The User Training is designed to focus on how Wrike helps your users to locate, prioritize, and get their work done. Tasks and day-to-day processes vary widely between organizations, teams, and individuals — and we will cover all of that on the training call. But the below items are commonly shared between all users and should be reviewed before the call so we can hit the ground running.
We’ve prepared a beginner tutorial for you to utilize in training your users. You can access it here:
Wrike Beginner Tutorial (External link)
The task is the core building block within Wrike. Tasks can serve multiple functions: as actionable items that you need to do, as a repository of information (e.g. storing attachments), as an aggregation of information (e.g., due dates, notes, and conversations), as time/budget/priority tracking, as well as others.
To streamline communication and keep all valuable, relevant information where it belongs, use the comments field when you need to leave feedback and @mention other users within the task detail pane when you want to bring them into the discussion. This consolidates all communication regarding a task and reduces the amount of time required to track down critical information.
The My Work view is your own personal productivity sandbox. This view shows every task that you are assigned to, broken out by timeframe. You can click and drag tasks into the different timeframes to organize and prioritize them and then check them off your list as you go by marking them as “Complete.” It is important to note that shifting tasks into the different timeframe categories will NOT change anything within the tasks themselves—it will not change dates associated with the task.
Dashboards house aggregated information from all the tasks that you need to look at — for example: everything that is “Overdue,” what you need to work on today, or all of your tasks within a specific project. The information grouped in widgets is highly customizable. As you work in Wrike, keep in mind what sets of tasks you need to look at on a daily/weekly basis and then build out a dashboard that shows you exactly that!
By the end of the User Training session, the following should be accomplished:
- View introductory videos prior to training
- Verify team is confident starting, executing, and completing work in Wrike
- Set up all personal profiles