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Championing Change: Casey Shew on the Secret to Perfecting Processes
Wrike Tips 5 min read

Championing Change: Casey Shew on the Secret to Perfecting Processes

Welcome back to another episode of Championing Change, our blog series designed to give you an inside look into the project management processes of real Wrike customers.  The goal of this series is to highlight the ways Wrike users are leaning on specific Wrike features to increase adoption, improve efficiency, enable transparency and visibility, and move their organizations closer to their business objectives. That’s a wordy way of saying we’re nosy, and we love learning how other people use Wrike — it’s one of the best ways to pick up new Wrike tips and tricks.  We hope this series opens your eyes to new ways you can use Wrike to improve your own processes or make your life that bit simpler. If you missed the inaugural edition, you can catch up here with Jennifer Mariotti, Global Head of Creative and Design at media company Circana.  This week, we sat down with Casey Shew, who serves as Online Learning Solutions Architect and Project Leader, as well as Technical Solutions Lead, at eCornell. eCornell is Cornell University’s external education arm, offering online professional and executive development to students around the world. eCornell has over 100 professional certificate programs in a variety of disciplines, including project management, marketing, finance and business, and leadership. Casey has a complex role that involves mastering processes for eCornell. He spends his days identifying and implementing novel technologies and techniques within learning programs, collaborating with course development and program delivery groups to enhance efficiency, recommending creative solutions and plans for using new tools, and helping create reusable templates in the company’s project management system.  In his quest to improve efficiency at eCornell, Casey has become a natural proponent of a critical platform, Wrike, which he uses to design and implement effective processes across the campus.  Try Wrike for free Migrating to Wrike was “a breath of fresh air” eCornell previously used Jira for project management, but migrated the course development team to Wrike to align better with their processes.  “Given that this team’s project management processes were more aligned with traditional Waterfall project management methodologies than Agile methodologies, by and large migrating to Wrike was like a breath of fresh air for their use case,” Casey explained.  He also credited the smooth transition to having several admins onboarded into Wrike first, giving them a head start on adapting processes having already familiarized themselves with the platform. “There’s almost always skepticism when a new piece of software is introduced to solve a difficult problem — and rightly so! Software is often a shiny new toy that can be used as a distraction from complex challenges.” Casey said that within the admin team, it helped to ensure that several people were “versed in taking a business analyst approach to adapting processes to software.” He explained that Wrike’s capabilities are typically able to adapt and absorb a team’s workflows, but “the roadblock is often less about the capabilities of the software and more about the difficulty of understanding and translating processes into the software effectively and, most importantly, holistically.”  From his experience, he learned to ensure that teams take a thorough approach to setting up projects. “Do not skip the requirements gathering stage of bringing a new process or team into Wrike — this is where you can set the project up for success.”  Features that increase visibility Every Wrike user has favorite or most-used features. Personally, I’d be lost without my dashboard telling me what’s my most urgent task every day. Well, eCornell is no different. Casey specifically called out the tools that allow individual users to manage their tasks at scale more efficiently, such as dashboards, reports, and calendars.  “These tools enable us to set up views that centralize and organize tasks from a variety of projects into one place, for easy visibility and triage,” Casey said. “We manage many projects at once so these tools Wrike provides are critical in managing at scale across projects.” eCornell’s teams also rely on Wrike to help them cut down on time spent in meetings or updating stakeholders by including critical information about a project in fields with shared visibility.  “Task descriptions, comments, and custom fields definitely reduce the need to reiterate that information as frequently as would be needed otherwise,” Casey explained. This visibility also reduces the risk of duplicative work while building a broader shared understanding among teams. Using Wrike’s additional resources While Casey has incredible knowledge of how Wrike can help the wide variety of teams at eCornell, he knows where to head when he’s looking for more information. “I leverage the help center regularly both to educate myself and provide educational resources for others on features we are utilizing,” he said.  When an issue arises, he heads straight to the top — of our customer service, that is. “The request submission process is also very smooth and I appreciate how quickly I get responses to issues that might arise,” he explained.  Casey also pops onto the Wrike website regularly to stay abreast of any new features or use cases being released or highlighted. “I always check the release notes each week for relevant features that may benefit the various teams I work with that use Wrike,” he said.  “I’ve been very pleased to see the enhancements coming to the native automation engine in the recent months as well, and look forward to seeing that engine becoming more and more powerful in the coming years.”  And we look forward to delivering more powerful features, from AI to workflow management and beyond, in the coming years.  If you’re interested in bringing Wrike to your team, start a free two-week trial and take a few of Casey’s tips on board to promote efficient processes and improve your change management process for wider adoption.  Try Wrike for free

