Getting Full Work Context: Easy with Cross-Linking Tasks and Projects
With every new update, we strive to make Wrike an even more convenient collaboration hub that connects all your data together, so that any piece of work is at your fingertips when you need it. Today we’d like to introduce a handy improvement that helps you easily weave tasks and projects into the context of other assignments.With every new update, we strive to make Wrike project management software an even more convenient collaboration hub that connects all your data together, so that any piece of work is at your fingertips when you need it. Today we’d like to introduce a handy improvement that helps you easily weave tasks and projects into the context of other assignments. Now when you paste the task link into another task description or the comment field, it will automatically appear as the task name. For instance, let’s say you want a designer to create a new mockup for the trade show, using the same outline she used the previous year. You simply insert the link to that task, and she understands the context of the assignment in one glance without even following the link to check what you are referring to. At the same time, if she needs to refresh her memory of the task details, she only needs one click to open it. Besides the title, the task status is reflected too. If the task has been completed already, the appropriate icon will appear next to the task name. In the same easy way, you can insert links to whole projects, as well. If the folders have color coding, you will see an icon of the appropriate color together with the folder name. See how neat it looks in the screenshot. This feature is particularly helpful when you need to cross-link several tasks or projects. As your project team will instantly see the titles, instead of links, there will be no confusion among multiple similar-looking URLs and no need to browse every single one in order to understand what the new assignment is about. This small, yet helpful feature makes it easy for you and your project team to put together the full context of a particular assignment. Just one more thing before you try this feature in action – make sure that the tasks or folders you refer to are already shared with the assignees of the current task.
New User Audit Reports for Wrike Enterprise
We have launched the User Audit Reports, which give you powerful insights into user behavior, security compliance, internal and external threats, and user/group operational activities so that you can take corrective action to protect your data and streamline operations.
Two More Ways to Easily Create Comments and Tasks in Wrike from Your Inbox
We’ve heard from many of you that forwarding your emails to Wrike and replying to notifications, as well as our unique Outlook and Apple Mail add-ins are extremely helpful in your day-to-day work. On our forum, you also shared some cool ideas for perfecting these features so that they suit your needs even better. As we are passionate about making you more efficient, we didn’t hesitate to bring them to life and generate new simple ways to create tasks and comments from your email account. We’ve heard from many of you that forwarding your emails to Wrike and replying to notifications, as well as our unique Outlook and Apple Mail add-ins are extremely helpful in your day-to-day work. On our forum, you also shared some cool ideas for perfecting these features so that they suit your needs even better. As we are passionate about making you more efficient, we didn’t hesitate to bring them to life and generate new simple ways to create tasks and comments from your email account. Emailing tasks into the required folder is now as easy as 1-2-3 There’s the good old way to email tasks into a particular folder by putting its name into the subject line, but what if there are several folders with the same name? To prevent any confusion or mistakes when emailing tasks, you can now use the folder’s unique ID number. Are you wondering how you will know the ID number? This is easy – go to “Folder info” and click on the permalink right above the folder name. Once you have the number, you can create tasks in this folder just by sending an email to [email protected], where 123 is the folder ID. If you add the folders that you use most often to your contact book, the process will be simplified to choosing a recipient. Add comments to tasks while skipping the “Re:” step Imagine the situation: you need to send an e-mail to your client and at the same time save it as an update to a task. In case you don’t want to confuse him with a long e-mail subject with brackets and other specific syntax, simply add [email protected] as a CC to your e-mail! To obtain the task ID, just copy it from the “Permalink” on the top left of the task pane. You then add the ID number into the address line, write your comments in the body of the email, and that is it! No need to dig deep into your inbox for a particular task notification in order to reply! We’d love to know what other things could make email integration even more convenient for you and are eager to read your ideas in our voting forum!
