Expanding the number of fields in Wrike can be a valuable means of tailoring your workflow and monitoring extra details that pertain to your projects. This article will walk you through the steps of incorporating more fields in Wrike and offer some personal recommendations and suggestions throughout.
Step 1: Accessing Custom Fields
To start adding more fields, you need to access the Custom Fields settings in Wrike. Here’s how:
- Go to your Wrike workspace and click on the gear icon in the top-right corner to access the Settings menu.
- Select the “Workspace Settings” option.
- In the left sidebar, click on “Custom Fields.”
- Here, you’ll see a list of all the existing custom fields in your workspace.
Step 2: Creating a New Custom Field
Now that you’re in the Custom Fields settings, let’s create a new field:
- Click on the green “New Field” button.
- Choose the type of field you want to add. Wrike offers various options like text, number, date, dropdown list, etc.
- Give your field a name that clearly describes its purpose.
- Customize the field settings based on your needs. You can define its visibility, whether it’s required, and set default values if necessary.
- Save your new custom field.
Step 3: Applying Custom Fields to Projects
Once you’ve created your custom field, you need to apply it to the specific projects where you want to use it:
- Open the project where you want to add the custom field.
- In the project view, click on the ellipsis (…) button next to the project name.
- Select “Customize Project.”
- In the Custom Fields tab, you’ll see a list of all available custom fields.
- Check the box next to the custom field you created to enable it for this project.
- Click “Save” to apply the custom field to the project.
Now, whenever you open the project, you’ll see the custom field displayed as an additional column in the project view. You can enter data into the field for each task or item within the project.
Personal Tips and Commentary
As someone who has used custom fields extensively in Wrike, I’ve found them to be incredibly useful in tailoring the platform to suit my specific needs. Here are a few additional tips:
- Think carefully about the information you want to track before creating custom fields. It’s essential to choose fields that will genuinely enhance your workflow and provide valuable insights.
- Consider using dropdown lists for fields with predefined options. This can help standardize data entry and prevent inconsistencies.
- Regularly review and update your custom fields. As your projects evolve, you may find that certain fields become obsolete or new ones are needed.
Conclusion
Adding more fields in Wrike is a straightforward process that allows you to customize your workspace and track additional information. By following the steps outlined in this article, you can create and apply custom fields to your projects effectively. Don’t forget to consider your specific needs and regularly review and update your custom fields to ensure they continue to serve your workflow effectively.