Wrike in Action: Check Out Our Uniquely Powerful Customization
Project Management 7 min read

Wrike in Action: Check Out Our Uniquely Powerful Customization

Discover why Wrike’s customizable platform is the most powerful on the market, delivering versatility as well as scalability, governance, and turbocharged efficiency.

Wrike Delivers Unprecedented Transparency to Global Solutions Provider Syneos Health®
Wrike Tips 7 min read

Wrike Delivers Unprecedented Transparency to Global Solutions Provider Syneos Health®

Learn how Sherrie Besecker of Syneos Health harnesses Wrike’s power to unite multiple teams, streamline project management, and achieve unprecedented transparency.

Introducing Our New Customer-Focused Series: Championing Change
Project Management 3 min read

Introducing Our New Customer-Focused Series: Championing Change

What we hear time and again from our customers is that they love to learn how other people use Wrike. While we’ve shared hundreds of organizational use cases and customer stories that give you a macro perspective of how Wrike can help your company thrive, we know our customers also want to know the nitty-gritty details of how Wrike will affect their team’s day-to-day workflows.  So today we’re introducing a new series called Championing Change, where we get an inside view into the specific ways Wrike impacts people’s daily work. We’ll highlight the features each user relies on to increase productivity, eliminate roadblocks, and create processes that make their work lives easier.  Whenever I’m on a Zoom call with a colleague and they offer to share their screen to show something they’re doing in Wrike, I’m fascinated. Watching someone else in action using Wrike is simply the best way to imagine how you can use it to your advantage. Even working at Wrike, we benefit from gathering ideas for new use cases from our colleagues, and we’re excited to share the ways you can too.  To kick off the series, we get a peek inside Jennifer Mariotti’s Wrike processes. Jennifer is the Global Head of Creative and Design at Circana, a media company with around 5,000 employees. She did considerable research into work management platforms that would work best for her creative teams. When her team doubled in size, she was able to easily onboard new team members to Wrike — an experience that left her impressed with the platform’s ability to scale when necessary.  In her day-to-day work, Jennifer leans hard on Wrike’s dashboards to create seamless workflows with high visibility into her teams’ workloads and progress. And as part of a creative team, she uses Wrike’s in-app proofing tools so she doesn’t have to download files, mark them up, then re-upload to send them on for approvals.  We encourage you to read the full infographic to learn more about how Jennifer uses Wrike’s project management tools to help her creative team deliver results.  And check back regularly for more insight into how our customers use Wrike in our new Championing Change series!

Wrike in Action: How Wrike Lightspeed Powers Our Professional Services Team
Project Management 7 min read

Wrike in Action: How Wrike Lightspeed Powers Our Professional Services Team

Learn how Wrike Lightspeed powers Wrike’s professional services, helping the team deliver game-changing results to teams, departments, and organizations around the world.

4 Must-Read Resources for IT and Enterprises
Project Management 3 min read

4 Must-Read Resources for IT and Enterprises

Discover four key resources that prove Wrike is the perfect all-in-one solution for IT and enterprises, combining trusted security, accelerated delivery, and streamlined operations.

5 Top Resources for Project Management Offices 
Project Management 3 min read

5 Top Resources for Project Management Offices 

Centralize your operations, align strategy with execution, and deliver projects on time, every time, with Wrike’s five must-read resources for PMOs everywhere.

