Export Your Data at Any Time

Today we are glad to tell you that we have implemented the ability to export your data. At any time, you can export all your tasks with their statuses, priorities, responsible parties, start dates and due dates to Excel (xls) format. Your exported tasks will be structured the same way as in your workspace, so you will have a hierarchy of tasks in your Excel file.

To export all your tasks from all folders and subfolders, you need to click on “My Folders” in the left pane; then click on the “Export” link.

Go ahead and plan your projects in Wrike, at any time, you can export your data. It is risk-free, and a FREE 14-day subscription to Wrike's professional version is included.

News 3 min read

The New Smart Search:<br>Get Results Perfectly Sorted

Some of us are lucky to have a perfect memory and can easily name every task that they commented on last month. However, the more tasks you handle, the harder it is to keep every little detail in your head. Well, fear no more. Wrikeman to the rescue. Some of us are lucky to have a perfect memory and can easily name every task that they commented on last month. However, the more tasks you handle, the harder it is to keep every little detail in your head. Well, fear no more. Wrikeman to the rescue. Introducing a smarter search One of the biggest challenges in building a good search tool is to find the best way to sort results by their relevance. For example, the word in the task title is normally more important than the word in the comments. In the same way, a task you’ve been working on recently is more likely in your “I’m feeling lucky” result than a task completed a year ago. That’s why we’ve built in a powerful full-text search engine and spent a lot of time building a very smart engine to rank the results and (hopefully) show the most relevant ones on top. How does the new engine rank your results? The unique characteristic of the new Wrike search is the ability to sort tasks by their relevance. Here are the main criteria: Relative importance of the keyword location (in descending order of importance): task name, description, comments, files, and people’s names. The majority of the search phrase found in a single field. For example, a task with all required words in the title appears higher in the list than a task that has one keyword in the description and the rest in comments. The time of the latest activity. Recently updated tasks are more likely to be at the top of the list. We also apply some advanced machine learning to further improve search results. The same way as before, you can use advanced keywords to search specifically in the task comments or files.

News 3 min read

Avoid the Summer Lull and Keep Your Projects on Track

Summer vacations and long weekends are a welcome break, but poor planning can put your deadlines in danger unexpectedly. Fortunately, Wrike's Custom Calendars and Workload view help you plan ahead to distribute the workload amongst your team and keep your projects on track. Don't let the summer sun melt your productivity! See Your Team's Vacations in Project Schedules Keeping everyone's vacation schedules in the same place where you manage the rest of your work ensures you won't be blindsided by a colleague's day off. Wrike's Custom Calendars are a powerful Enterprise feature that helps you track people's vacations, sick leaves, and extra working days for more accurate planning. As an added bonus, it'll also simplify your HR department's payroll process. Make a habit of adding your team's vacations to Calendars by asking everyone to update their schedules right after their PTO is approved. On top of individual schedules, you can also add public or company-wide holidays to your Calendar for more accurate project planning. Balancing the Workload Once the team's vacations are logged in your Calendar, the Workload view will notify you when you assign a task to someone who is scheduled to be out of the office. Their days off will be grayed out on the timeline, and the task duration will be spread out over their working days. The Workload view allows you to quickly spot tasks or deadlines that might be affected by an upcoming vacation and redistribute work across your team so they're still done on time. Also keep an eye on areas highlighted in orange, indicating people who have more than two overlapping tasks assigned to them. Too many assignments increases the chance of missed deadlines, so consider rescheduling or reassigning work to ensure it's done on time. We hope that these tips will help you meet your project deadlines and still have time to make the most of sunny days!

News 3 min read

Introducing Wrike's Project Templates for Salesforce

Keeping track of all the work being done for your customers can be a challenge when many of your teams (like Legal, Marketing, and Professional Services) don’t work in Salesforce. When this happens, work gets dropped and customers get upset. Today, we're excited to announce Wrike’s new Salesforce Project Templates to make collaboration between sales and cross-functional teams smoother, so you can make customers happier. Watch this short video to see how they work: How it works: You can now link project templates in Wrike to Salesforce, which will provide a menu of project choices for your sales reps. For example, you could create a template for post-sale implementations, and when an account executive closes a new deal they can select that package from the menu in Salesforce. When they do, your implementation team will immediately see the new project in Wrike and get notifications, so they can get started right way. Project Templates are great for any team that frequently works with your sales team. Instead of starting every similar project from scratch, Wrike will automatically set up the project and schedule the tasks based on when you say work needs to start or finish. Here are some common examples of how customers are using templates: Professional Services Your implementation team might have several standard packages. For instance, at Wrike we have Gold, Silver, and Platinum packages. Create templates for each of them so the sales team can quickly pick the right project template after closing a deal. Legal review Create a template for legal reviews so your legal team can keep all comments, discussions, and versions together in Wrike and linked to the customer record in Salesforce. Demo requests Make it easy for your sales team to schedule a sales engineer for a demo by creating demo templates. Marketing support Create templates for different types of marketing materials you provide to customers (emails, hand-outs, manuals, etc.) and keep track of the support you provided. Getting started: The Wrike Salesforce Integration is available to all Wrike Enterprise accounts. If you're a Wrike Enterprise customer you can install the integration from your apps and integration page. You will need a Salesforce Administrator to install the integration. Once you've installed the integration, linking templates to Salesforce only takes a minute. Click here for instructions on how to setup templates in Salesforce. If you’re not a Wrike Enterprise customer start a Free Trial today and give it a try. Any other questions? Reach out to our Support Team! They’re standing by and ready to help.

For Teams

Use cases

Apps & Integrations

Explore Wrike

Learn and connect

Become Wrike Pro

Export Your Data at Any Time

Wrike Team

Related articles

The New Smart Search:<br>Get Results Perfectly Sorted

Avoid the Summer Lull and Keep Your Projects on Track

Introducing Wrike's Project Templates for Salesforce

Export Your Data at Any Time

Wrike Team

Related articles

The New Smart Search:<br>Get Results Perfectly Sorted

Avoid the Summer Lull and Keep Your Projects on Track

Introducing Wrike's Project Templates for Salesforce

Get weekly updates in your inbox!

You are now subscribed to Wrike news and updates