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Angelo Paolillo

In this 2 hours project you will create custom workflows in Wrike to manage your projects, change status to tasks using custom workflows and creating dashboards to display task by workflow and status.

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What's inside

Syllabus

Project Overview
In this 2 hours project you will create custom workflows in Wrike to manage your projects, change status to tasks using custom workflows and creating dashboards to display task by workflow and status.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops project management skills and knowledge, key for managing projects in many domains
Teaches custom workflow creation, key in configuring automation and streamlining processes
Emphasizes practical implementation through hands-on project
Provides a concise and focused learning experience

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Create a custom workflow in Wrike with these activities:
Review basic project management concepts
Reviewing core concepts will help to refresh your knowledge about project management and make it easier to grasp the more advanced concepts covered in this course.
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  • Read through the provided course materials on project management.
  • Complete practice questions and exercises to test your knowledge.
  • Attend a workshop or webinar on project management.
Watch tutorials on Wrike's advanced features
Watching tutorials on Wrike's advanced features will help you to expand your knowledge and discover new ways to use Wrike effectively.
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  • Search for tutorials on Wrike's advanced features.
  • Watch the tutorials and take notes on the new features.
  • Practice using the new features in your own Wrike projects.
Complete Wrike exercises and practice problems
Completing practice problems and exercises will help you to become more proficient in using Wrike and apply the concepts covered in this course.
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  • Complete the Wrike exercises provided with the course.
  • Create your project and customize workflows using the tools you have learned.
  • Share your project with a peer and provide feedback.
Four other activities
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Participate in peer review and discussion on Wrike workflows
Engaging in peer discussion and review can provide valuable feedback and help you to learn from others' experiences.
Browse courses on Workflows
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  • Find a peer who is also taking this course or who has experience with Wrike.
  • Share your workflows with each other and provide feedback.
  • Discuss best practices for creating and using Wrike workflows.
Create a dashboard to track project progress
Creating a dashboard to track project progress will help you to visualize the project's progress and identify any potential roadblocks.
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  • Identify the key metrics you want to track.
  • Create a dashboard in Wrike using the available widgets.
  • Configure the dashboard to display the key metrics.
Create a workflow for managing a specific type of project
Creating a workflow for a specific type of project will allow you to apply your knowledge of Wrike in a practical way and enhance your understanding of project management.
Browse courses on Workflows
Show steps
  • Choose a type of project to create a workflow for.
  • Identify the tasks and steps involved in completing the project.
  • Create a workflow in Wrike that automates these tasks and steps.
Volunteer with a non-profit organization using Wrike
Volunteering with a non-profit organization using Wrike can provide you with practical experience and help you to apply your skills to make a difference in the community.
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Show steps
  • Find a non-profit organization that uses Wrike.
  • Contact the organization and express your interest in volunteering.
  • Work with the organization to identify how you can use your Wrike skills to support their mission.

