TIPS & TRICKS - Wrike ?· TIPS & TRICKS Golden collection Collaboration tips Efficiency tips Search…

  • Published on
    25-Aug-2018

  • View
    213

  • Download
    1

Embed Size (px)

Transcript

  • TIPS & TRICKSGolden collection

    Collaborationtips

    Efficiency tips

    Search tips

    Email tips

    Foldertips

    Tips for managers

  • COLLABORATION TIPSA friend in need is a friend indeed

    Use @ to invite teammates to discussions In the comments, add the @ symbol, followed by the teammates name. No matter if the person follows the task or not, he or she will immediately receive an e-mail with your comment and can instantly reply with an answer.

    Invite your teammates to follow the folder This way, youll draw their attention to all of the tasks in a specific folder. The chosen follow option automatically applies to all the subfolders and tasks in this folder, so you may decide to change them for each subfolder. If youd like to stop tracking task updates for a particular subfolder, choose Ignore in its follow options.

    Invite colleagues to follow a specific task People who follow a task see each and every update in the Activity Stream and can optionally receive notifications via email. If you want someone to keep a close eye on a task, look for the Follow button in the task actions panel.

    Share your workspace with your teamYour entire workspace is not automatically shared with anyone. Others see your project plans in Wrike only if you have shared your tasks and folders with them. If you want to have a location shared with all of your peers, create a folder (e.g., MyCompanyName), move all other folders there and then share it with your whole team.

    We appreciate your feedback! Drop us a note at support@team.wrike.com or share this document on

    2

    http://www.wrike.com/wiki/help/invite-teammates-to-discussionshttp://www.wrike.com/wiki/help/reply-to-email-notificationhttp://www.wrike.com/wiki/help/reply-to-email-notificationhttp://www.wrike.com/wiki/help/invite-user-to-follow-taskhttp://www.wrike.com/wiki/help/follow-a-folderhttp://www.wrike.com/wiki/help/follow-a-folderhttp://www.wrike.com/wiki/help/share-your-workspacehttp://www.wrike.com/wiki/help/move-a-folderhttp://www.wrike.com/wiki/help/move-a-folderhttp://www.wrike.com/wiki/help/share-a-folder

  • EFFICIENCY TIPSTime is money

    Track project updates on the goInstall the mobile app on your iPhone or Android and take Wrike with youwherever you go.

    Track your timeKeep track of every minute spent on your tasks with a built-in timer. When the tracker is on or paused, it stays within eyeshot at the top of the workspace wherever you navigate. Once you put a timer on, an update about this activity will appear in the Activity Stream. This way youll keep peers who walk by in the loop of your progress.

    Edit multiple tasks at onceIn the task list, tick the checkboxes to the left of the avatars to make bulk edits to the chosen tasks. You can mark them complete, convert to backlog, move to another folder, reassign, reschedule or delete them.

    Cross-link tasks and projectsClick permalink in the task actions panel to get a direct link to the task. Then paste it to another task description or in the comments, and it will automatically appear as the task name. To get a direct link to a folder, go to the Folder info and click on Permalink.

    We appreciate your feedback! Drop us a note at support@team.wrike.com or share this document on

    3

    https://itunes.apple.com/app/id568975446https://play.google.com/store/apps/details?id=com.wrike.mobilehttp://www.wrike.com/wiki/help/fs-edit-multiple-taskshttp://www.wrike.com/wiki/help/cross-link-taskshttp://www.wrike.com/wiki/help/cross-link-foldershttp://www.wrike.com/wiki/help/cross-link-foldershttp://www.wrike.com/wiki/help/cross-link-taskshttp://www.wrike.com/wiki/help/log-hours-and-minutes

  • EMAIL TIPSMagic bullet for your email chaos

    Email a task into several foldersPut the folders titles in square brackets in the subject line of your email and separate them from each other with a comma. For example, [Marketing, Tradeshow]. Dont forget to add wrike@wrike.com to the recipients! Super-important for those who use folders as tags.

