The drag-and-drop function has been released to help you quickly move your tasks from one folder to another. Just click on a task, hold the mouse button and pull the task to the appropriate folder. Once you release the mouse button, the task is placed in the selected folder. As previously, you can simply click the “Edit task” link and type the appropriate folder title in the field “Included in.”

1) Move tasks with the drag-n-drop feature.
To move your task, you simply click on the task bar and pull it to the appropriate folder. In the picture we are moving the task “discuss the trends session with B.L.” from the “Agenda” folder to the “Applicants” folder.



2) Copy tasks with the drag-n-drop feature: hold CTRL.
The same way, you can copy your tasks in several folders. Instead of clicking the “Edit task” link and then enumerating folders “Agenda, Applicants” and separating them with commas in the “Included in” field, you simply click on the task bar and pull it to the appropriate folder holding CTRL on your keyboard. The task will be copied to the chosen folder.



It’s very easy to organize you tasks with the drag-n-drop feature now. More importantly, the drag-n-drop feature works with the Wrike’s usual perks like sharing and automatic notifications.

Automatic sharing.
Once you move a task to the “Applicants” folder shared with Mary and John, the task automatically becomes shared with them as well.

Automatic notifications.
Mary and John receive automatic notifications about the changes according to the notification type chosen by them. The responsible party of the task is always notified about the changes via e-mail. Therefore you don’t need to explain to him or her the details. Your associates always stay on the same page with you.

Wrike supports an open and collaborative environment.

From its beginning, Wrike has embraced an open and collaborative environment. Collaboration makes your team more agile, helps you to adjust to ever-changing market conditions  and brings you better results. That is why Wrike is a very powerful platform for managing small and medium businesses that encourage team members’ initiative, aiming to obtain more for less time and money.

You can collaborate with people from different accounts.

You can easily collaborate with your business partner who already subscribed himself and his team to Wrike. You also can easily collaborate with team members to whom you granted a professional subscription to Wrike. Likewise, You can easily collaborate with your spouse, who has a free Wrike account. You also can invite your friends to collaborate on your shared tasks. Apparently, you will be able to collaborate with your friends, whether they decide to keep their free accounts or upgrade to the professional version. No other project management software offers such an opportunity to you.

Our software, Wrike, is more like email where people’s accounts may be registered with different companies, but they still can email each other.

Share exactly what you want with exactly who you want.

Wrike allows you to manage the access rights of your associates within every part of your plans. Depending on your needs, these rights can be managed on the level of a concrete task, a folder with tasks or an entire project. You have one workspace, no matter how many tasks or projects you are involved in. You can share one task with your partner, another task with one of your clients and your support team, and a third task with your HR manager and project leader. This gives you unique visibility of all of your projects in one account.

Wrike is based on the Wiki model.

Taking into account all the above said, it becomes evident why Wrike does not have granular user rights. Granular rights would create formal boundaries on contributing projects and collaborating on tasks. So, at the moment, we use the wiki model. If you give a person access to the task, a person can easily update it. To boost confidence and avoid surprise situations, you can always turn to revisions and bring the content back. It works very well for thousands of our customers.


You can get the best of project collaboration with Wrike. Thanks to Wrike, your business will become more flexible, mobile and transparent. Transparent business means openness to customers, openness to new markets, openness to new techniques and openness to learning. Your organization becomes empowered and more competitive with Wrike.

Also read: Ultimate Benefit that You Obtain with Wrike.

You can manage multiple projects in one place. “One place” means only one account. You create an account and organize ALL of your plans there.

Unlike other tools, Wrike provides you uniquely convenient way to achieve total information awareness on all projects. In other words, you can share any part of your project plans with the appropriate associates, then manage them in one workspace simultaneously. At the same time, you can safely keep one client's information secure from another client, one project information secure from other project participants.

This approach to organization of plans perfectly serves the needs of those who have multiple products, projects, teams, departments or offices. Wrike will make you happy if you are tired of keeping track of your plans in disconnected files. Wrike will make you happy if you are tired of  holding conversations about your projects, tasks, issues, ideas in your email inbox.

You can log in to your Wrike account and check the sales pipeline shared with your sales team, reschedule marketing plans shared with your marketing managers, examine clients’ projects. Each of them is shared with the appropriate list of people.

This saves you a tremendous amount of time on planning, organizing and monitoring your projects. Unlike other software tools, Wrike doesn’t have boundaries that prevent people with different accounts from collaborating with each other. Thus, you can easily manage different projects and share project parts with your associates when necessary.

Other benefits: boundless collaboration, email-friendliness, timeline (Gantt chart), unique flexibility, data security; time tracking and tasks dependancies in our roadmap.

