Event Management in Wrike

Our team is looking to create a single form for our event management in wrike where program managers can select individual tactics with in the form that will generate BPs. Right now we have a massive BP that include all of the event logistics, pre, post event tasks, and tactics but we are trying to improve our processes. Does any one have any feedback on how you are managing events in Wrike? From large national events to virtual events. How are you setting it up in Wrike?

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Comments

Libby Middleton

I would like to see this as well. We hold virtual and in-person events and want a way to report to senior leadership on status and forecasting on major categories/milestones within each event. We are thinking of setting up each event as a project, and within the project, we have projects for each category/milestone with event-specific tasks underneath. We are thinking of having specific workflows under the category/milestone as on-track/off-track or something like that. I need to find a way to have planned dates and actual dates in the report.

Amy Hunter

We have a request form which gathers all the required information for events that are requested by teams outside of our central M&C team. This request form triggers a blueprint which has subprojects for all the different teams involved i.e. marketing automation, design, web etc. Questions within the form are linked to custom fields that can be reported on. For event projects that are set up by our teams we use blueprints and ensure the required custom fields are completed. Our teams keep track of the projects by using dashboards and filtering via workflow status.