[Onboarding] Hello and Welcome! - Step 1 👋

Hi there and welcome to Wrike and our Community 👋

If we have not met already, I'm Lisa, the Community Lead at Wrike and I'm so pleased to have you with us! 🎉

We know that onboarding to a new platform can be a little daunting, but let me assure you, you're not alone! Our Community is here to support you throughout your Wrike journey and beyond.

This Wrike Onboarding forum gives you a step-by-step plan to set you up for success with Wrike and you can take it at a pace that suits you, just follow the numbered steps! The Community is also a place where you can connect with other Wrike users who are just like you—new to the platform but ready to embrace the Wrike journey. You'll also meet seasoned Wrike users and our own team of Wrike experts, all eager to lend a hand or share a tip. 🤝

When it comes to Wrike, we've got an array of resources lined up to help you and your team hit the ground running:

Wrike’s Help Center - Search for answers and access a wealth of content on all things Wrike
Wrike Discover Courses - Enable your team to adopt Wrike in a quick, easy and engaging way
Wrike Support - Submit a Support Ticket for help with any technical or account issues

We're all here to help, so don't hesitate to reach out if you need anything.

With all of this in mind, we’d love to get to know you a little better, please introduce yourself in the comments below and let us know:

📍 Your location

🚀 What you’re hoping to get out of Wrike

🤝 If there are any challenges we can help you overcome

Looking forward to getting to know each and every one of you! 🙂

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Kelly Grady

Hi I'm Kelly. My company, Red Mood Marketing is located in Minneapolis, MN and we are hoping to utilize Wrike to track out projects and TIME.

Elizaveta Bogdanova

Welcome, @Kelly Grady 👋 It's great to have you!

Let me know if you have any questions or would like to discuss Wrike features 🙂

Kelly Hoag

Hi! I'm also Kelly! I work at Gilbane and we are using this product to track a complex governance redesign. I'm hoping to get some assistance in designing custom reports.

Elizaveta Bogdanova

Hi and welcome @Kelly Hoag 🤗

I'd definitely recommend posting in our Best Practices forum and ask for the Community's guidance on reports 🙋

Ben Rogers

Hello.

I am the Sales and Projects Manager for an industrial construction company. We are a small company with a large work force with quite a few people living in different states, so we want to improve communication about upcoming projects. I also hope to use Wrike to track all projects and billing totals.

I was told about the "Cross-Tagging Functionality" that could help me input project information only once but be able to add different details in different "Project" folders. I would love some more information for how to set this up and use it well.

Elizaveta Bogdanova

Hi @Ben Rogers, welcome to the Community 👋 It's very nice to virtually meet you 🙂

I'm happy to discuss tags in Wrike! First of all, I'd recommend checking out the following articles on our Help Center:

https://help.wrike.com/hc/en-us/articles/1500005120701-Tagging-Projects

https://help.wrike.com/hc/en-us/articles/209603369-Tagging-Folders

Projects and folders can be added as tags to any other task, folder, project, or space. The tagged item can be found in all of the projects it's tagged in. It's important to note that tasks, folders, and projects are automatically shared with the users who have access to the project where you tag them.

To add a new tag (= add an item to a new location), you can click on the "+" button under the item name:

I hope this info helps 🙂 Please let me know if you'd like to discuss this further.

Eric Cox

Hello everyone! Eric here in central Florida just getting started with our Wrike implementation. I'm sure I'll have plenty of questions as we get deeper into everything, but for now am glad to be partnering with Wrike and looking forward to leveraging it in our PMO to drive efficiency and client satisfaction.

Ambrosia Lindsey

Hi Everyone! I'm Ambrosia L. I manage our technical onboarding for clients within our Digital Shelf Solution at CommerceIQ.

📍 Located in Northwest Arkansas

🚀 What we're hoping to get out of Wrike: Better project management for both our internal team members and our external clients. We have already been leveraging full client integrations, API feeds to sync our datasets, and so much more. So far we have seen a tremendous improvement in our ability to track and manage projects.