8 Must-Read Resources for Professional Service Teams
Project Management 5 min read

8 Must-Read Resources for Professional Service Teams

Drive profitable growth, deliver better outcomes, and make your clients happier than ever with eight vital resources for modern professional services teams.

Wrike in Action: How Wrike Professional Services Leveled Up Our Marketing Teams
Marketing 7 min read

Wrike in Action: How Wrike Professional Services Leveled Up Our Marketing Teams

Discover how Wrike’s professional services team upleveled our marketing operations, increasing productivity, boosting efficiency, and helping us do the best work of our lives.

Step-By-Step Process How To Build a Wrike Request Form
Wrike Tips 5 min read

Step-By-Step Process How To Build a Wrike Request Form

Work requests can be big, or small, come in via email, direct message, conference call, and of course, the most dreaded — the "pop-in" request. With a variety of channels, it can be chaotic and difficult to keep track of everything and what projects are high priority. Not anymore with Wrike’s custom request forms. What are Wrike request forms? Wrike's request forms help you automate your work intake, route all requests to one place from internal and external customers, and ensure requesters provide the information you need. Translation: you have more control and can kickstart work immediately. Request forms don’t just streamline work intake, they also enable you to create tasks, workflows, and entire projects automatically — saving you and your team hours of time. Wrike request forms can also launch blueprints, which are templates for new work items and are designed to replicate recurring tasks such as writing a new blog post or press release. During this process, all necessary tasks, owners, and due dates are automatically created as well. When you create a project from a blueprint via the request form, project progress settings are preserved, along with the date and custom field rollup settings and the statuses of any subitems.  In the end, request forms and blueprints both increase efficiency, helping you save time and eliminate admin work so that you can start focusing immediately on more impactful work. How to build request forms in Wrike Step 1: Navigate to the space where you want to create a request form Step 2: Click the gear icon in the top-right corner Try Wrike free Step 3: Select Request forms Step 4: Click ‘Create a Request form’ if it’s the first request form in the space, or + Form if the space already contains existing forms. Step 5: Insert form information Enter a name for your request form (Optional) Provide a description for the form to help users understand what it’s for and when to submit it. Move to the right-hand panel and specify: The space your form should belong to Who should be able to see the form (everyone in your Wrike account, specific users and groups, or nobody in your account) If the form should create a new task or project, duplicate a task or project, or create an item from a blueprint Note: to create an item from a blueprint, first select ‘Duplicate task’ or ‘Duplicate project’ from this dropdown, then select ‘template task,’ and finally, the ‘blueprint’ tab. (Optional) Designate whether you want to enable a public link to the form (for non-Wrike users) and if it should trigger email notifications or contain a CAPTCHA security feature (Optional) Select the folder, project, or space where the items created via the form should be placed Note: If you don’t select anything at this step, the item created via form submission will be placed in the ‘Shared with me’ folder (Optional) Select a status for the task or folder that will be created after form submission. If you don’t select a status, tasks and projects created via request submission will have the first active status of the workflow applied to the folder, project, or space where they’re created. (Optional) Select a user to assign the created task or project (Optional) Set up an approval to be created via the request form (Optional) Add a prefix. You can set a prefix for tasks and projects duplicated via a request. The prefix will be a specified answer and is added to all associated subfolders, subprojects, tasks, and subtasks upon submission. Step 6: Customize form inputs After completing the steps above, click + Add question Select the question type you’d like to add from the dropdown menu Try Wrike free Step 7: Customization continued Enter your question and available answers (depending on the question type) (Optional) Enter ‘helper’ text to add additional information about the question. This information is visible to requesters but won’t appear on the resulting task or project. Click ‘Required’ to make a given question mandatory to complete and submit the form. You can also make questions and answers in your request form conditional, so requesters are redirected to different questions based on their form inputs. You can also map responses telling Wrike how to use certain answers in the created task or project Publish or save your new request form How will you use Wrike request forms to organize work?  For more details and to learn more about Wrike’s request forms, visit our help center. To set up an approval process in Wrike, please take a look at this how-to article.