If you provide professional services, it may be convenient for you to organize your tasks in Wrike in the context of clients. You can create a special folder for each client and share it with him only. That way you have a clear picture of all your clients’ information, while still keeping it private for every client:


At the same time, you don’t need to limit yourself to such an interpretation of your plans. You can add the context of services that you provide. Create an additional folder for each service and share it with the appropriate team members.

For example, if you provide interior services, you can create the "Decoration," "Design," "Furnituring" and "Lighting" folders. If the client Brown&Co places a new order tfor decoration and furnituring, you can create an appropriate task and include it in both “Brown&Co,” "Decoration" and “Furnituring” folders. The task will be automatically shared with the representatives of the Brown company, your decoration and furnituring teams. The same rule applies to other orders.



What is great, when the responsible party updates the task, marking it as completed, adding comments or updating the due date, your client is instantly informed about the order process. You don't need to spend time on creating special reports for your clients.  Moreover, your business becomes absolutely transparent for you in the light of clients and services.


You can also read about: How to organize work of departments, How to customize statuses,  How to organize goals and milestones, How to better organize projects and events in Wrike.

If you manage a company, you may need to keep track of every team or department separately. In this case, you create "Marketing" and "Sales" folders of tasks shared with your marketing managers and sales representatives appropriately. Then you put new  tasks in the relevant folder. 

However, often the responsibilities of the team members can intersect. For example, when you are going to participate in a fair, your marketing managers have to prepare exhibition place. Sales representatives care about matchmaking. Both of them work on the presentation of your company.

The tricky part of organization of your plans lies in the necessity to share the tasks related to the fair with all the specialists involved.  In this case, and simply add one more folder that is included in the "Marketing" and "Sales" folders simultaneously. Hence the folder “Fair” is inherently shared with both teams: marketing and sales while other tasks are separated:


If your company participates in multiple events, you may want to separate events from other activities. Feel free to include the “Fair” folder right there, regardless hierarchical levels:   




You may be also interested in How to customize statuses,  How to organize goals and milestones, How to better organize projects and events, How to organize client projects in Wrike.

By default, only active tasks are visible in Wrike to avoid information overload. At any moment you can extend your task list with completed, deferred and even cancelled tasks. To do so, you simply filter tasks by their status:
 
 

Bug tracking, life cycle management, approval processes often require access to tasks with customized statuses. In this case you can organize your tasks by unique statuses. You create folders, name them after the necessary statuses, put relevant tasks there. Then you can move tasks from one folder to another when the situation changes:

You can read more about custom statuses in our roadmap.
You might be also interested in How to organize work of departments, How to organize goals and milestones, How to better organize projects and events, How to organize client projects in Wrike.

One of the best ways to organize your project effectively is to interconnect the tasks with the project goals. Thanks to this, tasks become meaningful for your team, people become more motivated and thus you get things done faster.

For example, if you manage an online ad campaign, you can create top folders named after your goals: increase  CTR, increase traffic, increase conversion rate.

If you often create tasks via e-mail, it will be more convenient to name folders with shorter titles and describe exact goals in the folder details. Thus you get an important advantage: you can specify goals with numbers, such as: “Increase conversion rate from 5% to 20%.”



Similarly, you can organize your tasks by the project milestones:

In both cases, your tasks will include concrete steps to achieve the goals or the milestones. For example, these tasks can be: “try different landing page,” “specify keywords,” "create text ad for the new keywords," etc.

As you can see, Wrike is very flexible. You can organize your plans conveniently and easy.
If you are intersted in other ways of organizing your tasks in Wrike, you can read about How to organize work of departments, How to customize statuses, How to better organize projects and events, How to organize client projects.

We designed Wrike to be easily customizable. Often we receive messages from our users who say that the product is awesome, so our efforts are appreciated, and we are moving in the right direction.

We are sure that you love things that are able to meet your unique needs. However, when you have a blank sheet and a network of tasks in mind, it might be hard to organize it effectively from the very beginning. What is great, in Wrike, you can start with several tasks and make the ground hierarchy around them. You can also have multiple hierarchies for the same project, slicing in terms of client, product, process, etc. Your project organization can grow organically and adapt to changes and new reporting requirements. Here are some tips on how to start planning in Wrike.

General suggestions
Your greatest benefit is that you don’t need to determine the full plan from the very beginning. You can start with a very simple plan and then gradually advance it. At first, you can keep your tasks in a list in “My Folders”. If a task requires collaboration, you share it with your associates. They will access and contribute to the task from their own workspaces.

