How To Customize Wrike

How To Articles

Although Wrike is already a robust project management tool, it also offers extensive customization options for a personalized experience that meets your specific requirements. In this article, I will provide step-by-step instructions on how to customize Wrike, as well as share personal insights and suggestions based on my own usage.

Customizing the Workspace

The first step in customizing Wrike is to make your workspace feel like your own. You can start by uploading a custom logo or banner that represents your brand or team. This adds a personal touch and helps create a sense of ownership.

Next, you can customize the layout of your workspace by rearranging the task lists, folders, and projects. This allows you to organize everything in a way that makes the most sense to you and your team.

Furthermore, you can choose your preferred theme or color scheme to match your personal style or company branding. This not only enhances the visual appeal but also makes it more enjoyable to work in the system every day.

Configuring Task Views

One of the great things about Wrike is its flexibility in how you can view and organize tasks. By customizing the task views, you can optimize your workflow and make it more efficient. For example, you can choose to display tasks in a Kanban board style, which allows for easy visualization of the progress of each task.

Additionally, you can customize the columns displayed in the task view, add filters, and sort tasks based on different criteria such as due date, priority, or assignee. This level of customization allows you to focus on what matters most and easily find the information you need.

Creating Custom Workflows

Another powerful feature of Wrike is its ability to create custom workflows. By defining your own stages and statuses, you can design a workflow that aligns with your team’s unique processes. For example, you can create stages like “To Do,” “In Progress,” and “Completed,” and define different statuses within each stage.

With custom workflows, you can easily track the progress of tasks, identify bottlenecks, and ensure that everyone is following the same process. This level of customization allows for better collaboration and improved efficiency.

Adding Personal Commentary

One of my favorite features of Wrike is the ability to add personal commentary to tasks and projects. This allows me to provide context, share my thoughts, and engage in discussions directly within the platform. I find it incredibly valuable to have all the relevant information and discussions in one place, rather than scattered across different communication channels.

By adding personal commentary, you can also provide updates, ask questions, or provide feedback to your team members. This creates a more interactive and collaborative environment, making Wrike not just a project management tool but also a communication hub.

Conclusion

Customizing Wrike to add personal touches and commentary can greatly enhance your project management experience. From customizing the workspace to configuring task views and creating custom workflows, Wrike offers a range of customization options that allow you to make the tool work for you. By adding your own personal commentary, you can foster collaboration and improve communication within your team. So go ahead, explore the customization options in Wrike, and make it your own!