Customer Spotlight: Educational Insights’ “How I Wrike” Story
Wrike Tips 7 min read

Customer Spotlight: Educational Insights’ “How I Wrike” Story

Customers are at the heart of what we do at Wrike. Over the years, customers have provided feedback and valuable insights that have led to us releasing some of our best features to date. We love hearing their feedback and take every opportunity to highlight their experience and stories in case studies, testimonials, and our customer advocacy program Wrike Stars.  Today we’re highlighting Kelly Recinos, Project Coordinator for the creative department at Educational Insights, a 60-year-old educational toy company based in Torrance, CA that produces learning toys, games, and educational materials. What department do you work in and how is your team structured? KR: I’m the Project Coordinator for the creative department. We recently went through a massive growth spurt, which inspired us to look closely at our processes as we brought in new talent. We had Wrike blueprints already created from the previous year's production cycles, so we dove right into process mode and built RACI charts for each type of asset we generate. We spoke with the stakeholders in every process and got their feedback. I then updated our request forms and blueprints to mirror more closely what actually happens during development. I use Responsible, Accountable, Consulted, and Informed custom fields in the blueprints to add the roles our stakeholders hold in each project. Since the infusion of new talent, we now have a brilliant copywriter and two widely skilled creative teams. Our digital team creates assets for marketing, social media, eCommerce, video, photography, and our website. Our print team designs packaging, guides, and products in tandem with the product development team along with catalogs and sales collateral of every type. Our Sr. Creative Director guides our brand strategy and ensures our design aligns with product positioning. What is your job function? Describe a typical workday using Wrike. KR: I usually start every morning with my Wrike inbox. Most of the messages roll in before 9 a.m. and after 2 p.m. Clearing the inbox first thing in the morning gives me a few hours to attend to other priorities.  My inbox has three main priorities: Automated notifications: These alert the assignee (and me) of any potential risk. The triggers are tasks due in three days, approvals in review for three days, and anything overdue. New requests: We have a request form for each type of asset we create. I verify that we have the information needed to get to work right away. I either assign the tasks to the designers or hand them off to the design managers to alert them of anything new. Questions, comments, and general project management: After the first two priorities are addressed, I review all other messages that require my response or feedback so that work can continue moving forward. After clearing my inbox, then it’s meetings, non-Wrike communication, and general project management. I spend a little time each day reviewing allocation so we can reassign tasks if necessary. For that, we’ve just started using Wrike effort to track capacity in our teams. At the moment we estimate, but I expect to track real numbers by this time next year.  Next, I check in with Wrike Stars to hear about updates and see what the black belts are up to. I get the best ideas from the workarounds and processes posted in Community. The rest of my time in Wrike is spent building or learning to refine tools and features. Try Wrike free Which Wrike features do you feel most comfortable using or most knowledgeable about? KR: I love a really robust automated request form! Anything that provides the information we need to get right to work without multiple rounds of clarifying questions — that’s my kind of feature.  The project intake process is wonderful, but Wrike’s approval feature is what sold us on the platform four years ago. The ability to assign specific approvers to review a file with a deadline and notifications is helpful. An asynchronous review platform with tools to mark up the file and comments linked directly to the marks on the file? That’s a game-changer. The approval feature easily cuts 25% off the time it used to take us to review designs. Having all comments collected in iterative versions is the icing on the cake.  In the last six months, I have become a huge fan of Spaces. Each department now has a dedicated Space for better access in finding their files. Users can now see specifically what they need to see and not an avalanche of all the projects and tasks of the last four years. Since Wrike is very robust and includes a ton of useful functionality, I always build a “How to Use Your Space” guide with screenshots showing their views and tools. What are 2-4 examples of processes you use Wrike to support? KR: Our new product design work is seasonal. We start working on the new product line in March for release in September. Late summer is extremely busy as we are finishing packaging and product and submitting every piece for approval. At Educational Insights, 95% of our approvals happen in Wrike, with the final sign-off meeting being face-to-face with the executive team.  As we are finalizing the new product line, we are ramping up the marketing launch. Photography, video, eCommerce pages, website landing pages, GIFs, giveaways, every type of marketing asset, and thousands of words of marketing copy are captured and managed in Wrike. And that’s just the new product!  The digital team is working on these marketing assets for our existing product year-round. Our OEM team creates “exclusive” versions of our products for big retailers. OEM projects have a concept phase and a design phase so they needed a Space due to their interrupted product cycle. We create concept artwork the sales team presents to buyers at big retail stores. The concept project sits until we hear from the buyer. If the project is picked up, the concept goes to development immediately. The OEM team Space has a calendar for meetings, reports, folders for each product phase, and their user guide. When we have a very big project outside of standard production, I create a Space for it, so it doesn’t get mixed into the standardized requests.  So far this year, we’ve designed the interior of our new office, written an enormous brand book, and launched a robot pet (Meet PYXEL!) each with its own dedicated Wrike Space. This year we started with Wrike Analyze and I spend as much time as possible learning how business intelligence streamlines project management. Recently, I earned the Wrike Report Mastery Silver certification and build analytics boards of all sorts looking for the best visuals to illustrate the work we’re doing. Try Wrike free Which Wrike features or use cases do you want to learn more about? KR: Custom item types, in particular, because I use a recurring meeting template that creates three active tasks at a time. I created a meeting workflow and when I change the status to Next Meeting, a message is sent to the managers so they can add to the agenda.  I’d like to create Custom item types for some of our quick-turnaround asset requests to make them simpler and differentiate them from other tasks. I need to see examples of ingenious Custom item type templates on their own, not just in Space templates.  I also want to keep up the continued development in dashboards and analytics board widgets. I haven’t even started to use all the fantastic new updates added this month, but I will because creating clean, visual stories for my stakeholders is critical to my success. How do you Wrike? Want to join Wrike Stars or be featured in a customer spotlight story? Join our exclusive customer advocacy program that celebrates top supporters! Once you’re a member, you can earn points, badges, and rewards by completing fun activities, participating in the Wrike Community, and amplifying the Wrike brand.