    Leverage your Gmail with Wrikes gadgetIf you use Wrike as a Google app, pay special attention to the Gmail gadget that brings Wrike to your inbox. Just one click on the Create task button and a new task instantly appears in your Wrike workspace with the e-mails subject as its name. If later on you receive more e-mails on same subject, a short summary of the most important task details will be displayed below the e-mail body. By default, Gmails Wrike gadget is switched on for all Google Apps users, but your domain administrator can remove it for you if you want.

    Update a task via email Reply to the change notification about a task from Wrike, and your answer will be added as a comment to the tasks Activity Stream. If there are any attachments to the email, they will be automatically attached to the task in Wrike.

    Fine-tune received email notificationsThere are two options available: 1) Check and adjust the follow settings of tasks and folders to ensure youre tracking only important items. 2) Set the email notification frequency. By juggling these two factors, you may optimize the number of notifications and still stay on top of your projects.

    Edit tasks from your inboxInstall Wrikes Outlook add-in or our Apple Mail add-in and get Wrikes task view right in your inbox.

    We appreciate your feedback! Drop us a note at support@team.wrike.com or share this document on

    4

    https://www.wrike.com/wiki/help/tag-a-taskhttp://www.wrike.com/wiki/help/reply-to-email-notificationhttps://www.wrike.com/wiki/help/task-follow-a-taskhttps://www.wrike.com/wiki/help/follow-a-folderhttps://www.wrike.com/wiki/help/set-email-notification-frequencyhttp://www.wrike.com/blog/12/22/2011/New-Outlook-Addin-Turns-Your-Emails-Live-Tasks-and-Discussionshttp://www.wrike.com/blog/10/10/2012/New-Add-Mac-Users-Turn-Your-Emails-Into-Live-Tasks-now-Apple-Mailhttp://www.wrike.com/blog/10/10/2012/New-Add-Mac-Users-Turn-Your-Emails-Into-Live-Tasks-now-Apple-Mailhttp://www.wrike.com/wiki/help/gmail-gadgethttp://googleappsdeveloper.blogspot.com/2011/10/service-onoff-now-for-all-apps.htmlmailto:support@team.wrike.comhttp://twitter.com/home/?status=Golden+collection+of+tips+and+tricks+for+all+Wrike's+users!+http://bit.ly/SbDfs7http://www.facebook.com/sharer/sharer.php?u=http://bit.ly/SbDfs7

  • Search files by name or extensionThe command file:keyword allows you to easily find task attachments containing the keywords in their name or extension. For example, find all jpg files attached to any task by typing file:jpg in the search field.

    Narrow the range of searchWhen you type your query in the search field, by default it will be searched in all task titles and descriptions. To find a task by a keyword only in the task title, description or comments, use the commands title:keyword, description:keyword or comment:keyword accordingly.

    Search tasks

    assigned to youTo find all tasks created by you or assigned to you, just write #xme in the search field. If it happens that you need a list of tasks that are not assigned to you, then use the command #notme. Want to search in subfolders, too? Simply click on the Descendants button.

    SEARCH TIPSSeek and you shall find

    See tasks included in two folders at onceFirst, choose one of the folders in the left-hand pane. Then in the middle pane type the second folders name into the search field in the following format: folder: name. So youll see tasks included in two folders at once.

    Use asterisks and quotation marks Use * in the query to search tasks by a part of the keyword. For example, creat* will find you all tasks containing creat, such as create, creative, etc. If your search query contains two or more words, put quotation marks around them (e.g., smart solutions). This way, youll search for the exact phrase in the task description or title. The command comment:smart solutions searches tasks containing the exact phrase smart solutions in the comments.

    We appreciate your feedback! Drop us a note at support@team.wrike.com or share this document on

    5

    http://www.wrike.com/blog/08/24/2012/Tip-Pro-Users-How-See-Tasks-Included-Two-Folders-Oncemailto:support@team.wrike.comhttp://twitter.com/home/?status=Golden+collection+of+tips+and+tricks+for+all+Wrike's+users!+http://bit.ly/SbDfs7http://www.facebook.com/sharer/sharer.php?u=http://bit.ly/SbDfs7

  • TIPS FOR MANAGERSOrganize and succeed

    See backlogged tasks on the workload viewBy default, only scheduled tasks are in the workload view. Press the Show Backlog button in the top right-hand corner to see all tasks that have no due date.

