Hello we currently use the Project function to add in all the main project details such as customer name, etc. Is there a way of auto -populating the tasks within that project with the same information? Thanks
We are currently using Wrike Integrate to build an Asset tracker in Wrike to identify what asset pieces are being used for and the amount of times they are used. Are there any best practices on asset tracking in Wrike?
I've been pushing my team to create a "Meeting Notes" folder in their projects to house all notes. I've suggested that they use the nomenclature "Project Name_Meeting Notes" so that they can also tag the notes into their personal space. This will allow them quick access to ALL of their notes, but they can still be accessed…
Hi folks! 🙂 We're testing a new format to our posts – the FAQ-style. Our aim is to provide you with quick, easy-to-understand answers to some of the most common questions we receive. We're starting off with a frequently asked question about exporting comments from Wrike tasks. ❓Q : Export to Excel doesn't include comments.…
If you have a premium license for Microsoft Power Automate, you can create a custom connector to Wrike and use the API for additional automation functionality. For example, I use Microsoft Forms for people to submit project requests. I have a Power Automate flow that is triggered by form those submissions that then uses…
The best thing that we did in our projects was create requests forms that gather all the project data prior to us even starting. It is so much better to have them think about the deliverables and measurables before starting the project. Having them fill out this form makes them really dig deep and saves the project manager…
What are your best practices? Currently during a meeting I switch between Wrike and OneNote. We track the project in Wrike and anything that is said I write down in OneNote. Any new tasks that pop up I add to the project after. Also I clean up the MOMs after. However I do hate switching between the two apps and I only have…
Many organizations find that different teams utilize different tools to accomplish their work. This is certainly true in my organization, and the different tools meant different logins, different learning curves for each platform, and a lot of siloes with high walls. We started using Unito as a middleware API to help us…
What is the best/easiest/most efficient way of putting together release notes from the items that have been completed in your instance of Wrike? We've just started Wrike for our sprints and I've just ran a report of the completed items and then put together some notes. It would be nice to have a way that the system could…
Hello! Our Marketing team is currently using one request form to submit projects that will have various different tasks. We are using a Wrike Integrate recipe in Workato to create a specific job # and add that to the title of a project along with the business unit as well as to each task/subtask. We've run into a lot of…
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