What is the Best Trick You Use for Managing Your Own Work?

I love Request Forms and Blueprints. I'm also a big fan of the Dashboards. I suspect that when I figure out how to use Custom Items I will use them everywhere.

What I want to know is - What is your favorite tool/process you have created to help you manage your own work? Did you create something really clever that uses a Wrike feature in an unexpected way? Did you create a custom field that lets you build a hierarchical list of priority tasks and reminds you when it is time to go for a walk?

I would love to hear clever helps for the Project Manager. I need all the tricks I can find!

Find more posts tagged with

Comments

Shelly Erickson

I have custom reports that provide overall project status but to manage my own tasks, I love the calendar! I added multiple users and can look at all task that are due as well as just my task. I find this very helpful in daily management. I also feel a sense of accomplishment when there is nothing past due! #nerdalert

Aloi Calvert

Hi Kelly. I created a personal DB that tracks all my daily tasks - Widgets I use - Overall Task List, due this week and due next week. That way I will be able to prioritize my weekly to do list and see if I have enough allocated to do so. The same format I used for other PMs so when we have our weekly meeting, it's easier to check what tasks are due in weekly basis and easy to move when needed. This way works for us since we work in a fast-paced environment.

Roxane Carrier

It depends on how I feel I have different ways to see the same info, but I mainly use a personal dashboard similar to Aloi, and also use 'my to-do' list view. I never tried the calendar approach, but seems interesting.

I don't like overdue either! I have an automation set up to remind me of upcoming due dates through the wrike inbox.
I use it to decide if I need to review the due date or focus on the task, depending on my priorities and workload.

Sven Passinger

The dashboard works well for me. Not onl for my tasks but also for my team and more. We have a dashboard for every person (looks the same for everyone). In this we have tasks assigned to you, tasks you accepted, tasks you are working on, and other status like waiting for input, tasks you have to approve...

So for all possible status in our workflow their is a bucket in the dashboard so you get a very good overview of tasks in the different status which are then ordered by date.

This allows me a very fast overview as some status must be worked on immediately and others are more long term. In the status itself you have sorted by date.

Sherrie Besecker

Dashboards work the best for me too - simply because I have the ability to add any specific data, into very customizable widgets! I also add the activity stream there - which lets me keep an eye on the most active tasks (so I don't have to keep going back to my inbox) and can respond directly from that widget. In addition, I keep a separate folder in my personal space to keep my own tasks and reminders of things that aren't necessarily part of a project, but literally my own to-do list - very helpful to keep everything in one place!

Kevin Thalacker

I am looking at our whole program, so Wrike Analyze helps with our progress and who needs follow up. From my personal tasks, I utilize a combination of Inbox and Dashboards.

Abigail Saunders

I created my own dashboards, one for me and for my employees. We also have custom workflows and overall project statuses, so it's more specific to us and easier to understand where the item stands.

Sean Wright

What a great question!

I will hop on team Dashboard... it's great to go there and see what needs my attention.

I also like the snooze feature for notifications; if I see something and don't want to tackle it or reply, I snooze it for the next day. This really helps on Fridays when you want to see it again Monday morning.

Heather Hernandez

I don't have any super clever tips to share, but since I have so many projects in Wrike I like to set aside time every day to keep up with it! I expect quick responses to my queries in Wrike, so I try to provide quick responses to my coworkers so we can move forward on projects.

Kelly Recinos

These are all great suggestions, thanks!

I have started making "Issue" folders - for example, we recently found that 15 tasks were not completed because they weren't visible to the design manager. The designer had too many tasks to differentiate which were overdue. - I know! Why didn't they look at the dates to determine what was next? That is another issue for another post. I created a folder of the now "blazing hot" tasks and generated a report to be waiting in the DM's inbox every morning until we clear the backlog.

Amy Hunter

Great question @Kelly Recinos A feature we have started using more and more is the Workload tool. This has been especially helpful with managing the workload of our design team and making sure no one is over assigned with tasks on a particular day/week. I have found it helpful for myself with managing my workload and being aware of how many tasks I am taking on within the time allocated and effort required.

Stacy Stone

The dashboard works exceptionally well for me—not only for managing my own tasks but also for keeping track of my team’s work, particularly those tasks requiring approvals.

This organization provides a clear, at-a-glance overview of tasks sorted by status and then ordered by date, which helps me quickly prioritize. Some statuses require immediate attention, while others are more long-term, and having them neatly categorized allows me to focus on what’s urgent first.

In addition to this, I customize my dashboard with specific widgets that display the data I need most. I also add the activity stream widget, which lets me monitor the most active tasks without having to constantly check my inbox—plus, I can respond directly from the widget itself.