If you attended the recently concluded Wrike Collaborate 2024 event, you already know it was all about our new rallying cry, do less, achieve more. But even if you couldn’t catch every moment, you’re in luck as we’ve done the heavy lifting for you to make sure you don’t miss a thing.
We know that every great event leaves a trail of important conversations and burning questions, so we’ve rounded up the best Q&A moments from our mainstage keynotes and our most attended breakout sessions. These responses are here to help you make the most of what Wrike has to offer. Let’s get into it.
Q: When should we use Azure DevOps/Jira/Aha vs. Wrike? Or is Wrike going to cover what all the other tools do? Any general guidance?
A: It depends on your use cases and team workflows. There are Wrike functionalities that fit almost any use case, but we know there are specialized tools for certain processes, so that’s why we have our amazing Wrike Sync or integrations to keep track of those and have them in Wrike at the same time. Check out our Help Center article and our breakout session, “Improve Workflows With Agile Development and Wrike Integrate,” for more information.
Session: Fireside Chat With Cadence Bank
Note: If you missed any of the live sessions, you can still catch all the valuable insights by registering for on-demand access. Head over to the main Collaborate page to view the recordings at your convenience.
Q: Is there a way to track the number of requests within Wrike or is that a manual tracking?
A: You can track requests using Wrike’s Activity Report, which shows all items in an account. Dashboards and charts also help you track requests and their progress. Use dashboards for incoming requests and their statuses or charts to see how many requests were met or breached SLAs.
Session: Product Keynote: The Evolution of Intelligent Workflows
Q: How does your events team work out of Wrike? I’ve found event management to be harder to handle in Wrike than creative teams.
A: Have you checked out our event management space template? It’s a great starting block, and I’ve found that using it and adding in things like CITs for vendors, locations, etc., is a great way to manage events. Add in Datahub, and you can really grow it from there.
Session: Elite Ideas From the Wrike Elite 100
Q: I’d love to hear about plans for reducing unnecessary notifications and ensuring important messages reach the right people, as well as tailoring automated reminders.
A: We’re helping organizations tackle eliminating unnecessary work with our Work Intelligence® solution. It includes all things AI and automation! And, you can make sure the right people are getting the right message by making sure you have the right person for the job. We rolled out intelligent skills management and advanced resource planning earlier this year to do that.
Session: Your Move: Strategies and Tactics to Do Less and Achieve More
Q: Can you add/build a creative brief directly into a project? We get briefs over email and want to avoid manually adding details to Wrike.
A: Absolutely. Wrike offers several ways to automate the creation of projects from creative briefs received via email. You can use Wrike’s email integration feature to send emails directly to a Wrike folder or project, automatically creating tasks based on the email content. Additionally, if you’re looking for more advanced automation, Wrike’s integrations can trigger the creation of a project in Wrike when an email is received with certain criteria.
Session: Empowering Efficient Teams for Growth Using Wrike
Q: Besides “Campaigns,” what other item types have you used or would recommend? We’re just using projects and tasks now.
A: It all starts with understanding your deliverables! What are your day-to-day action items? If they are general projects or simple tasks, there’s no need to add more item types, but if you would like to be granular on the type of request you receive, or even OKRs, etc., the possibilities are immense. Specific to creative agency Jellyfish, it uses assets (think a creative deliverable), posts, and even CITs specific to the client it’s working for.
Session: Scrap the Spreadsheets: Increase Collaboration
Q: Is it possible to track capacity using story points instead of hours?
A: Yes. You can create custom fields for story points and track them in dashboards, using story points as a metric for user assignment and capacity.
Session: Optimizing Workflows for On-Time Delivery
Q: How do you manage complex projects with a lot of steps? Do you break them into tasks or smaller projects?
A: Automations throughout the workflow can streamline delivery and reduce busywork. Custom item types can also help create repeatable steps within complex projects.
Session: Make Wrike an Essential Part of Your Marketing Team
Q: How do you organize team status meeting notes in Wrike for an easy overview?
A: There are a couple of ways to do this. You can store notes in the description of a task or use a custom field. The benefit of custom fields is being able to see all notes easily within the Table view.
Session: Pro Tips to Onboard, Collaborate With, and Unite Teams in Wrike
Q: We want to automate tasks moving to “Ready” when dependencies are met but struggle because different tasks have different workflows. Any recommendations?
A: Utilize custom automation rules. Wrike allows you to create custom automation rules based on specific triggers. You can set up a rule that monitors the status of dependent tasks. For instance, you can create a rule that triggers when all predecessor tasks are marked as completed. This can be done using the “All predecessor statuses change to” trigger, which works for tasks and task-based custom items.
Session: Get More Done in Less Time With Wrike’s GenAI and Automation
Missed Collaborate 2024? Watch the replay
If you missed any sessions or want to revisit key moments, you can watch the full recordings now. Replay the sessions to get even more practical tips and insights to transform the way you work with Wrike.
