So you've spent some time choosing the best solution for managing your team’s work,
you've learned all the ins and outs, and you've set up processes.
But it’s all for nothing if the team is reluctant to actually use the tool.
In this short video, you’ll learn some best practices
on motivating and training your team on using Wrike.
Now let’s start with motivation.
It’s natural for each individual to ask, “What’s in it for me?”
So the first step is making it clear how each individual on your team will benefit
and how this will help them in their daily activities.
Our customers most often cite these benefits:
Fewer status update meetings,
Less chaos overall
so it’s easy to find the work they need to focus on,
Eliminating or significantly decreasing the number of human errors,
More action-focused discussions and fewer emails,
And easy access to the latest file versions (unlike with email attachments).
To get the whole team excited about your new tool
consider scheduling a short kickoff meeting
where you discuss your current challenges and roadblocks
and clearly articulate how Wrike will solve them.
After that it's time to train your team.
The good news is not everybody is required to be a Wrike ninja.
Different levels of knowledge are required for admins,
work creators and managers,
and individual contributors.
We offer learning paths for each role in all our educational materials, including:
Interactive courses in Wrike Discover,
Getting started and video tutorials in our Help Center,
And our best practices or videos on YouTube.
Your role is to point your team to the right resources.
And you can always turn to our professional services consultants for additional support.
To get you started,
we find that individual contributors need to understand these four main points:
1. The difference between spaces, folders, projects, and tasks
so they can easily navigate Wrike and find the information they need.
2. Where to find their work:
in their Inbox and personal dashboard.
3. How to start a project.
Yes, everyone needs that — not just managers.
Any initiative that requires collaboration and includes a deliverable and a due date is a project.
And finally four.
Understanding sharing, following, and assigning.
Essentially when to use what and how to communicate with @mentions.
Right under the video you can find a checklist with all these concepts properly explained.
Next, it's time to train the team how to properly use Wrike.
We‘ve collected some tips to help you out.
Adopting any new tool takes time.
Be ready to help your team navigate this process smoothly.
You can do that by creating a Wrike FAQ folder in your account
or even holding regular Wrike office hours where the team can raise their questions.
Lead by example.
Assign all work in Wrike.
Ideally, tasks should be limited to one assignee instead of multiple assignees.
That way it's clear who's responsible for getting the work done.
Don't assign more than five or ten tasks per person at a time.
Attach files to tasks,
communicate in Wrike,
and keep due dates current.
Your team won't use the tool unless you do.
Ask your team members for input on the tool.
Sit together and discuss how to organize everything in Wrike
so that everyone benefits from using it.
People more readily adopt things that they had a hand in creating.
Create a project template assigned to the person who is usually responsible for this type of work.
That way they can launch a new project in a couple of clicks
instead of creating it from scratch every time.
Set up personal dashboards to make sure team members can find and prioritize their work.
Don't be afraid to remind people to use Wrike.
Ask questions like “Have you attached this document to the task?”
or “Have you changed the status to ‘In Progress’ to show that you’ve started working on the task?”
Adopt the stance “If it’s not in Wrike, it doesn’t exist”
and ensure that Wrike becomes a single source of truth for everyone.
Use incentives.
Set up a nice reward (for example, Wriker of the month)
for the most tasks or learning courses completed.
Whatever works for your team and your culture.
This will motivate the team to use Wrike regularly.
Taking a few small but significant steps
can help you get your team on board with your new solution.
Have questions, ideas, or tips on successful team adoption?
Please share them in the comments.
Together we can create the ultimate list of best practices.