7 Eye-Opening Tips to Stay on Top of Your Marketing Projects

Published by Vitaly   |  Monday, 16 January, 2012
Are you tired of having your information spread out in disconnected files, e-mails and papers around you? Do you feel you are constantly missing something important? Do you believe you and your team can collaborate more productively? 

Dave Anderson, Director of Sales & Marketing in UK2 Group, a global hosting provider, had similar problems before he started using Wrike in his department a couple of months ago. 
 
"Before Wrike, I had everything written down on multiple sheets of paper. At the end of every week, I spent hours on taking them all, consolidating, reprioritizing, and figuring out if these are the most recent notes or if there are some newer notes somewhere."
 
After adopting Wrike, Dave's entire marketing and sales department productivity increased by 25%!  This story is a great example of how management practices and a team's productivity can be improved with the help of an appropriate tool.  Today we are glad to share Dave's experience with you in our new podcast: 
 

Here's a list of 7 eye-opening things to do to help you boost efficiency in the management of marketing projects:
 
1. Don't get drowned in the data flow
It's not uncommon for marketing departments to be overloaded with campaign plans, sales reports, stats and multiple document versions. What a relief to know that the latest piece of data is always at your fingertips!

"We ended up with going with Wrike primarily because it had all of our projects in one screen, and we could easily manipulate back and forth between those projects,"  Dave says. "We just log notes to the tasks, and Wrike sorts it all for us, the most current ones." 

 
2. Ensure you can descend with ease from the bird's-eye view to tiny project details 
To run a project successfully, you need to have the full overview of it with all completion dates, as well as the ability to drill down instantly to any particular task detail you are interested in right now.

"In Wrike, I see everything that I need in one view, not way too much information or not enough information to estimate the progress. It actually ended up a perfect fit that way," Dave comments.

 
3. Take your office anywhere instantly
Trade shows, meetings with customers and partners outside the office, business trips, and working from home in the evenings... Rather than having papers scattered everywhere, now Dave can take his office with him anytime, anywhere:

"I can go home or pull up Wrike anywhere in the world and have all the project folders in the same place. On the road, I just pull out my iPhone and plug in new updates and check on the status updates from the team."

 
4. Collaboration is vital, so share smartly! 
Some tasks are to be done by a single team member, while others require collaboration. Wouldn't it be convenient to have all of the team's data stored in a central place, while the project view of other team members never gets cluttered? That's easy to do with Wrike's selective sharing!

"The thing that I love about the system is that everyone can have their own unique environment within Wrike. Team members have their to-do lists within their own view, and if they are collaborating with other team members, they just easily add other people to these tasks," Dave says. 
 
Selective sharing also helps you create a common workspace for a distributed team: "Now with shared folders, remote employees don't feel as remote. They feel like they are a part of the organization," Dave adds.
 
 
5. Keep worthy ideas safe for tomorrow
Quite often, you may not have enough resources to implement all of the great marketing ideas right away. Store them as "deferred" or "backlogged" in Wrike to get back to them at the right moment!

"When we have brainstorming sessions, I add everything to Wrike. It's very easy for us to bring all those ideas right back to the forefront of our mind and to figure out whether now is the right time to implement them, now that we have some freed-up resources," Dave comments.

 
6. Time is precious, so make the most of every communication!
For a busy head of a marketing department, it's important to be efficient in both downward and upward communications. At the meetings with your direct reports, you can instantly filter out the tasks in Wrike by assignee for any given time period and give them immediate feedback on their productivity.

"I also have a folder specifically for the president's approval. This way, we are able to save a lot of time, as we don't necessarily need to meet on every single topic of discussion. If a resolution wasn't agreed on at a certain time, the task just stays there, and I don't have to write hundreds of reminder notes," Dave says.

 
7. Balance work and personal life
No matter how busy you are, you shouldn't forget about your personal life. Wrike is as efficient for work projects as for birthday shopping and party planning!

"I can mix my personal to-do lists and work in one workspace in Wrike. So whether I'm home or on the road, I find everything in one place from the personal perspective, as well," Dave says.

___
 
We enjoyed the podcast with Dave and believe it provides valuable, first-hand experience and useful examples of how the right technical solution can significantly improve planning and productivity in marketing teams. If you have helpful tips to share, too, we'd be happy to know about them!
 
 

Secrets to Getting Projects Done in Less Time

Published by Vitaly   |  Tuesday, 10 January, 2012
The secret of efficiency in project management is pretty simple: You don't need to do everything; you need to do everything that's important.

But with tight deadlines, lots of people and multiple projects, planning  your time can be very tricky.  
 
In our new podcast, we discuss this issue with Matt Bullock, a COO at Base Camp Franchising. Matt successfully coordinates dozens of projects for almost 100 franchise retail stores nationwide under 2 brands: Kid to Kid and Uptown Cheapskate.

Matt has first-hand knowledge of what it means to manage multiple project groups with their own goals, priorities and working habits. He knows precisely how crucial it is to have a clear picture of all projects to allocate resources between them, especially when you plan hundreds of tasks for a really large team. 

"At some point, we decided to bring all that to a system, rather than continue trying to work through the Outlook Calendar," comments Matt Bullock. In less than three months of using Wrike, Matt systematized all his team's tasks and projects in one place.

After that, he implemented four management rules that dramatically changed project planning for Base Camp Franchising and allowed the team to do more in less time with better quality.

If you feel overloaded with tasks and stressed out by deadlines, Matt's experience can really help you out!
 
 

These four rules revolutionized project management in Base Camp Franchising. If you face the same challenges of running multiple projects simultaneously, they might be helpful for your business, too. Here's what Matt advises:

1. Coordinate your team's efforts
This may seem obvious, but in reality, too often people are overloaded with unstructured information when new tasks spontaneously appear from everywhere - via e-mails, phone, Skype, etc.

Employees rarely see the whole picture of the project, so they're not aware of where the team's priorities stand. Consequently, they get out of sync in collaboration. We all have faced situations when, say, it took three days to complete a task, while there were only three people working on it for an hour each. When a worker isn't in the loop with what his peer does, he might have a wrong vision of priorities. People work on things that seem to be the most important for them, but the priorities may be different on the level of an entire project.

To avoid misalignment in his team's efforts, Matt implemented Wrike, which made collaboration in Base Camp Franchising absolutely transparent: "There are two things I like about Wrike. First, it gives me a list of to-dos within each project any time I need it. Secondly, it automatically sends notifications, so that not only me, but all other project contributors are always aware of what they need to accomplish and when."
 
 
2. There can't be too many experts
We got used to the idea that too many cooks spoil the broth. However, with the impact of technology, this proverb doesn't really match modern collaboration.

If your team is able to share information and communicate efficiently, involving experts can help you discover mistakes on earlier stages and avoid losing time  on unpromising projects.
 
"We have an outsourcing coder, and I'm able to pull in other subject matter experts on each particular project. We all work in the same environment in Wrike and thus manage to keep everyone in the loop. We involve more people and produce a better product because of that." (Matt Bullock) 

 
3. Use technologies that save time
Try to minimize the time you spend on collecting status updates and spreading the information between all collaborators. Instead, focus on the activities that add real value to the results you deliver to your customers.

Matt highlights: "Instead of having long meetings in order to know how is the project going, in Wrike, it's like in Facebook, where you post a status on a task when something is happening, and you always know when something has changed or needs to be changed. That helps a lot!"
 

4. Be precise; it really helps! 
Project management is not only about managing projects, but also about managing opportunities.

You should be ready to estimate your resources immediately when a new idea comes up. This way, you don't risk jumping into something that you are unable to accomplish before the deadline.

Matt believes that the Gantt chart is the most efficient tool for making this tip work: "We use the Gantt chart, where we can easily see how much time we have and decide whether we are able to add a new feature or not. I can set task dependencies and milestones, so it's easy to plan to see how changes might influence everything."
 
