How to organize work of departments in Wrike

Published by Valerie | Friday, 09 November, 2007

If you manage a company, you may need to keep track of every team or department separately. In this case, you create "Marketing" and "Sales" folders of tasks shared with your marketing managers and sales representatives appropriately. Then you put new tasks in the relevant folder.

However, often the responsibilities of the team members can intersect. For example, when you are going to participate in a fair, your marketing managers have to prepare exhibition place. Sales representatives care about matchmaking. Both of them work on the presentation of your company.

The tricky part of organization of your plans lies in the necessity to share the tasks related to the fair with all the specialists involved. In this case, and simply add one more folder that is included in the "Marketing" and "Sales" folders simultaneously. Hence the folder “Fair” is inherently shared with both teams: marketing and sales while other tasks are separated:

If your company participates in multiple events, you may want to separate events from other activities. Feel free to include the “Fair” folder right there, regardless hierarchical levels:

You may be also interested in How to customize statuses, How to organize goals and milestones, How to better organize projects and events, How to organize client projects in Wrike.

Category: Project Management, Tips and Tricks

2 Comments

Published by Glen Eggen, Friday, 07 December, 2007

That’s great that you can organize work of several departments in Wrike. We already have groups for marketing and sales in our workspace. For sales our tasks looked more like “call Mr. Simpson” or “make sure Mr. Smith’s order is ready by the end of the week”. Since the number of our customers is growing and it becomes hard to control email communications with each client. So we figured it would be much more convenient just to get all the information on each customer into Wrike, so that everybody from the sales could access it any time. However, we it seems sort of strange to input a client’s information as a “task”. Don’t you agree? I would suggest you make changes in you terminology. For example, you could change the term “task” into “item” or something like this.
Published by Andrew Filev, Friday, 07 December, 2007

Glen,
This is a good idea. We already heard this opinion several times. Some people in our team agree with it. Our main concern is that by calling everything "item" we may confuse newcomers a little bit.
Right now the learning path looks like this: people start creating tasks, then they realize how system works and start to creatively apply it.
All in one, there are pros and cons to both approaches. We are not against renaming "tasks" to "items", but that is not on the top of our list right now.
If we hear more feedback in this area, we will probably raise the priority.
----
Readers,
If you want to join this discussion and express your opinion, you are very welcome.

FREE 30-Day trial

of the full-featured Wrike professional version

Categories: