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…
Rolling out a new tool to a team is a big job — change and updating processes is always hard. That doesn't mean it always needs to be serious or boring though. Saying something memorable or having a go-to phrase that sticks around the office can be a great way to keep new tools top of mind. So if you're working on change…
After managing multiple projects in Wrike, I’ve found a few habits that really help keep everything organized and running smoothly: Consistent naming conventions for tasks, folders, and projects – makes searching and filtering much easier. Dashboards for daily priorities – I set up a “Today + Overdue” dashboard so nothing…
We created an automated workflow in Wrike using the Automation features. The rule we set up monitors projects to check when all tasks within them are marked completed and once the last task is finished up, Wrike automatically updates the project status to “Completed” and moves the project into our Completed folder. This…
Hi all, I highly recommend doing the Wrike Certified Admin course: https://discover.wrike.com/pages/146/wrike-certified-admin It's currently free and provides a great grounding in best practice for setting up and administering Wrike. I found the course flowed well, was easy to jump into and out of as time permitted, and I…
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