In this video, we’ll show how Wrike can help you get clarity into where work progresses,
cut email threads, and make sure you meet your deadlines.
Meet Christy, a marketing manager.
At the beginning of her workday, she opens Wrike,
and sees 1 new thing that needs her attention in the Inbox
an @mention from one of her colleagues.
Christy has been asked to review a blog post before it’s published.
Earlier on, she defined the necessary stages of work for this post
and had assigned them to team members.
Because of that, everyone knew who was responsible for what and what the deadlines were.
Now, Christy’s team members have finished writing the copy, have proofread it,
and have sourced an image for the post.
The only thing left to do is to review the draft and publish it!
Before reviewing the blog post, Christy first wants to check on
what else is on her plate for today so she can prioritize work correctly.
She snoozes the blog post notification until the afternoon
to make sure she doesn't forget to pick it up.
At a designated time, she will receive the very same notification again
and will be able to proceed with the necessary steps.
Christy then opens her personal Dashboard
and sees all her tasks grouped based on her pre-selected criteria.
This means she never misses deadlines and understands what to work on first.
The first list she sees is all the tasks assigned to her that have their due date today.
She can open any task right from here and click all the details, change the status,
or clarify the requirements or comment on what's been done.
Apart from To Do Today tasks,
she has a widget that shows her all the tasks
expiring in the next 7 days to ensure she doesn’t miss deadlines,
all overdue tasks,
and all the tasks she has assigned to the design team members
so she can track their progress and ping them if any updates are needed.
After all the tasks due today are completed,
Christy receives the notification that she has snoozed earlier again.
She opens the task and sees the Google doc with the draft attached to the task.
As you can see, she’s able to open it directly from the task,
which saves her a lot of time searching for files.
This used to happen to her when the team used emails for that purpose.
Christy likes the copy but not the picture.
She uploads an image she thinks is more appropriate by clicking the, “Attach files” button.
After that, she goes to the comments section and @mentions William, who’s a designer,
and adds a message:
“Hey, could you please replace the image with this one or something similar?''
Christy will see the comment she left in the “Sent” section of her Inbox
so she can easily find it later in case follow up is needed.
William will receive a notification in his inbox containing Christy’s message,
and he’ll immediately understand what action regarding this task is required from him.
After William has replaced the image in the draft, he @mentions Christy and leaves a message,
“All done.”
Christy takes a final look at the updated draft
and changes the status of the task to “Completed.”
Since this task is interconnected with the last one with a dependency,
Dom, who’s responsible for publishing the post,
gets notified automatically that he can now start working on his task
which minimizes delays between steps.
Keeping all communication in Wrike ensures that no details get lost.
Team members always have the opportunity to review what was previously discussed
and check whether the work that’s being done complies to project requirements.
Dom successfully publishes the new post and changes the status of the final task to “Completed.”
Now the project is finished and as the project owner, Dom changes its status accordingly.
There’s one last thing he needs to do: move the project to the Archive folder.
This way the left-hand side navigation panel is kept uncluttered.
Using a personal Dashboard for monitoring your work, regularly checking your Inbox,
and making the necessary updates will reduce stress and miscommunication,
ensure no time is wasted on searching for necessary details,
and help you stay aligned with the team on all the work you do together.
Adopting these practices will bring a huge difference to your work life!