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Wrike

Information Technology > Project management

Description

Wrike is a versatile project management tool that allows users to organize tasks, manage team collaborations, and track project progress. It offers features like task creation and assignment, setting due dates, managing subtasks, and using advanced search filters. More advanced skills include creating projects, generating reports, setting up dashboards, and integrating with other tools. Expert users can automate workflows, customize Wrike for specific business needs, and train new users. Understanding Wrike can significantly enhance team productivity and streamline project management processes.

Expected Behaviors

✎
LEVEL 1

Fundamental Awareness

At the fundamental awareness level, users are expected to have a basic understanding of Wrike's interface and its purpose. They should be able to identify the platform's basic features but may not yet know how to use them effectively.

🌱
LEVEL 2

Novice

Novice users should be able to perform simple tasks in Wrike such as creating new tasks, assigning them to team members, setting due dates, using the timeline view, and adding attachments to tasks. They are still learning and may need assistance with more complex functions.

🌍
LEVEL 3

Intermediate

Intermediate users are expected to utilize more advanced features of Wrike. This includes using advanced search filters, managing subtasks, setting task dependencies, using the Gantt chart view, creating custom fields, and managing notifications. They should be comfortable navigating the platform and using it for daily task management.

⭐
LEVEL 4

Advanced

Advanced users should be proficient in creating and managing projects, using the report builder, setting up dashboards, using workload charts, configuring user groups and permissions, and integrating Wrike with other tools. They should be able to customize the platform to suit their team's needs and troubleshoot minor issues.

🏆
LEVEL 5

Expert

Expert users are expected to fully leverage Wrike's capabilities to improve team productivity. They should be capable of implementing workflow automation, customizing Wrike for specific business needs, troubleshooting common issues, training new users, and staying updated with Wrike's new features and updates. They are seen as the go-to resource for any Wrike-related queries or issues.

Micro Skills

✎
LEVEL 1

Fundamental Awareness

Getting started with Wrike
Recognizing the main navigation bar
Identifying the different sections of the task view
Understanding the purpose of different icons and buttons
Identifying the benefits of project management software
Understanding how Wrike can improve team collaboration
Recognizing the types of tasks that can be managed with Wrike
Recognizing the task creation feature
Identifying the purpose of the timeline view
Understanding the use of attachments in tasks
Recognizing the search function
🌱
LEVEL 2

Novice

Identifying the need for a new task
Navigating to the task creation page
Filling out the task details
Saving the new task
Identifying the appropriate team member for a task
Navigating to the task assignment section
Selecting the team member from the list
Confirming the task assignment
Determining the appropriate due date for a task
Navigating to the task due date section
Selecting the due date from the calendar
Confirming the due date setting
Understanding the purpose of the timeline view
Navigating to the timeline view
Interpreting the information presented in the timeline view
Manipulating tasks within the timeline view
Identifying the need to add an attachment to a task
Navigating to the task attachment section
Uploading the attachment
Confirming the attachment upload
🌍
LEVEL 3

Intermediate

Understanding filter options
Applying multiple filters
Saving custom filter views
Adding a new subtask
Assigning subtasks to team members
Setting due dates for subtasks
Tracking subtask progress
Understanding different types of dependencies
Creating dependencies between tasks
Adjusting dependencies as needed
Navigating the Gantt chart view
Creating and adjusting timelines
Managing dependencies in Gantt chart view
Understanding the purpose of custom fields
Creating a new custom field
Applying custom fields to tasks or projects
Editing and deleting custom fields
Understanding notification settings
Customizing notification preferences
Managing email notifications
⭐
LEVEL 4

Advanced

Defining project goals
Setting up project timelines
Assigning tasks within the project
Monitoring project progress
Adjusting project plans as needed
Selecting appropriate report types
Adding necessary data fields to reports
Applying filters to report data
Sharing and exporting reports
Choosing relevant dashboard widgets
Customizing widget settings
Organizing dashboard layout
Sharing dashboards with team members
Understanding workload chart features
Setting up workload charts for teams
Interpreting workload chart data
Balancing workloads based on chart insights
Creating user groups
Assigning users to groups
Setting permission levels for each group
Managing individual user permissions
Identifying compatible integrations
Setting up integrations in Wrike
Managing integration settings
Troubleshooting integration issues
🏆
LEVEL 5

Expert

Understanding Wrike's automation capabilities
Creating automated workflows
Testing and refining automated workflows
Training team members on using automated workflows
Identifying business requirements
Mapping business processes to Wrike features
Configuring Wrike settings to meet business needs
Evaluating the effectiveness of customization
Identifying common issues in Wrike
Applying problem-solving techniques to resolve issues
Communicating solutions to team members
Preventing future issues through best practices
Developing a training plan for new users
Conducting training sessions
Providing ongoing support to new users
Evaluating the effectiveness of training
Analyzing current usage patterns
Identifying areas for improvement
Implementing changes to improve productivity
Monitoring and adjusting changes based on feedback
Staying updated on Wrike releases
Assessing the relevance of new features for the team
Implementing new features into existing workflows
Training team members on new features

Skill Overview

  • Expert2 years experience
  • Micro-skills100
  • Roles requiring skill1

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