Setting up multiple client folders in Wrike can greatly enhance your project management capabilities and help you stay organized. As someone who has used Wrike extensively, I can confidently say that this feature has been a game-changer for me and my team.
Before diving into the steps, let me briefly explain what Wrike is. Wrike is a powerful project management software that allows teams to collaborate, track progress, and manage tasks efficiently. Whether you work in marketing, design, or any other industry, Wrike can be a valuable tool for streamlining your workflow.
Step 1: Create a Workspace
The first step in setting up multiple client folders in Wrike is to create a workspace. A workspace acts as a container to hold all of your projects and tasks related to a specific client. To create a workspace, simply click on the “+” button next to the “Workspaces” section in the sidebar and give it a name. You can customize the workspace with a color or icon to make it easily identifiable.
Step 2: Add Clients as Projects
Once you have created a workspace, the next step is to add your clients as projects. Each project will represent a different client and will contain all the relevant tasks and files related to that client. To add a project, click on the “+” button next to the “Projects” section in the sidebar. Give the project a name and assign it to the corresponding workspace.
Adding personal touches to each project can make it feel more personalized and tailored to the specific client. For example, you can add a cover photo that represents the client’s industry or include custom fields to capture specific client information.
Step 3: Organize Folders and Tasks
Now that you have set up the workspace and added clients as projects, it’s time to organize your folders and tasks within each project. Folders provide a structured way to group related tasks and files. You can create folders based on different project phases, departments, or any other criteria that makes sense for your workflow.
Within each folder, you can create tasks and subtasks to break down the work further. Assign tasks to team members, set due dates, and add descriptions or comments to provide context. Wrike also allows you to attach files directly to tasks, making it easy to collaborate and share documents.
Step 4: Customize Views and Dashboards
One of the great features of Wrike is the ability to customize views and dashboards to fit your needs. You can create custom views to see only the tasks and folders that are relevant to a specific client. This can help you stay focused and avoid getting overwhelmed with information.
Dashboards, on the other hand, allow you to get a high-level overview of your projects and track progress at a glance. You can create widgets to display key metrics, upcoming deadlines, and task statuses. Customizing your dashboards can save you time and provide valuable insights into your projects.
Setting up multiple client folders in Wrike can greatly improve your project management workflow. By creating workspaces, adding clients as projects, organizing folders and tasks, and customizing views and dashboards, you can stay organized, collaborate effectively, and deliver outstanding results for your clients.
So why wait? Give it a try and experience the power of Wrike for yourself!