___

Applying these methods to its project management practices, Base Camp Franchising improved its time planning and made collaboration more efficient. As a consequence, no change can knock the team off the course – it's now able to react way faster than before.
 
Matt admits that Wrike has greatly influenced these improvements and supports his business a lot on the way to achievements. We welcome you to join one of our FREE Webinar, where you'll learn how Wrike can make your business more successful, too! 

Share Task Priorities with Your Team in Real Time

Published by Dasha   |  Thursday, 30 June, 2011

New tasks appear every day. Some of them have urgent deadlines. So every day, you have to adjust the priorities for each project and communicate them to the team. Tons of operations, don't you think? With Wrike, it takes you just a couple of mouse moves to set, adjust and communicate project priorities.

  1. Set and adjust priorities. It's easier than you can imagine. Simply sort the tasks by priority and drag the most important tasks up the list with your mouse. Select "Show descendant" if you want to prioritize tasks in subfolders as well. Whenever you need to prioritize tasks across all your projects, go to "My Folders," select "Show descendant" and drag-and-drop tasks.



















    If you have dozens of tasks, you might want to prioritize them for each person separately (filter the task list by responsible person first).
     

  2. Share and communicate priorities. The best thing about Wrike's priority system is that, if a project folder is shared with the team, the team already knows the up-to-date priorities. How? A person opens a project folder, chooses sorting by priority and voila. He or she sees tasks of the highest priority at the top of the list, just like you do. Every team member instantly sees the automatically updated project priorities with no extra effort from your side. This helps everyone clearly see what they should be focusing on first and promptly react to the changes in the volatile business environment.


Keeping your plan up-to-date and communicating priorities to the entire team is a challenge, but with Wrike, it is a piece of cake. We'd love to know what you think. Have you already used Wrike's prioritization function? Did you learn anything new from this post?

An Easy Way to Skyrocket Wrike’s Speed for Internet Explorer Users

Published by Dasha   |  Wednesday, 18 May, 2011
Wrike works in any popular web browser, be it Internet Explorer, Firefox, Chrome or Safari. However, according to multiple tests, Internet Explorer is the slowest browser when it comes to working with dynamic Web apps, such as Wrike.com. With IE, you may think that an app doesn’t perform well, while it’s actually the browser that reduces your productivity. That’s why we recommend using Google Chrome, since it’s currently the fastest browser on the market.

A lot of our users who switched from Internet Explorer to Google Chrome share their fantastic experience. “I knew from prior communications with the Customer Care team that Wrike performed well in Google Chrome, but I simply had no idea how much faster it is. I never thought to try a different browser. Now I know it makes a huge difference. Wrike is really fast in Chrome.  It’s simply amazing!” says Tom Day from CBIA, a long-term Wrike customer.

In case you cannot change your browser for some reason, you still can have all the advantages of Chrome with its easy-to-install plug-in for Internet Explorer. The plug-in enables you to continue using IE for your everyday tasks and at the same time benefit from the speed of Chrome with sites that support the plug-in, such as Wrike. 

Accurately Manage Your Backlog by Email and Table View

Published by Dasha   |  Tuesday, 11 January, 2011
We finished 2010 with unveiling a couple of very helpful new features: the add-in for Outlook 2010 and the ability to export filtered task lists to Excel. In this post, we’ll introduce the first updates of 2011 that many of you were suggesting to Wrike’s support team.

Whenever you get a valuable idea that doesn’t have to be realized in a fixed timeframe, you can instantly add it to your project backlog in Wrike without even leaving your inbox. To create a backlogged task via email, add the tag [backlog] in the subject of the message that you send to wrike@wrike.com.



