Including a workflow in Wrike has the potential to significantly enhance the effectiveness and structure of your team. Having extensively utilized Wrike in my own professional endeavors, I can verify the immense benefits of a thoughtfully crafted workflow on a project. This piece will walk you through the steps of incorporating and tailoring workflows in Wrike, along with offering valuable personal suggestions and perspectives.
What is a Workflow?
Before we dive into the specifics of adding a workflow in Wrike, let’s first understand what a workflow is. In simple terms, a workflow is a series of steps that define how tasks or projects progress from start to finish. It provides a clear structure and set of guidelines for team members to follow, ensuring that work is completed in a systematic and efficient manner.
Now, let’s get started with adding a workflow in Wrike:
Step 1: Create a New Project
The first step is to create a new project in Wrike. This will serve as the container for your tasks and the workflow. Give your project a descriptive name and set the appropriate permissions for team members who will be working on it.
Step 2: Define Your Workflow Stages
Once you’ve created the project, it’s time to define the stages of your workflow. Think about the different steps or milestones that need to be completed for the project to progress. For example, your workflow stages might include “To Do,” “In Progress,” and “Completed.”
In Wrike, you can easily create these stages by adding custom statuses. Go to the project settings, click on “Workflow,” and then click on “Add Custom Status.” Give each status a name that reflects the stage of your workflow and choose a corresponding color to visually differentiate the stages.
Step 3: Customize Task Statuses
With your workflow stages defined, it’s time to customize the task statuses within each stage. This allows you to track the progress of individual tasks within the workflow. For example, within the “To Do” stage, you might have task statuses like “Not Started,” “In Review,” and “Blocked.”
Similar to creating custom statuses, you can customize task statuses by going to the project settings, clicking on “Workflow,” and then selecting “Customize Task Statuses.” Add the desired task statuses and assign them to the appropriate workflow stages.
Step 4: Assign Tasks and Track Progress
Now that your workflow stages and task statuses are set up, it’s time to assign tasks to team members and start tracking progress. In Wrike, you can easily assign tasks by clicking on the task and selecting the assignee from the dropdown menu. Team members can then update the task status as they work on it, providing real-time visibility into the progress of the project.
Personal Tips and Insights
Here are some personal tips and insights that I’ve gained from using workflows in Wrike:
- Keep your workflow stages and task statuses as simple as possible. Overcomplicating your workflow can lead to confusion and hinder productivity.
- Regularly review and optimize your workflow. As your project evolves, you may find the need to add or modify stages and statuses to better align with your team’s needs.
- Communicate the workflow to your team. Make sure everyone understands the purpose and expectations of each stage and status in the workflow.
- Don’t be afraid to experiment. Wrike offers a range of customization options, so feel free to explore different workflows and see what works best for your team.
Conclusion
Adding workflow in Wrike is a powerful way to streamline your team’s work processes and enhance collaboration. By following the steps outlined in this article and considering the personal tips and insights shared, you’ll be well-equipped to create an effective workflow that brings structure and clarity to your projects. Start harnessing the power of Wrike’s workflow features today!