    Create a new task on the Gantt chart or workload viewThere is no need to switch from the Gantt chart or the workload view to create new tasks. Just hold the Shift key and the left mouse button, and pull your mouse to the right.

    Set dependencies and lags between tasksBuild even more complex project schedules with the help of different types of task dependencies on the Gantt Chart. For extra accuracy in project schedules, you may create a task date constraint. Just drag the dependent task on the timeline to the proper start date.

    Create a series of repeating tasks Click on Make task recurrent in the task actions panel. In the pop-up dialog window, specify the recurrence pattern, select the recurrence time range and click on Save.

    Slice and dice your data with filters to keepfull control of your tasks A wise use of filtering options allows you to check out your teams weekly results, monitor tasks due this week, adjust schedule hitches, overview important events, pick up valuable ideas and much more.

    Adjust time reportsFine-tune your time reports by changing the order of columns and choosing which of them youd like to see in your report.

    We appreciate your feedback! Drop us a note at support@team.wrike.com or share this document on

    6

    http://www.wrike.com/wiki/help/rm-overviewhttp://www.wrike.com/wiki/help/make-a-task-recurrenthttp://www.wrike.com/wiki/help/create-a-task-on-a-charthttp://www.wrike.com/blog/Meet-Full-Set-Task-Dependencieshttp://www.wrike.com/wiki/help/set-task-date-constrainthttp://www.wrike.com/wiki/help/set-task-date-constrainthttp://www.wrike.com/blog/06/04/2012/5-Powerful-Ways-Project-Manager-To-Leverage-Filters-Wrikehttp://www.wrike.com/wiki/help/customize-time-reportsmailto:support@team.wrike.comhttp://twitter.com/home/?status=Golden+collection+of+tips+and+tricks+for+all+Wrike's+users!+http://bit.ly/SbDfs7http://www.facebook.com/sharer/sharer.php?u=http://bit.ly/SbDfs7

  • FOLDER TIPS For experienced Wrikers only!

    Add custom statusesBug tracking, life cycle management, approval processes, etc. often require tasks marked with customized statuses (e.g., Closed, Opened, Resolved, etc.) In this case, create folders with the corresponding names and put the relevant tasks there.

    Use folders as project templatesThis is a huge time-saver if you have a lot of similar projects. You simply create a new folder, say Client order, and duplicate it with its milestones, tasks and subfolders in just a few seconds the next time you receive a new order.

    Attach a file to a folderIn addition to attaching files to tasks, you can attach tasks to folders, so you can keep your file base at the folder level.

    Sort tasks in a folderBy default, your tasks are sorted by due date. Feel free to change the sorting criteria and choose an option among title, status, importance, start date and priority.

    Tag tasks and foldersThe function of tags is assigned to folders in Wrike. Tags are extremely useful for organizing your tasks so that it is easy for everyone on your team to find the data they need. You can move tasks from one folder to another to change tags and include a task in several folders to assign several tags at once.

    Include a task or folderin several foldersA task or a folder in Wrike can be put in as many folders as you need. For example, a task called Trade show in New York may be included in the folders called Marketing and Upcoming events, and it will be the same task, not a copy. This lets you have different views of the same piece of work and easily adapt Wrike to any workflow.

    Change the color of folders Highlight the most important folders with colors so that they can be easily found. The person icon is particularly useful for indicating folders.

    We appreciate your feedback! Drop us a note at support@team.wrike.com or share this document on

    7

    http://www.wrike.com/wiki/help/add-custom-statuseshttp://www.wrike.com/wiki/help/add-custom-statuseshttp://www.wrike.com/wiki/help/tag-a-taskhttp://www.wrike.com/wiki/help/tag-a-taskhttps://www.wrike.com/wiki/help/fs-duplicate-a-folderhttp://www.wrike.com/wiki/help/attach-a-file-to-a-folderhttp://www.wrike.com/wiki/help/sort-tasks-in-a-folderhttp://www.wrike.com/blog/06/20/2012/Color-code-Folders-Locate-Them-More-Easilyhttp://www.wrike.com/wiki/help/fs-include-a-task-in-many-foldershttp://www.wrike.com/wiki/help/fs-include-a-task-in-many-folders