A project management solution is not only for organizing all the client-related tasks in one place, but it is also a tool for prioritizing activities, setting deadlines, and automating recurring tasks. Wrike demo is a project management tool that helps track all files and maintain client communication from a single platform. All team members are on the same page because they have access to all the documentation and schedules.
There are many alternative options available on the market that help boost efficiency but the ultimate choice is made based on the specific feature requirement of each team. An engineering or design team might prefer a software that has Kanban boards so they can get an overview of each team member’s current activities and their task status.
The software is great for teams that want to handle long-term projects. Wrike is mostly used for client management and there are a few reasons why it stands out.
Whether it is Kanban boards, Gantt charts or lists, Wrike software is the type of project management tool that can provide customization for everything. Users can personalize it to fit their personal and project needs.
There are options for creating a folder dedicated to the client and use it to manage tasks that contribute to the end goal. Each project has its own attributes such as status, deadline and etc. that can be tracked. The folders serve as containers for organizing and categorizing them and make it easier for users to share information.
There are different viewing options to choose from i.e., list, project board, tables and charts. The list is useful for organizing tasks based on their due date while the table view provides information related to projects, tasks, and subfolders in the form of a spreadsheet. There are boards that display projects and arrange them according to specific attributes. Users can also see the pending tasks in the form of a timeline.
More Control over Tasks
One of the most useful Wrike software features is that it gives project managers complete control over all tasks so they can check the project status as soon as they log in. They can change the task owner according to dependency so the concerned person knows it is time for them to take action and move on with a task.
It is easier to prioritize tasks and assign them for a future date or a specific date based on when they are needed. Wrike allows users to change the task status from active, in progress, on hold, completed, or cancelled.
Clients can be invited to view, edit, and collaborate on project boards without being considered additional users. At the collaborator level they are able to gain insight into the project, add comments or answers to questions, access all project material, add missing material, and monitor progress for later approval.
Project managers can also monitor all activities and make sure they are running on schedule. They do not need to track down every team member and ask them about their progress. There are several license levels with Wrike. The regular users are paid members and this number depends on the number of seats a company signed up for when buying the license.
Collaborators can join for free and there is no limit on the number of users that can join the project board in that category.
Easy for Beginners
Wrike cost has an exceptionally user-friendly interface. It is very straightforward in terms of navigation and every option is clearly labeled. It can be utilized by teams with web engineers that implement the Agile framework as well as agencies who have members not as technically proficient and need a system that is easy to handle.
To maximize efficiency, a project management tool is necessary and Wrike makes adoption a lot easier. Users can check their inbox for notifications and receive updates on tasks. The “My Work” tab also sorts all relevant activities and helps users keep up with them.
The activity stream provides everyone on the team with updates related to projects. Users can respond to all notifications relevant to them with a single click. There is a dashboard tab where an outline of the project is available and the calendar view lays out all phases, month by month. Wrike saves time, manages team expectations and increases visibility and improves communication.
Complete Organization Tool
Clients and team members no longer need to rake through the entire system to look for the relevant file. They can view documents related to any task without going back and forth between different platforms. Wrike software neatly tucks all moving parts of a project into separate folders. The time-tracking, real-time status updates, file sharing and other resource management features are useful for maintaining efficiency.
It is easier to organize tasks and control how they are handled. Wrike is a one-stop solution for task management that lets users organize their tasks according to the campaign, phase, department, project and any other distinguishing factor. The entire project lifecycle from the initial task assignment to the final approval can be managed from within the software.
The back-and-forth communication is facilitated with this software. Users can answer questions related to task dependencies and submit documents for client approval from their dashboard. It is very easy to tag a team member in the comment box and alert them on any changes or provide quick feedback.
Management has the option to send out mass emails for any major department-wide or company-wide announcement. Completing a milestone or handing over a project automatically creates a task and sends notifications to the users.