If you want to create backlogged tasks often, Wrike offers you another handy solution. You can simply adjust your account settings so that any email you send to Wrike without specifying a date turns into a backlogged task. To do so, click on the “Account” link in your workspace and go to the Personal profile tab. On that page, you can choose how you want Wrike to process emails with no date tags – either create one-day tasks for today, or add these tasks to the backlog. If you choose to create backlogged tasks by default, you can still add one-day tasks for today by adding the date to the email subject in the following format: MM/DD-MM/DD (or DD/MM-DD/MM if you have this date format set as the default in your account).



Another significant addition to Wrike’s scheduling functionality is that backlogged tasks are now reflected in the table view, as well as the list view. The new column in the table view – duration – lets you get a more accurate picture of your plans. By the way, you can easily move the columns by dragging and dropping them to adjust the table view to your preferences.

We hope these features will help you build agile plans and manage your tasks productively in 2011!
 

Explore Table View (Beta) for Fast Task Editing

Published by Valerie   |  Friday, 10 December, 2010
Do you sometimes have to review massive task lists? Or edit many tasks at once in Wrike? If so, you’ll be pleased with the beta release of the new table view for tasks.
 
The table view is a tool that saves you time on adding, reviewing and editing many tasks at once. Compared with the perfectly visualized list view that helps you focus on a specific task, the table view is a compact version adjusted to working with a long list of tasks.
 
The table view simplifies the way information is displayed. Thus, it easily accommodates more tasks on one screen. The table view aggregates subfolders and tasks in a single hierarchy and lets you quickly switch between items with the help of your keyboard. You can move between tasks and details by hitting the arrow keys, and edit the most important task information by hitting “enter.” By the most important task information, we mean the task’s title, start date, end date, status and responsible parties. 


The table view becomes extremely handy if you need to edit a lot of tasks. For example, when you need to mark several tasks completed, or quickly create project that includes many tasks, or reschedule numerous tasks, the table view is what you need! 
 
We value the needs of our customers most of all and always listen to what you have to suggest. Since the table view is still in beta, it would be great to hear your ideas on how we can make this feature even better.
 
P.S. As of today, the table view doesn’t display backlogged tasks. That’s a known issue, and our designers are working on creating layout that would work well with all tasks (both backlogged and planned) and work side-by-side with the timeline at the same time. 

New Wrike: Prioritizing of Tasks Made Easier and Faster

Published by Dasha   |  Monday, 27 September, 2010
The new Wrike provides you with unparalleled flexibility for conveniently organizing your project data and prioritizing your workflow in seconds. This is possible thanks to the cool new feature: drag and drop support for customizing the view of your task list. Now, if you choose to sort tasks in a folder by priority, you can easily re-arrange them by dragging the most important ones up the list. The changes in the task order are instantly seen by all your colleagues with whom the folder is shared if they set sorting by priority. This results in a great collaboration efficiency boost, as the new feature helps you to communicate the significance of tasks to your team members immediately. 

New Wrike: Comments

Published by Dasha   |  Friday, 10 September, 2010
Continuing the series of posts on the new features in Wrike, today we’ll explore the updates in the comments area. Now, instead of simple discussions, each task and folder has its own activity stream. It strongly enhances your control over the workflow because now you’re able to monitor the progress of each task in detail. The edits you and your team members make to a task or a folder get listed as comments below the description. You have the full changes history before your eyes – who changed the description, rescheduled a task, set a new status, renamed a folder or attached files to it, and when the changes took place. The instant updates make a neat log that also supports more efficient real-time collaboration.  Your team members get a better understanding of what their colleagues are working on.



If you want to discuss a task or a folder with your colleagues, type the comment in the appropriate field. As in the previous version of Wrike, you also can add comments to tasks by email. Once you send an email to wrike@wrike.com with RE or FW and the task name in the subject, Wrike identifies your comment and automatically adds it to the specified task. This saves you a lot of time, since you don’t need to log in to your workspace and re-type the comments manually.

What do you think of this new functionality? Don’t hesitate to share your impressions in the comments to this post!

