Best Practices: Establishing Governance and Wrike Hygiene
Build a foundation
for Wrike governance
Learn how to launch and customize a governance space and dashboard to keep your account structured and manageable as more teams join. Think of it as a sustainable strategy rather than a one-and-done deal.
Clean up and consolidate
custom fields
Get a demo on mass archiving, custom field consolidation, and prefixes while using Wrike. Use the bird’s-eye configuration to view all workflows and custom fields at once.
Maintain long-term
workspace health
Steal real-world strategies (like a weekly one-hour cleanup) and discover how Wrike Professional Services can partner with you to make workspace hygiene simple.
Stephanie Wilson
Senior Professional Services Consultant, Wrike
Stephanie Wilson is a Senior Consultant at Wrike. As a former client, she has used Wrike for over a decade. She specializes in nonprofits, arts and culture, sports, and marketing. Stephanie is passionate about process optimization for a better work-life balance.
Ellie Brady
Senior Professional Services Consultant, Wrike
Ellie Brady is a Senior Consultant at Wrike. Also a former Wrike client, she focuses on governance, training, and communications processes. She aims to make change management less stressful.