🤝 If there are any challenges we can help you overcome: The learning guides have been a tremendous help so far! I'm looking forward to completing all of the training guides to become a super user. So far everything we've learned has been so intuitive in figuring out with the interface.

Freddie Carl Aylward

Hi everyone, Freddie from South Africa. I can't access Request Forms to adjust my email communication to external people. Any solution to this?

Elizaveta Bogdanova

Hi folks, welcome to the Community 🙂

@Ambrosia Lindsey That's great to hear! Feel free to explore our other forums here, like Best Practices where you can post and also read others' uses of Wrike 🤗

@Freddie Carl Aylward Hi 👋 Could you please clarify - you can't find them, or you used them before and can't access them now?

Maurizio Martinelli

Hello! My name is Maurizio and I am based in Miami, FL, USA. I work for an organization called Florida Sea Grant, a University of Florida-based program that supports research, education and extension to conserve coastal resources. I work with roughly 80 partner organization on coral reef conservation projects in south Florida. I'm hoping that Wrike can help with project management, including tracking timelines and progress on concurrent projects that involve a lot of partners.

Right now, I am familiarizing myself with Wrike. I feel like I am using just the 'surface level' and am hoping to better understand the full functionality of the platform.

Elizaveta Bogdanova

Welcome, @Maurizio Martinelli 👋 It's great to have you!

This Community can become a great resource for learning about Wrike features and capabilities. Please feel free to post in our different forums if you have any questions or are looking for best practices 🙂

Chad Thompson

Hi, My name is Chad Thompson and I am located in Columbus.

This is my second time introducing WRIKE to a company.

My goal -- accountability, efficiency, and wins.

Things I'm interested in learning more about -- what kinds of dashboards do people create to keep a comfortable view into the day to day operations of a team? And, how have people used WRIKE to introduce and manage annual objectives with their team?

Elizaveta Bogdanova

Hi @Chad Thompson, welcome to the forum 👋 We're happy to have you!

It's great to hear you're interested in dashboards, as our team is currently releasing new features for our New Dashboards. Could you tell me if you've started looking into the New Dashboards already?

For objectives, there's different terminology like KPIs or OKRs depending on your exact goals. I'd definitely recommend checking out our discussions on Goal and OKR management as well as Business goals - you may find inspiration there ✨ I'd also encourage you to post in our Best Practices forum - our Community members are great at showing examples of how they manage and track work in Wrike.

Happy to continue this conversation 🙂

Chad Thompson

Yes, I am already on the new dashboards. Right now we are still in implementation mode in my opinion. My team is getting used to WRIKE on a basic level. My hope is that by end of the year, we accelerate to a more moderate level of users, so they feel more connected to the work they have underway, and more efficient in delivering.

On the dashboard front, I am curious what dashboards are recommended for COO / CMO who also helps plan and drive the work.

Elizaveta Bogdanova

Got you @Chad Thompson, thanks for sharing!

Some of our users are sharing how they set up their dashboards in this thread, feel free to check it out 🙂 Also, I'd encourage you to post in Best Practices to ask the Community more specific questions 📌

Lee-Anne Black

📍 Located in Charlotte NC

🚀 What we're hoping to get out of Wrike: Content scheduling/planning to start. We’re a three-person MarCom team at a private school and previously used Brightpod. A color-coded calendar works best for our brains so that’s what we are playing around with right now. We may expand to project management as we learn more.

🤝 If there are any challenges we can help you overcome: Figuring out the best way to use the calendars for us (we are more focused on channel assignments vs. progress). We are still implementing and learning about calendar layers and how they may help us.

Elizaveta Bogdanova

Hi @Lee-Anne Black, welcome to the Community 🙂

Nice to meet you and thank you for posting!

