How To Close A Project In Wrike

How To Articles

Hello there! Today, I would like to discuss my own personal experience and insights on effectively closing a project in Wrike. As a longtime user of this project management tool, I have discovered several useful tips and techniques that I believe will be beneficial for you.

When it comes to closing a project in Wrike, it’s important to follow a structured process to ensure all loose ends are tied up and the project is officially complete. Let’s dive into the steps:

Step 1: Review and Evaluate

The first step to closing a project in Wrike is to review and evaluate the project’s objectives and deliverables. Take the time to assess whether all the goals have been achieved and if there are any outstanding tasks or milestones that need to be completed.

I always find it helpful to create a checklist or a task list to keep track of everything that needs to be reviewed. This way, I can systematically go through each item and make sure nothing is missed.

Step 2: Communicate with Stakeholders

Next, it’s important to communicate with all the relevant stakeholders involved in the project. This includes the project team, clients, and any other external parties who have been involved.

Wrike provides excellent communication tools such as comments and @mentions, which make it easy to keep everyone informed and involved. I recommend scheduling a final project meeting or sending out a project closure email to ensure everyone is aware of the project’s completion and any next steps.

Step 3: Document Lessons Learned

One of the most valuable aspects of closing a project is taking the time to document lessons learned. This allows you to reflect on the project’s successes and challenges, and identify areas for improvement in future projects.

In Wrike, you can utilize the project’s discussion board or create a dedicated task to capture these lessons learned. Encourage your team members to share their insights and experiences, and be sure to record any recommendations for future reference.

Step 4: Archive Project Files

Once the project is officially closed, it’s a good idea to archive all project files and documents for future reference. This ensures that the project’s information is easily accessible in case it’s needed later on.

In Wrike, you can easily create a project archive folder and move all relevant files into it. This way, you can keep your workspace clean and organized, while still having access to the project’s historical data.

Conclusion

So there you have it! Closing a project in Wrike involves a few key steps: reviewing and evaluating the project, communicating with stakeholders, documenting lessons learned, and archiving project files. Following this structured process will help ensure a smooth and successful project closure.

Remember, each project is unique, so don’t hesitate to adapt these steps to fit your specific needs. Happy project closing!