The biggest challenge our teams have is finding their work and navigating Wrike with ease. I think that is a fairly normal experience - especially as your account grows and you have thousands and thousands of projects - it can be hard! The good news is that there IS a solution!
First build a dashboard in your Wrike Knowledgebase Space (this should be a public space that your team has access to). Start adding widgets that you think might be the most beneficial and relevant to ALL the users. All widgets should be set to data source = entire account (particularly beneficial if you have lots of spaces that teams cross collaborate in) and they should be filtered to show "Current User". Here's my top picks for widgets to use:
- Activity Stream (both the inbox & activities that the users are connected to
- Pending Reviews (Open Approvals, Pending the Reviewer's decision)
- To Do - Today/This week
- To Do - All assignments
- Starred Tasks
- Following Tasks
- We have an out of office widget too - so we also include that too
Once you have your dashboard arranged in the order you like, showing the fields, dates, statuses as desired too. Use the three dot on the dashboard to set this as the default tool in your knowledgebase!
BONUS option - if you are someone who adds and manages users.... create a Welcome to Wrike folder in this public space - and add specific support resources, links, guides and and other reference or onboarding materials into this folder location. When you add a new user - make sure to share that folder with them - so NOT ONLY do they get the links to those helpful resources, it is automatically pinned to their sidebar - AND when they navigate or click - that global default dashboard is there for them on Day 1!