New Wrike: Backlog

Published by Dasha   |  Monday, 30 August, 2010
Do you see more overdue tasks appear on the dashboard every day, even though you and your team members are working really hard? These days we often have to deal with uncertainty, so it’s not always possible to specify fixed due dates for some tasks. Later, when you don’t meet the set deadlines for these tasks, you need to reschedule them again and again. Maybe there are some items that don’t have an actual deadline. For instance, they can be not actionable items, but valuable ideas to elaborate on sometime in the future. Whether they are tasks or ideas, in order to prevent them from slipping out of your sight, you need to record them in your plan. In a multitasking environment, it’s hard to keep them all in your head when it’s overloaded with information. Occasionally, you may miss something important in the workflow under such pressure.

To free your brain from the pressure of remembering too many things and to avoid stress, you need to get the ideas and tasks with no deadlines in safe storage as soon as they pop up. After you and your team cope with urgent matters, you can then turn to that list to develop your ideas or tackle some action item. Now Wrike allows you to keep these items neatly organized, so that none of them gets lost. If you use the new beta version, you may have noticed that now the tasks can not only be planned for exact dates or set as milestones, but also marked as “Backlogged.” Let us give you a view into this new, important feature of Wrike. 



Generally, a “backlog” is an accumulated list of work that still needs to be done. In terms of Getting Things Done (GTD), a personal productivity methodology that can be rolled out companywide with Wrike, a backlogged task can be defined as an item from the Someday/Maybe list. It means it’s a task that you will possibly pick up and complete sometime in the future. Backlogged tasks have no start date and due date. Backlogged tasks are not tied to the timeline and not visible on it. In the new version of Wrike, backlogged tasks are shown on a separate widget of the dashboard, so that you have a clear overview of them and don’t miss any item in the workflow. However, Wrike doesn’t include backlogged tasks in the daily to-do emails.

To see the tasks marked as backlogged in a certain folder, hit the “Backlog” button. Then you can easily rank your tasks by priority using drag-and-drop. As simple to implement as it sounds, this feature is a powerful tool that will help you to turn a long, messy list of unsorted tasks and ideas into a valid, agile plan. You can change the sorting order whenever your priorities change. 



With the new backlog feature, you take the load of too many things to remember off your brain. Wrike takes care of them and remembers them for you. You and your team members can store and prioritize the items in your workflow, gaining a clearer sense of what to focus on while moving toward your goals. In addition to a personal backlog, Wrike also allows you to accommodate backlogs for your projects, products, departments, etc.  Thus, this feature not only boosts your personal productivity, but turns into a very helpful tool for building your long-term strategies. For instance, you can record all your ideas about the future development of your product in the backlog. Keeping them in a neat, prioritized list that is not tied to inflexible or unfeasible deadlines, you can build a transparent roadmap of your product development and tackle the items one by one when the right time comes.
Try the new backlog feature and gain extra bonus points on your efficiency! 

ContactsSync Makes G1 Users’ Lives Easier

Published by Daria   |  Thursday, 30 October, 2008
The G1 phone is one of the most anticipated devices since the iPhone official release. One of the reasons for this is that it is the first phone empowered by Android, a complete, open mobile phone software stack. Android is the creation of Google, along with the Open Handset Alliance. Numerous experts have cited Android as a huge step forward toward openness in software, as this is the first stack open to third-party applications.

However, one of the major user challenges connected with the new G1 phone was the lack of integration with some mainstream business applications, including Microsoft Exchange.

The good news is our team decided to use Android's openness as an opportunity to make the new phone owners' lives easier. We have extensive knowledge and experience in incorporating e-mail into project management, and we understand the importance of maximizing the collaborative capabilities across as many devices as possible.
 
We joined our efforts with Intermedia, the leading provider of collaboration and productivity SaaS solutions, and introduced a new application allowing users to easily download all of their Exchange contacts to their G1 phone. Our aim was and will remain to save you time and increase your productivity. ContactsSync is another step in this direction. The application is absolutely free, so you are welcome to download and enjoy it right now!

You can also read more about ContactsSync.
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