How Brand Management Teams Can Leverage Wrike to Achieve Great Results
Wrike Tips 7 min read

How Brand Management Teams Can Leverage Wrike to Achieve Great Results

For a business to thrive, effective brand management has become more important than ever. Brand managers, in particular, are tasked with overseeing all aspects of a company's brand, including its identity, reputation, and positioning in the market. To achieve success, these professionals need to be highly skilled at collaborating with team members across different departments, managing tasks and projects, and tracking progress toward goals.   Try Wrike for free Understanding the Role of Brand Management Teams Brand management is an essential aspect of business strategy, as it allows companies to build and maintain a strong brand identity while increasing their client base. The brand management team plays a crucial role in developing and executing strategies that will ultimately establish a consistent brand presence across all touchpoints.  Effective brand management requires a deep understanding of the company's values, mission, and target audience. The brand management team must work closely with stakeholders from across the organization to develop messaging, visual assets, and marketing campaigns that resonate with the target audience.  Well-managed brands will be viewed as more trustworthy, reliable, and authentic. This directly translates into increased revenue and a superior customer experience. On the other hand, poorly managed brands will risk losing their credibility, and this comes to the detriment of their sales and customer service. Key Responsibilities of Brand Managers The brand management team must execute several important responsibilities, including: Developing and maintaining brand guidelines and style guides: Guidelines and style guides must be consistent and align with the company's values and mission. Creating marketing campaigns: Marketing campaigns should align with the brand's mission and values, resonate with the target audience, and establish a consistent brand presence across all touchpoints. Monitoring brand performance: Conduct research to better understand audience preferences and behavior, as this will inform future brand-related initiatives and improve the overall customer experience. Collaborating with internal teams: Work together with internal teams, such as product development and marketing, for cohesive messaging and branding across all touchpoints. The primary objective is to establish and maintain a consistent brand presence. Managing budgets and resources: Allocate resources responsibly to specific campaigns and initiatives so that all brand-related efforts are cost-effective and aligned with the company's overall goals. Introduction to Wrike as a Project Management Solution Project management software is essential for brand management teams to work together efficiently and achieve the objectives of brand management. One of the most robust and effective project management tools for brand management is Wrike.  Key Features of Wrike A cloud-based project management tool that offers a wide range of features to help teams collaborate on tasks, track progress, and manage workflows, read on to learn why your company should consider adding Wrike to its arsenal. Wrike offers: Customizable workflows that can be tailored to fit the unique needs of different teams and projects Task management tools that allow team members to easily assign tasks, set deadlines, and track progress Real-time collaboration features that make it easy for teams to work together, share ideas, and provide feedback Advanced analytics that provide insights into team performance, progress toward goals, and areas for improvement Integration capabilities with other tools and platforms, such as Google Drive, Dropbox, Slack, and more than 400 others. Benefits of Using Wrike for Brand Management Using Wrike as a project management tool can have numerous benefits for brand management teams, including: Increased efficiency and productivity through streamlined workflows and better task management Enhanced collaboration and communication among team members 360-degree visibility into project status and results Improved accountability and transparency Reduced risk of errors or miscommunications due to the centralization of project information   Try Wrike for free Streamlining Brand Management Processes with Wrike Wrike assists brand management teams in streamlining their workflows and achieving better results via improved collaboration, task management, and overall project visibility.  