Wrike Blueprints for Streamlining Client Orders

Introduction

• Riley: Service manager in a flower delivery company.
• Objective: Simplify and standardize work processes for her team using Wrike Blueprints.

Creating a Blueprint

• Access: Riley, a Client Service Delivery space admin, accesses Blueprints through space settings.
• Blueprint Creation:
  • Name: New Order
  • Location: Main Blueprint section of the space.
  • Workflow Selection: Choose the appropriate workflow.
  • Assignments: Assign project owners and set the default project view.
  • Tasks: Populate with required tasks, assign responsibilities, and set task durations.
  • Dependencies: Establish task dependencies.

Features of Blueprints

• Notifications: Actions in Blueprints do not notify assignees or appear in their to-do list until a project is initiated.
• Conversion: Convert existing projects, folders, or tasks to blueprints via right-click -> 'Save as Blueprint'.
  • Attributes: Can name and select attributes for the blueprint during conversion.

Using Blueprints in Action

• Scenario:
  • Sharon: Takes a new order via phone.
  • Process:
    • Clicks green plus button to access new order blueprint.
    • Updates necessary attributes and sets the start date.
    • Adds order information to the task.
  • Riley: Receives a notification and reviews details, completes her tasks.
  • Zach: Prepares the order, marks the task complete, and schedules delivery.

Benefits

• Consistency: Ensures all client orders are handled in a consistent manner.
• Efficiency: Projects can be created effortlessly, enhancing team productivity.

Conclusion

• Outcome: Successful order completion and positive customer feedback.
• Reflection: Riley is satisfied with the streamlined process.
• Call to Action: Consider which processes to standardize using Wrike Blueprints.