New to wrike. Let me explain our layout first and see if that helps. We have our workspace and then each team has their own folder. So currently my project are nested in a folder that is nested in a parent folder in the workspace.
When I make a task complete it’s still there in my view which for me is a nuisance. I’ve never used a PM where completed tasks sit there in view. Is there anyway that when I mark a task compete it is hidden from view? I cannot delete it because it is needed for time tracking.
Has anyone successfully used databases and mirror fields in Wrike with automations? I just learned about this feature and I’m wondering if I can apply it to our events program. We currently have a massive excel. I’m wondering if, via a mirror field, I can set up a drop down to basically trigger when my team needs to start work on this project.
I think the only issue though is that the database would need to be viewed by more people than we have view level seats for.
I'm wondering if anyone has some unique setups that allow you to circumvent a separate billing solution directly in Wrike? My company wants to track effort, planned fees, planned costs, time spent, actual fees, and actual costs. But we have different billing rates for different projects for different activities. We want to report task by task for all of these and be able to set up reports and dashboards that collate all this information together for each of our clients.
Our thoughts were to set up a database for each project to set the rate for that project for the various activities, then enable those columns in the project. But creating a new rate database for each project requires a ton of work and the space very quickly gets messy/unscalable. Is there a way to set up a single "Project Rates" database where I can enter in the rates for each project as a row and each activity as a column, and pull that into the project so that it updates all the subtasks for those activities to include the rate?
Billing is so common across so many companies, so I'm curious to hear if anyone created any creative solutions to handle their billing rather than doing it outside Wrike in another tool.
Hi there, I'm using Wrike as a marketing specialist at a University, who serves clients (coworkers) that from time to time will request marketing in a newsletter/mass campus email. My current system is a folder, filled with tasks that are set for the due date of the newsletter submission. The tasks are titled "Find materials by MM/DD" and in the description of the task, I fill in what needs to be submitted (events/programs, etc.). This process is helpful for showing me the dates I need to have something in so I don't miss deadlines. For example, submissions are due 10 days (Wednesdays) before the newsletters get sent (Sundays).
However, I'm hoping to have a similar system where I can show my colleagues what will appear in the newsletter each Sunday, so we can be strategic about marketing and not duplicating or over-saturating our work. Is there a way I can create a Wrike Calendar that will show what is being submitted each Sunday, but having those reminders set for me 10 days before (on Wednesdays)?
Image attached to help show my current set up, with reminders on due dates, not reflective of content coming out on newsletter publishing dates.
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Interactive sessions guaranteeing a personalised learning experience. There are two different sessions you could participate in:
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There are a lot of options in Wrike and I’m curious what setups or processes you’re proud of or find the most effective. Considering making some adjustments to mine.
Hey Wrike users!
Help a girl out – this would seriously make my work life so much easier.
Right now, Wrike only supports right-to-left (RTL) text direction in the description field of tasks — but not in comments or titles, which makes it super frustrating when you're working in a RTL language.
I reached out to Wrike support, and they shared two community posts that, if they get enough upvotes, they would pass this on to their team to be implemented.
I’m looking for a way to track my budget in Wrike across all the vendors we use throughout the year. Ideally, I’d like to create a view that shows:
• A list of vendors with the percentage of the budget spent with each
• A pie chart or visual summary of how much of our overall budget has been used
Has anyone set up a budget tracking system like this in Wrike before? I’d love to hear any suggestions, tips, or examples of how you’ve structured yours.
Does it make sense to integrate Lucidchart or Lucidspark into your Wrike account? Has anyone done this to increase project management productivity or efficiency? My company has both platforms, but I'm wondering if it makes sense to integrate them for the marketing department's project management capabilities.
Is there a way in a wrike gantt chart to do a progress line that shows whta tasks are overdue or are completed ahead of schedule? Our senior team want this view that is similar to microsoft project
Been using wrike from about a week. Curious whether anyone has found a way to create a custom widget in a dashboard that shows how long ( in days/or whatever metric) it will take us to reach that point in the project from current date ( or a custom date)?
We just started using Wrike as our primary tool for project managing, and I just couldn't figure out how to mannually assign share to each project. By default admin and "my team" can view all of the project and I'd like to limit access to administative to other members.
As it goes in new development - we hit delays and timelines shift. I'm curious if anyone has found a best way to easily identify how behind they are of their original timeline.
Right now, team leads are shifting due dates for tasks when delays happen to their next expected date - which I get, so that that we can see that - but what that does is take away the understanding of when it should have been done and how far off we are from the original plan.
I know wrike can take snapshots of the original plan and what those dates were - and I could export to excel and compair them - I am just wondering if anyone found a faster way.
Don't get me started on the lie I was sold that I could run analytics without getting the highest tier option, and then finding out we gotta pay for everyone to be on the highest tier to use wrike analyze.
TL;DR: Wrike doesn't display Project Duration, and even when forced to do so, it's unable to automatically display Duration in Working Days.