I'd definitely recommend checking out these couple of threads related to content calendars:

And feel free to start a new discussion in our Best Practices forum 🤗

Raghavendra Challa

Hi! I am Raghavendra Challa, Chief Dental Officer at Holyoke Health Center. My role involves overseeing the clinical operations of our department ensuring that our team delivers high-quality care to our patients. My responsibilities include managing a diverse team of dental professionals, coordinating with various departments, and implementing strategies to enhance patient outcomes and operational efficiency. I am particularly interested in how Wrike can streamline our workflows and improve collaboration across our teams. I am eager to connect with other users and learn from their experiences. Looking forward to working with the Wrike team!

Rohan V

Hey @Raghavendra Challa 👋

Welcome to the community, we're happy to have you! 🙂

Please check out our Help Center; it has numerous articles that will help you get started with Wrike. Let me know if you need any further assistance 👍

Bryan Joslin

Hello, I'm Bryan Joslin and my organization Eastwood Company is located outside of Philadelphia. I used Wrike at a previous employer and campaigned to get our creative team on board to streamline workflows and improve communications/coordination.

Rohan V

Hi @Bryan Joslin 👋 Thank you for the wonderful introduction, and welcome to the Community Forums! We truly appreciate your constant support towards Wrike 🙂

Daizaburo HOSODA

Hello, I’ｍ Daizaburo Hosoda. I am an electrician at DAICEL in Japan. In addition to chemical factories (JPN,DEU), I have experience managing construction projects at building construction sites (JPN), nuclear power plants (JPN,CHN), and substations for power system grid (USA). In any field, the most important thing is schedule management, which affects safety, quality and ecomony.

I used Wrike in my most recent project, which allowed me to efficiently manage a huge number of tasks and complete the project without delay with a few members.

We look forward to even more convenient updates going forward. If the number of users in Japan increases, it will be useful not only for our company but also for improving productivity in other industries.

Elizaveta Bogdanova

Welcome @Daizaburo HOSODA, it's great to have you 🙂 We love to hear how Wrike helps you manage your work!

For updates, are you following our Weekly Release notes?

Jessica Kvanvig

Hi everyone,
I work for Molex and am remotely based out of Fargo, ND. I've been using the platform for over two years and greatly appreciate how flexible and dynamic it is. We have come a long way in my short tenure. My position is changing a bit in the new year and I need assistance with getting more of our Marketing team to fully adopt our Wrike practices. I have spent quite a bit of time creating two separate forms and blueprints to onboard collaborators and regular users to our Wrike instance. I've also created a space for onboarding and Wrike Quick Tips and shared Wrike YouTube Videos. I'd love to hear any other suggestions or advice on getting more of my team up to speed and thinking "if it's not in Wrike, it doesn't exist."

Basudha Sakshyarika

Thank you for the introduction, @Jessica Kvanvig! 🙋🏻‍♀️🎉

Happy to hear your appreciation for Wrike. In addition to the excellent work you're doing to onboard collaborators and regular users, I'd encourage your team to explore our Community Forums and Help Center.

These platforms are fantastic for discovering best practices and sharing feedback. Engaging with these resources can empower your team to find solutions and share insights independently. Keep up the great work! 😊

Michael Juetting

Hello,

We have created a dedicated Wrike Onboarding guidance/training for new users.

Is it possible to assign a blueprint project as welcome project for new users, ie. it creates the onboarding project in their person space and assigned to them from a blueprint?

My challenge is: I have a blueprint for the onboarding, but I don't want to copy and paste it every time for each new user as we have various teams and departments on Wrike and access is limited to their department spaces.

Thanks.

Elizaveta Bogdanova

Hi @Michael Juetting, welcome to the Community 👋

At the moment, there's an option to set a dashboard as a home page for users. You would still need to create a project for a specific person first and then set it up so that that project is available in the dashboard widget. It's a very interesting suggestion though, I'll pass it on to the team at Wrike responsible for onboarding 👍