How To Track Subcontractors In Wrike

How To Articles

Efficiently monitoring subcontractors in Wrike is a crucial component of successful project management, facilitating efficient teamwork and punctual task completion. As a user who has utilized Wrike extensively for subcontractor management, I can confirm the efficacy of its robust functions in streamlining the process. In this piece, I will provide a walkthrough of the subcontractor tracking process in Wrike and share my personal observations.

Introduction

When working with subcontractors, it’s crucial to have a centralized platform that allows you to monitor their progress, assign tasks, and communicate effectively. Wrike is a popular project management tool that offers all these capabilities and more. With its user-friendly interface and robust features, it is the ideal solution for tracking subcontractors.

Step 1: Setting Up a Project

The first step in tracking subcontractors in Wrike is to set up a project specifically for them. Start by creating a new project and give it a descriptive name. This will help you differentiate it from other projects in your workspace.

Next, create a folder within the project to organize the tasks and information related to the subcontractors. You can create subfolders for different subcontractors or divide them based on the type of tasks they will be working on. This hierarchical structure will make it easier to navigate and manage the project.

Step 2: Assigning Tasks

Once you have set up the project and folder, it’s time to assign tasks to the subcontractors. In Wrike, you can create tasks using the task creator tool. Specify the task name, due date, and any additional details or instructions that the subcontractor may need.

Assign the task to the appropriate subcontractor by selecting their name from the assignee dropdown menu. This will ensure that the task appears in their task list and they receive notifications about it.

It’s important to provide clear instructions and expectations for each task to avoid any confusion or delays. This can be done by adding comments, attaching files, or using the @mention feature to directly communicate with the subcontractor.

Step 3: Tracking Progress

Tracking the progress of subcontractors is crucial to ensure that tasks are being completed on time and within budget. Wrike offers several tools and features to help you monitor their progress effectively.

One of the most useful features is the Gantt chart, which provides a visual representation of the project timeline. You can use this tool to view all the tasks, dependencies, and milestones associated with the subcontractors. This allows you to identify any potential bottlenecks or delays and take proactive measures to resolve them.

Additionally, Wrike’s real-time updates and activity stream feature keep you informed about the status of tasks and any changes made by the subcontractors. This ensures transparency and enables you to address any issues promptly.

Step 4: Documenting and Evaluating

Documenting the progress and performance of subcontractors is essential for future reference and evaluation. Wrike provides various options to capture and store this information.

You can use Wrike’s file attachment feature to upload and share important documents, such as contracts, invoices, or reports, with the subcontractors. This eliminates the need for separate email exchanges and ensures that all relevant information is accessible in one place.

Furthermore, you can use Wrike’s built-in reporting and analytics tools to track the subcontractors’ productivity, efficiency, and adherence to deadlines. This data can be invaluable when evaluating their performance and making informed decisions for future projects.

Conclusion

Tracking subcontractors in Wrike is a straightforward process that offers numerous benefits for project management. By setting up a dedicated project, assigning tasks, tracking progress, and documenting the results, you can ensure effective collaboration and efficient completion of tasks. With its intuitive interface and powerful features, Wrike provides a comprehensive solution for managing subcontractors and optimizing project workflows.