Basic Wrike Navigation and Setup for IT Managers
This article covers some basic navigation and setup tips for IT Managers.
Basic Navigation & Features
You may automatically see the CSUF IT Dashboard when you join Wrike. These instructions cover how to find it in the left menu.
1. In the left menu, click on IT Space.
2. Click on Tools to expand that section.
3. Click on 1_CSUF IT Dashboard.
4. You're now viewing the CSUF IT Dashboard.
Quick Links, Filters, and Project Widgets
- Quick Links has helpful links to Wrike resources and a link to the IT Project Request Form to request a new project.
- ScreenSteps Guides has links to all of the available CSUF user guides for Wrike.
- The filters at the top of the dashboard can be used to narrow down the results you see in each widget on this page. For example, selecting Matt Badal as Project Sponsor, you will see all projects that have Matt as the project sponsor on the dashboard,
- Projects Pending Approval shows any projects that have been submitted but have not yet been approved to start. This is an easy way to tell if your new project has been approved.
- Active Projects by Project Sponsors shows all of the projects for each project sponsor.
- Active Project Count - Division Goals shows the number of projects associated with each division goal.
Additional Widgets
- Status of Active Projects shows the number of active projects in either the Approved - Ready to Start status or In Progress status.
- Number of Projects that Impact the Campus shows the number of projects that impact specific segments of the campus population or all of the campus population.
- Active Projects - Division Goals & Strategies shows each of the individual projects associated with division goals.
- Active Projects - Status Updates shows all of the active projects along with the current Project Updates.
1. Access the CSUF IT Dashboard.
2. Click on My Assigned Projects on the Quick Links widget.
3. The My Projects view shows you all projects where you are the Assignee.
Assignee/Owner = the person responsible for adding updates to the Project Updates field. This person must have a licensed Wrike account and will receive Wrike notifications for the project.
Project Sponsor = the senior leadership manager who is responsible for the project. All senior leadership managers have licensed Wrike accounts.
IT Project Coordinator = the subject matter expert(s) for the project. A licensed Wrike account is not necessary; this is mostly an informational field.
1. Click on the pin icon next to an item in the left navigation menu or in the main Wrike space.
2. You will see a new section in the left navigation menu called Pinned. All of your pinned items will appear here.
You will receive notifications from Wrike in the app, regardless of your email notification settings. Some of the notifications may be duplicates of what you receive via email.
1. Click on Inbox in the left navigation menu.
When you have a new notification in Wrike, you will see a red dot with a number next to the Inbox at the top of the left navigation menu.
2. Click on a notification to view more details.
3. In the example below, this is a new project that was just assigned to me and I can view all of the project details.
1. In the left menu, click on Personal.
2. You can now start customizing your Personal space with Tools and Projects and folders.
All of the projects, tasks, and tools in the Personal space are only viewable to you by default. This is a great place to practice using Wrike.
Basic Setup
1. Click on the profile image.
2. You can now make a selection to personalize your Wrike settings.
1. Click Settings in the profile menu.
2. Select Email preferences.
3. Under Task, Project, and Folder Updates, place checkmarks to indicate when you want to receive email notifications. Click Save Changes
You may want to start out with all options selected to get a feel for how often you receive emails from Wrike. You can then uncheck options to stop receiving specific types of notifications.
4. There are additional options that you can change for your email notifications under Email notification schedule and Product Reminders. Click Save changes to save any changes you make.
1. Click Settings in the profile menu.
2. Select Profile.
3. Click on the profile icon.
4. Navigate to where your profile picture is stored and double click on it.
5. Your profile picture is automatically updated!
Need More Help?
Contact Shirley Chow at [email protected] or x4687 for additional assistance.