🌱 Spring Admin Cleanup Marathon – Let’s Optimize Together! 🚀

Hey Wrike Admins! 👋

Welcome to the Spring Admin Cleanup Marathon! This is a space for us to share best practices, tackle account cleanup challenges, and celebrate our wins as we work to keep our Wrike workspaces clean and optimized.

To kick things off, we’d love to hear from you! Which of the following topics interests you the most? Vote in the comments and let us know what you’d like to discuss first. Throughout this initiative, we’ll be sharing insights, tips, and success stories to help each other manage our accounts more effectively.

Based on your active participation, we may be inviting you to a dedicated webinar to discuss best practices ✨

Topics to Vote On

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
Spaces & Folders Management – Best practices for structuring spaces, handling duplicate folders, and archiving what’s no longer needed.
Request Forms Optimization – How to track, consolidate, and refine request forms to reduce clutter and improve usability.
Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.
User & Permissions Management – How to efficiently manage inactive users, offboarding, and access permissions to streamline account access.
Adoption of New Features – Tips for ensuring teams adopt new Wrike features while phasing out outdated ones.

Comment below with your top choice(s), and let’s make this a productive and rewarding cleanup marathon! 🎯

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Comments

Sarah Dungey

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

Kelsey Rudolph

I'm looking forward to tackling all these topics, but for my team specifically, I'd have to call out:

Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

We have an overabundance of custom fields. It makes viewing the custom field data challenging because there is so much mental data to sift through. At the very least, I started to implement emojis in the front to sort/group the custom fields by categories. I've also started to play with not having some custom fields visible to the whole team, because they don't really need to be visible, they just need to be pulled for dashboards/reports, but I've noticed that those updates also affect how those users can view the widgets with those fields.

As for CITs, we have only a very few. I find an extra item to manage and maintain to be a bit of a headache and when adding in improptu tasks to a project, there are concerns when the CIT isn't used and the default task is used throwing off our reporting, so we really just created extra custom fields to take the place of how we would additionally use CIT information in a dashboard report.

Florian Gascho

Adoption of New Features – Tips for ensuring teams adopt new Wrike features while phasing out outdated ones.

Is my personal highest interest for starters!

Sherrie Besecker

These would be my top 3!

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant
Adoption of New Features – Tips for ensuring teams adopt new Wrike features while phasing out outdated ones.

Anna Giacobbe

All, but definitely

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

Love the idea behind this new forum by the way ✨

Jessica Kvanvig

I'd love to hear more about 1 and 4: General Cleanup & Optimization and Custom Fields and Custom Item Types.

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-
Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

Daisy Hibbard

1. General Cleanup & Optimization – I'd love to hear from other admins if they have a governance policy, like how long you keep information in Wrike, if you export old data and how long you keep it, and what your cleanup cadence looks like. Also understanding if anyone has successfully implemented a continuous cleanup cycle by utilizing other admins, champions, or department leaders so all of the cleanup work doesn't fall on you but is spread out and makes departments accountable for not letting their spaces get bloated and messy.

Second vote is for Custom Fields & Custom Item Types (CITs) because I agree with everything Kelsey said. (Thanks for the emoji idea!) I've started implementing some naming conventions in front of new custom fields with brackets so it's easy to see which department owns them, so when I open a task and fill out the applicable custom fields, it's easier to find the ones I'm looking for. A lot of our tasks are project-related and cross-tagged between spaces, so it's easy to end up with like 30 custom fields on a task. And we usually fill them out on a task instead of the Table view for various reasons, but usually because it's just faster.

Shona Snowden

All are of interest, but strongest...

General Cleanup & Optimization – we're finding after four years that there's definitely some junk in there! We have some great automations for moving things on to archive folders, but I suspect there's more we could be doing.
Custom Fields & Custom Item Types (CITs) – this is interesting - I've been wondering about streamlining some of our custom fields, but it would be fiddly...
Adoption of New Features – change is always a challenge - but I find if I can get a couple of people to at least try a new feature it can lead to wider adoption if they recommend it...

Brian Bulthuis

User & Permissions Management – We currently use a cumbersome process to manage users, which involves exporting data to Excel and manually sorting it to determine inactivity. Implementing native functionality within Wrike to efficiently manage inactive users would result in significant time savings for Wrike administrators.

Jeffrey Bond

All are great but I would like to drill into

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-
Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

Cynthia Sperry

Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

We have trouble ensuring that new custom fields are used consistently, and I'd love advice on propagating them throughout the account without having to copy a view to a location!

Shelly Erickson

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

Anna Grigoryan

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

Is my vote as well, I have recently took the challenge of becoming the Admin of our own Wrike Account ( I am a Wrike employee in Product organization) . I have decided to feel the pain that you all are feeling. I would love to learn best practices from you all, and also optimize our own Wrike account! Have some thoughts and ideas let's see which topic is the most desired to start with.

Szilvia Becző

I would also like to dive deeper into the following topics:

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

Holly Anderson

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
Spaces & Folders Management – Best practices for structuring spaces, handling duplicate folders, and archiving what’s no longer needed.
Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

Therese Forsyth

1 & 2 are my blind spots. I love making things in Wrike, trying different ways to manage things, and I don't always sweep up after myself.

General Cleanup & Optimization
Spaces & Folders Management

Anna Grigoryan

Thanks team for engaging , I am happy to see that you want to engage and learn from each other. Based on comments and votes sounds like the most interesting topics are the following. We will start discussing them one by one and I will post the link to the first topic so we can have a dedicated area for discussion.

1.General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account. Let's move to dedicated section for discussion

2.Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

3.Adoption of New Features

Anna Grigoryan

Dear Admins, let's move to the new dedicated area where we will discuss the General Cleanup and Optimization.

/hc/en-us/community/posts/30717030364183-Wrike-Admin-Tips-for-General-Cleanup-Optimization

Tania Fraenkel

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
Spaces & Folders Management – Best practices for structuring spaces, handling duplicate folders, and archiving what’s no longer needed.

Definitely these two. We have been using Wrike for many years now and our team has been expanding, and there is a lot of clutter in our system!

Tiffany Sands

These all sound great! My top three to start off are:

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
Spaces & Folders Management – Best practices for structuring spaces, handling duplicate folders, and archiving what’s no longer needed.
Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

Tom Halbert

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

Always good to have it cleaned up and feeling overwhelming with a lot of work goes away once you can remove some from the list

Anna Grigoryan

I have started a dedicated post for Custom Fields and CIT maintenance topic, let's share our best practices!

/hc/en-us/community/posts/31102627029143--Custom-Fields-Custom-Item-Types-CITs-How-Do-You-Keep-It-All-Clean

Linda Toomey

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

Amber Barber

I've already tagged the new cleanup topic, so I want to add #s 5 and 6

User & Permissions Management – How to efficiently manage inactive users, offboarding, and access permissions to streamline account access. We do project work with and for clients, and the number of short-term client users we need to onboard and offboard each month is relatively high.

Adoption of New Features – Tips for ensuring teams adopt new Wrike features while phasing out outdated ones. Just sounds interesting!

Kayla Erickson

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
Spaces & Folders Management – Best practices for structuring spaces, handling duplicate folders, and archiving what’s no longer needed.
Request Forms Optimization – How to track, consolidate, and refine request forms to reduce clutter and improve usability.
Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

Robyn Holmes

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

We are almost out of storage and I need to clean it all up but I don't want to lose the years of work we have documented in Wrike.

Iris van Enck

General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.