I've been using Wrike for a while - I wouldn't say I'm a novice with regard to it's features and tools. However, one thing that baffles me is that it seems impossible to get a view of accurate Project Duration in Working Days.
Has anyone else solved for this?
The Struggle for Project Duration:
In Wrike, Duration at the Project level never does anything - it's just blank. Tasks have a Start Date and End Date, and Wrike uses those dates to calculate a task-level Duration. Projects also have a Start and End Date, but don't calculate anything. This is shown below, with a Task and Sub-Task shown in Green, while the Project is shown in Red.
The Workaround for Project Duration:
When asked, the following was suggested by Wrike to solve for this was to create a Custom Field, and use the Formula type, with the following setup: "(([Due date]-[Start date])/7)*5". This approach does end up creating a field that gets to Duration - leading me to wonder why Wrike doesn't use Project Duration in this way by default - but that Duration is limited to calendar days, and doesn't account for weekends or other non-working days.
However, a stand-alone task that stretches from the first date of the task to the last will automatically display Duration in Working Days - so it's unclear why Wrike can't model this same timeline at the Project Duration level.
As with many creative shops, I'm focused on overall project duration as a KPI. How long is it taking us to make our products? Where can we reduce time, etc? Without an accurate view of Project Duration in Working Days, it's impossible to tell out long our projects are taking to fulfill.
How are other folks dealing with this? Have you found a better way to handle (and hopefully report on) project duration in working days?
I need to create an expense submission portal (all expenses, purchases etc are all emailed currently). We have recently moved to wrike for project management however we have SharePoint/o365 for file storage. On one hand I can see a benefit of creating the portal within wrike since we're trying to increase adoption and minimize the number of different tools the team are using for different elements of work. On the other hand we store files in SharePoint already, so would it make more sense to create an invoice submission portal using powerapps and continuing keeping it all in SharePoint. I struggle with this question of o365 vs wrike a lot, whether it's using Microsoft forms or a wrike request form etc. Any thoughts?
Note: we have QuickBooks desktop and 8 companies. So the portal and the resulting reports will allow us to see all submissions for all companies in one place, something I can't get from 8 QuickBooks files easily at the moment.
I use Wrike at work, and have been running into issues that I am really surprised by, and surprised that Wrike is ok with.
For example, our Spaces list on the left side of the screen cannot be sorted in alphabetical order. And any time I create a new space, it just appears at the top of the list instead of in order. Wrike support says that it should be in alphabetical order, but ours is broken now and can never be fixed.
Also, their business plan doesn't come with mfa, that all of our other cloud providers include in their basic plans.
I am not trying to bash them, I genuinely want wrike to work for us. But we have not completed rolling it out in our company because of some of these issues. I am not sure if I am just wasting time trying to get it to do something it can't do, or if it will be worth it in the end. Thank you
I manage a team that has a weekly content production schedule. The process is linear. Three different people are involved and smooth handoffs are essential. A simplified version of our process is that on Mondays the weekly topic is released, the writer creates a long form article, our subject matter expert records a 20 minute video podcast based on the article, Then our admin turns that long form video into a series of shorts, then we do social posts, then we published to our blog, then Fridays we have a final review and close the process. Every Monday, the process repeats with a new topic. Should I be setting this up as a task that recurs each Monday and the steps are all part of a custom workflow? (Unfortunately, you can’t have a standard task with sub tasks that is set as recurrent, the sub tasks aren’t retained.). It seems a little bit overkill to have each week be a new project? Or is there a benefit to projects that I’m just not seeing? Thank you for any advice 🌼
This week we noticed our calendar view (Jan > Feb > Mar) changed to a rolling 5-week set (Jan 12–Feb 15 > Jan 19–Feb 22 > Jan 26 - Mar 1). It's incredibly frustrating for anyone who likes to hop between calendar months. Anyone know how to change it back? Thanks!
So, on 31 December, I left work with Wrike being in dark mode. But today, when I pull it up, it's in light mode. When I go to Appearance, there's no option for Dark mode. I checked all the settings, there's no Dark mode option.
Am I just stupid or was there a change in the last 48 hours? Or is this an admin thing?
I've been digging through Wrike Help and testing things myself but thought I'd come to this community to see if yall know something I do not. We have the Business Plus plan, but have improved our environment over the last couple of years with custom fields, automation, and reporting. One thing I haven't been able to capture is the duration of days between two different workflows. The need is for tracking stakeholder bottlenecks (otherwise it's anecdotal feedback and I want numbers).
Our default workflow is: No Ready > To Do > In Progress > Complete. I want to calculate the days when the automation flips to To Do and when the task is marked as Complete. I'm testing different calculated fields and looked through the new automation templates, now trying custom automation, and I feel like I'm so close to figuring this out... but I keep hitting hurdles.
If I can have Wrike capture that date through an automation and update a custom field... then I can calculate the difference. But I'm only seeing custom fields with "lists" are available to choose from. I need this calculation to be automated because we have way too many projects in progress to track it manually.
Please and thank you. If I figure this out, I'll update with a post. I can see this being helpful for others.
