Using Wrike to create a timeline is an effective method for displaying project status and monitoring significant milestones. As a frequent user of Wrike, I have discovered that timelines not only serve a practical purpose, but also enhance the visual presentation of project timelines to both clients and stakeholders. In this article, I will walk you through the step-by-step process of creating a timeline in Wrike, while also offering my own personal insights and tips.
Step 1: Set Up Your Project in Wrike
Before you can create a timeline in Wrike, you’ll need to set up your project and add all the necessary tasks and subtasks. Wrike offers a user-friendly interface that allows you to organize your project in a hierarchical structure, making it easy to define dependencies and assign tasks to team members.
Once your project is set up, you can start building your timeline.
Step 2: Navigate to the Timeline View
To access the timeline view in Wrike, click on the “Timeline” tab located at the top of the project’s workspace. This will open the timeline view, where you can see all the tasks and their respective durations in a visually appealing format.
Here’s where the magic happens!
Step 3: Customize Your Timeline
Wrike offers several customization options to make your timeline stand out and suit your project’s needs. You can adjust the zoom level to display a specific time range, change the color scheme, and even add personal touches like milestones or markers.
To add a milestone, simply click on the desired date on the timeline and select “Add Milestone” from the options menu. This will create a visual indicator to highlight important events or deadlines.
Step 4: Share Your Timeline
Once you’re satisfied with your timeline, it’s time to share it with your team, clients, or stakeholders. Wrike allows you to easily share your timeline by generating a unique URL that can be accessed by anyone with the link.
Pro tip: If you want to add some personal commentary or insights to your timeline, you can include it in the project description or use the comment feature to provide context and explanations for certain tasks or milestones.
Conclusion
Creating a timeline in Wrike is a straightforward process that can greatly enhance your project management experience. By visualizing your project’s timeline, you can effectively communicate progress, identify potential bottlenecks, and keep everyone involved on the same page.
Remember to personalize your timeline with meaningful milestones and markers to add a personal touch and provide additional context to your project. With Wrike’s intuitive interface and powerful features, you’ll be able to create dynamic and engaging timelines that impress both your team and clients.