Career center

Learners who complete Create a custom workflow in Wrike will develop knowledge and skills that may be useful to these careers:
Project Manager
A Project Manager plans, executes, and closes projects successfully. Project Management is consistently ranked as one of the top 50 jobs in the US and as one of the most in-demand with top employers. Creating custom workflows in Wrike, as taught in this course, is a critical skill for any successful Project Manager. You will be managing projects of all types and must be skilled in creating workflows and processes that enable your team to execute successfully.
Business Analyst
A Business Analyst collaborates with stakeholders to identify problems and opportunities that can be addressed with technology solutions. Custom workflows are often defined by Business Analysts based on their analysis of what a business needs to run smoothly. Experience with Wrike is expected in this role and the ability to create custom workflows is a required skill. This course will give you the foundations you need to excel in this role, especially in the area of process improvement.
Product Manager
A Product Manager is responsible for the lifecycle of a product from inception to launch and beyond. Creating custom workflows in Wrike can help Product Managers track the progress of their product, manage tasks, and collaborate with team members. Creating custom dashboards is also a key skill for Product Managers, and this course will give you the skills you need to successfully manage your product and the team that supports it.
Software Engineer
A Software Engineer designs, develops, and maintains software applications. Creating custom workflows in Wrike and dashboards can help Software Engineers manage their projects more effectively. In addition, Software Engineers that specialize in project management are in high demand, and this course will give you the skills you need to be a top candidate in this field.
Data Analyst
A Data Analyst collects, analyzes, and interprets data to help businesses make better decisions. Creating custom workflows in Wrike can help Data Analysts manage their projects, track their progress, and collaborate with team members. Custom dashboards can also be used by Data Analysts to visualize their data and identify trends.
Quality Assurance Analyst
A Quality Assurance Analyst plans and executes testing activities to ensure that software meets requirements and is free of defects. Creating custom workflows in Wrike can help Quality Assurance Analysts manage their projects, track their progress, and collaborate with team members. This course can help those in this role to become more effective at managing stakeholders and the testing process.
IT Project Manager
An IT Project Manager plans, executes, and closes IT projects successfully. Creating custom workflows in Wrike, as taught in this course, is a critical skill for any successful IT Project Manager. You will be managing projects of all types and must be skilled in creating workflows and processes that enable your team to execute successfully.
Scrum Master
A Scrum Master is responsible for facilitating Scrum projects and ensuring that the team is following the Scrum process. Creating custom workflows in Wrike can help Scrum Masters manage their projects, track their progress, and collaborate with team members. This course would be particularly helpful for Scrum Masters who are new to Wrike or who want to learn how to use Wrike more effectively.
IT Consultant
An IT Consultant provides advice and guidance to clients on how to use technology to improve their business. Creating custom workflows in Wrike can help IT Consultants manage their projects, track their progress, and collaborate with team members. This course would be particularly helpful for IT Consultants who are new to Wrike or who want to learn how to use Wrike more effectively.
Operations Manager
An Operations Manager is responsible for planning, organizing, and directing the operations of an organization. Creating custom workflows in Wrike can help Operations Managers manage their projects, track their progress, and collaborate with team members. This course would be particularly helpful for Operations Managers who are new to Wrike or who want to learn how to use Wrike more effectively.
Project Coordinator
A Project Coordinator assists Project Managers with the planning, execution, and closing of projects. Creating custom workflows in Wrike can help Project Coordinators manage their projects, track their progress, and collaborate with team members. This course would be particularly helpful for Project Coordinators who are new to Wrike or who want to learn how to use Wrike more effectively.
Technical Writer
A Technical Writer creates and maintains documentation for software and other technical products. Creating custom workflows in Wrike can help Technical Writers manage their projects, track their progress, and collaborate with team members. This course may be useful for Technical Writers who are new to Wrike or who want to learn how to use it in the specific context of technical writing.
Marketing Manager
A Marketing Manager is responsible for planning, executing, and measuring marketing campaigns. Creating custom workflows in Wrike can help Marketing Managers manage their projects, track their progress, and collaborate with team members. This course may be useful for Marketing Managers who are new to Wrike or who want to learn more about how to use it to manage their marketing campaigns.
Sales Manager
A Sales Manager is responsible for leading and managing a sales team. Creating custom workflows in Wrike can help Sales Managers manage their projects, track their progress, and collaborate with team members. This course may be useful for Sales Managers who are new to Wrike or who want to learn more about how to use it to manage their sales teams.
Human Resources Manager
A Human Resources Manager is responsible for planning, organizing, and directing the human resources department of an organization. Creating custom workflows in Wrike can help Human Resources Managers manage their projects, track their progress, and collaborate with team members. This course may be useful for Human Resources Managers who are new to Wrike or who want to learn more about how to use it to manage their department.

Reading list

We've selected nine books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Create a custom workflow in Wrike.
Is the definitive guide to project management, and it provides a solid foundation for understanding the concepts and principles of project management.
Provides a practical system for managing your time and tasks, which can be useful for project managers who need to stay organized and productive.
Provides a comprehensive overview of Scrum, an agile project management framework that can be used to manage projects of all sizes.
Provides a framework for building and managing a successful startup, which can be useful for project managers who want to learn about innovation and entrepreneurship.
Provides a framework for understanding how disruptive technologies can impact businesses, which can be useful for project managers who want to learn about innovation and strategy.
Provides a humorous and practical guide to project management, which can be a good read for project managers who want to learn about the human side of project management.
Provides answers to common questions about project management, which can be useful for project managers who need quick answers to their questions.
Provides a comprehensive guide to project management, which can be useful for project managers who want to learn about all aspects of project management.
Provides the Kanban Guide, which set of principles that guide Kanban, an agile project management framework.

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