An important part of a manager's job is communicating the work of their team to stakeholders and executives. Sending a laundry list of everything everyone is working on isn't very helpful, but rolling up and curating individual updates from each team member is very time consuming. What you need is a quick way to filter just the most important updates to provide executives with a high-level overview. 

With Wrike, it's as easy as 1-2-3 to let your team curate which updates to include in the weekly report. Here's how:

1. Create a new checkbox Custom Field "Include in report" and have your team tick the folders or tasks that should be included in your report. When you create the report, you can quickly review what they've selected and make any necessary changes.

2. When you're ready to create the report, simply filter the list to show only the selected folders and tasks. To do that, choose the "Include in report" field in filters and pick "Checked" from the drop-down menu.

custom_report_filters

3. Now you have the list of relevant tasks for your report. If you don't want to include every detail, click the gear icon in the upper left of the table to select which columns to display. Then, export the finished report to Excel and distribute.

Compiling your weekly report can now be done in seconds, saving your time for more strategic things (or allowing you to get home a little earlier)

Please let us know other creative ways you're using Custom Fields to save time or get more done!

Comments 0

Oops! This content can only be shown if you consent to cookies.

Find out more