When you find yourself creating many tasks related to a certain subject or a particular team, create a folder and include these tasks there. Currently, you can do this by including necessary tasks in folders one by one. This way, you don’t miss or skip any task. Very soon we’ll make this process even more convenient for you and release drag-and-drop functionality.

When this topic is also full of diverse tasks, you can create subfolders. Vice versa, you can move the existing folder level down and convert it into the subfolder. This can be useful when your areas of responsibility grow and you want to join several folders into one parent folder.

We have prepared some examples of how you can organize your plans in Wrike. Let's start from projects and events.

Organizing projects and events
When you plan a project, define the parts that require similar actions first. For example, if you are organizing an event, these parts might be: Budget, Handouts, Participants, Promotion and Speakers. These parts are usually listed in the event general checklist.

Then you can extend your plan with additional details, such as promotion channels and so on. You create subfolders for them, so you have a well-structured plan that consists of lists of related, actionable items.

You can share the entire event plan with your team to give them the whole picture of the project status. You can also separately share every part of the plan with its responsible party only, your partners and relevant contractors.
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You might be also interested in How to organize work of departments, How to customize statuses,  How to organize goals and milestones, How to organize client projects in Wrike.

We got valuable feedback on our post "Wrike helps you get things done." Many people asked us if we tried to get things done with Wrike ourselves. Our reply is “yes.” Our team successfully practices GTD, and we feel that it saves us hours weekly. We designed Wrike to make ourselves more productive and to save time, so Wrike is a perfect system for us to apply the getting things done method.

Here’s how we do it at a glance:

We manage our workflow and get our things done in 5 easy steps in Wrike.

1. We collect our stuff by creating tasks in our personal Web-spaces in Wrike or forwarding them to wrike@wrike.com.

2. We process our tasks by deciding what’s actionable and what is not. We decide whether we should do a thing right now, do it later or delegate it. We assign some tasks to our colleagues by sending a regular e-mail and adding wrike@wrike.com to the CC field. We don’t forget to set a due date, so that the system can remind us to review the task.

3. We organize our tasks in Wrike by building a structure that is convenient for us. We organize our tasks according project folders. We also have “next actions” and “someday” folders. We don't need the “waiting for” folder, as the system reminds us of our tasks. It’s always possible to create more folders or change the whole folder structure. We can also put our tasks in several folders simultaneously, in case our projects overlap. We share our projects with our colleagues and track the progress together.

We use filters to see who is responsible for what (see the picture on the left). Reports help us to follow the progress of each project and every team member (see the picture on the right).



4. Reviewing our tasks and overdue items is fast with Wrike. We get reminders of our to-dos automatically from the system directly into our inboxes. Our review takes only seconds as we use Wrike’s dashboard. We quickly reschedule our tasks or mark them completed.

5. So we find that getting things done with Wrike actually saves us up to 30 minutes per day. We feel that we have become more productive and do all our things much faster and with less stress.

To get more information on how to implement the getting things done method with Wrike, read the detailed guide on the system.

You deal with several clients, and hence you have several project teams. Or your responsibilities imply co-operation with people from different functional directions.

You start with a couple of tasks to explore how Wrike works. The next day you want to structure all your activities and manage them further with the help of Wrike. Here is an example of how you can organize projects and introduce your associates in Wrike.

Different projects
Let's say you have a marketing department (where Alice and Mary are managers) and a development department (where Bob and Greg are developers). You create two folders: "Marketing" and "Development". You then share the "Marketing" folder with Alice and Mary. From now on, Alice, Mary and you see everything that is going below "Marketing"(tasks, folders, changes). You also share the "Development" folder with Bob and Greg.

 

In this scenario, Alice and Mary do not see the "Development" folder, just as Bob and Greg do not see the "Marketing" folder.

Different projects, a common activity
Let's say Alice wants Bob to put a new logo on the Website. Alice assigns the task "put a new logo on the Website" to Bob and shares it with Greg. She is able to do that. Alice, Bob and Greg will see the task (each in the folder "My Folders").

If Alice does it under the "Marketing" folder, then you and Mary will also see this task. Nevertheless, Bob and Greg still don't see the "Marketing" folder.

 

If Alice does it in another folder that is not shared with you, then you will not see it.

Regularly overlapping teams and activities
Different teams may often have overlapping activities. Let's say there is a joint project between Marketing and Development called Web Site. So you create a folder named "Web Site" and include it in "Marketing" and "Development." This way you, Alice, Mary, Bob and Greg can all collaborate on tasks for this folder.

Another possible option for doing the same: Alice creates "Web Site" folder under "Marketing," and she shares "Web Site" with Bob. He includes it under "Development".

The view of the personal workspaces is following: