Wrike: Creating custom workflows

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.

In this Guided Project, you will:

• C​reate Wrike custom workflows
• Create custom workflows dashboards
• Apply statuses from different custom workflows

2 hours

Beginner

No download needed

Split-screen video

English

Desktop only

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

1. Create a Wrike account and space
2. Create and change a workflow status
3. PRACTICE – Create and change a workflow status
4. Create a dashboard by status
5. Create custom workflows
6. PRACTICE – Create a dashboard by status and a custom workflow
7. Change workflow
8. Create a dashboard by workflow
9. FINAL PRACTICE – Cumulative challenge

Note: This is part of the larger overall course Project Manager. To complete it fully, you will need to complete all of the following courses:

• Google Project Management
• Automate tasks and processes with Jira
• Change Leadership: Developing Strategic Gap Analysis in Miro
• Create a custom workflow in Wrike
• Create and manage a project dashboard with Wrike
• How to use roadmaps in Jira
• Getting started with Microsoft Excel