are in a list, table, or grid, how many requests came in this month, how many items are at a particular status. Airtable holds the data but does not allow for this without some […]
How to Show Record Counts from Airtable in Softr Read More »
Client: (Client name changed for privacy.) Role: Operations and Systems Designer Headquarters: Australia Industry: Retail / E-commerce Team Size: 11-50 employees Year: 2023 Areas Impacted: Operations, Product Management, Marketing, Sales The tools behind the product pipeline. The operations lead at this business had already put in the effort to define a solid product launch process.
Online D2C Tile Retailer Reduced Product Launch Delays Using Airtable 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 »
Wrike is not a dedicated procurement system, but your team can configure it for purchasing. Here are some approaches that work. A full procurement workflow in Wrike This first setup uses a purchase request form as the entry point. Every purchase starts with a form submission that captures all the data the procurement team needs.
Using Wrike to Track Purchasing and Procurement Read More »
Request forms and blueprints are two of the most useful features in Wrike, and they are far more powerful together than either is alone. This combination is what efficient work intake looks like at scale. Here is how the combination works in practice. A request form captures information at the point of intake, including the
How to Use Request Forms and Blueprints Together in Wrike Read More »
Automations in Wrike save time when they are set up well and maintained. A Wrike account that has been in use for a year or two typically has automations that were set up at different times, by different people, with different levels of documentation. Here are some practices you and your team can use to
How to Organise Your Automations in Wrike Read More »