Improved Collaboration and Communication With Wrike, your team will be able to collaborate, share files, and communicate with each other in real time. Everyone will be on the same page regarding project objectives, timelines, and other important details. Brand managers can use Wrike to create tasks and assign them to team members with specific due dates. Employees can then collaborate on these agenda items using comments and file attachments, ensuring that everyone is working towards the same goal. Efficient Task Management and Prioritization Easily manage and prioritize tasks so that the most important work gets done first. Wrike’s customizable workflows make it easy to tailor task lists to fit a specific team's needs and create templates for recurring projects. Brand managers can conveniently set up a workflow in Wrike for creative projects. Begin with a brainstorming phase, followed by the design, review, and production stages. Moreover, each phase can be broken down into smaller tasks and assigned to team members with specific due dates, making it easy for everyone to stay on track and meet deadlines. Enhanced Visibility and Accountability Wrike provides clear and detailed visibility into the progress of each project. Brand managers can use the tool's dashboards to monitor progress and identify potential roadblocks or areas for improvement. Additionally, the tool's tracking and reporting features enable managers to generate reports, watch the team's progress, and evaluate performance over time. Brand managers can utilize Wrike to receive real-time updates on project status, see who is working on what, and quickly flag where bottlenecks or delays are occurring. They can also create custom dashboards with key metrics for each project, such as completion rate, total time allotted, and budget information, so that everyone can view project progress in real time. Tips for Implementing Wrike in Your Brand Management Team If you're interested in implementing Wrike for your brand management team, there are a few things to keep in mind to ensure a smooth transition and easy adoption: Customizing Wrike for Your Team's Needs Take the time to customize Wrike for your team's unique needs, workflows, and processes. This will likely involve creating templates, custom fields, and workflows that are tailored to your specific projects. Integrating Wrike with Other Tools and Platforms Consider integrating Wrike with other tools and platforms with your existing tech stack, such as Slack, Google Drive, and Microsoft Teams. This will streamline collaboration and make it easier for team members to stay on the same page, even if they're working in different tools. Training and Support for a Smooth Transition Ensure that you provide adequate training and support to all team members so that they feel comfortable using Wrike and understand its features and capabilities. Providing sufficient training and support will allow for a smooth transition and minimal disruption to workflows and processes. More brand management teams trust Wrike Brand management teams that are looking to improve collaboration, increase productivity, and achieve better results can benefit greatly from using Wrike as a project management solution. By using our system, teams can streamline their workflows, improve communication, and gain better visibility into project status and progress. With our advanced features and ease of use, Wrike is an ideal solution for brands aspiring to create a consistent and effective brand identity. Your company can be well on its way to greater success and improved results. Discover how teams use Wrike to deliver outstanding results. Test it yourself with a free trial of Wrike and experience the power of effective collaboration.   Try Wrike for free   Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.