Access Granted: Watch Our Recorded Selective Sharing Webinar
On June 4th, we presented the latest webinar in our "How-to” series, which highlights specific Wrike features to help you master the tool and become a productivity pro. This month, we covered one of the most popular topics in our support chats: selective sharing in Wrike. We want to make it as easy as possible for you to share ideas and projects with your whole team. But how do you strike a balance between giving people access to everything they need without risking information overload? During the webinar, Wrike expert and Implementation Specialist Joy Lawless taught attendees how to: Share tasks and folders with your team for efficient collaboration Follow shared tasks and folders so you always know where your projects stand Share data with whole groups of people in a matter of seconds Use custom tags for selective sharing and personalized organization Grant license types and folder permissions to ensure each person sees exactly what they need Follow a 5-step action plan to start sharing all your brilliant ideas with colleagues ASAP If you missed the live presentation (or if you’d like to refresh your memory), you can now catch the webinar recording right here: After you’ve watched the video, be sure to download the PDF guide with step-by-step instructions for selective sharing in Wrike. (And in keeping with today's theme, share it with your colleagues!) Stay tuned for future how-to webinars! Possible upcoming topics include: generating custom statuses, creating project templates, and team communication tips. What would you like to learn more about in Wrike? Let us know in the comments section!
File Encryption at Rest: Your Attachments Made Even More Secure
Keeping your data safe in the cloud has always been a top priority for us. This is how we maintain the integrity and confidentiality of your data: Wrike backs up your data nearly every second with real-time database replication. We store your data on our own servers, hosted in world-class data centers with SSAE16 Type 2 certification. We protect our servers using robust firewalls, equipped with instant alert mechanisms. We use industry-standard protocols with powerful symmetric ciphers to ensure secure communications over the Internet. But we’re always on the lookout for the best measures to keep your sensitive information safe. Which is why we’re adding an extra layer of protection by encrypting your files and attachments at rest. Files at rest are those uploaded attachments that are stored on Wrike's servers but not currently being accessed, shared, or modified. Advanced encryption safeguards all the information loaded into Wrike. Every attachment is encrypted with a 256-bit unique, cryptographically secure, and randomly-generated key for all accounts -- from Freemium to Enterprise. As always, we take every precaution to make sure your files are protected so you can breathe easy. If you have any questions about Wrike’s security measures, contact our Support team. A few words from our legal friends: The information here is provided “AS IS” without any warranty, express, implied or otherwise, regarding such information’s accuracy or performance. Any practices or policies described herein are subject to change without notice.
The Timeline Goes Live
We have developed a Timeline, which is mostly known as a Gantt Chart. Now you can: - have the big picture of parallel projects, - track the work load of your team members, and - create elegantly designed outlines of plans. All these tasks are a huge challenge when using other online project management and collaboration tools, aren’t they? Here is a short demo for you. Some technical details. The red flag marks the due date, and the floating bar chart represents the task duration. So you can easily drag a bar and thus change the start date of a task. To change the task duration, you only need to pull the bar’s borders. The red flag - the due date – keeps you from accidentally overstepping the deadline and doesn’t allow the bar chart to move outside of it.
Notifications have become much more intelligent
We are happy to tell you that now you can customize the notifications that you receive. If you are overwhelmed with the notification e-mails, you can switch to a daily digest, instead of immediate delivery, by going to the Account section (My Profile tab). We have also changed the default notification criteria. Starting today, by default you will only receive notifications about the tasks that you have created or the tasks assigned to you. Before today, you were receiving notifications about changes in every shared item. Of course, sometimes you want to keep an eye on projects more attentively. You can modify your commitment within each folder: open the folder to edit and change e-mail notifications to “All.” Notice that every subfolder inherits the settings, and you receive the same type of notifications within them, as well. You are welcome to contact us if you have any questions.
Business Card Popups, User Profiles Now Enhanced with Twice the Info
Ever receive a comment on a Wrike task and wonder: "Who is this person? Which department is he in?" Clicking on the user's name gives you a popup showing the user's full name, email address, and enlarged photo. Now, you can gather even more info with our enhanced User Business Cards so you know exactly who you're working with. Every new user profile has three extra information fields for: telephone number, geographical location, and job title. They give you a more complete picture of who the user is in your organization. It also makes it easier to pick up the phone and call your colleague to say: "Great job on that deliverable!" User Business Cards appear when your cursor hovers over a profile photo or username. It's one more way to bring your team members closer together so they can collaborate smoothly. What to Do: 1. Go to your profile. 2. Fill in the new fields: telephone number, location, and job title. 3. Click "save changes" and you're good to go. Collaborators and external users won't have access to the new business cards fields so your contact info stays internal.
Star Your Favorite Folders to Keep Them on Top
Like a lot of us, you probably have two or three folders in Wrike that you use most often. Accessing them might take several clicks, especially if you have a lot of folders in your account. Today, we're introducing a Starred Folders section where you can quickly access your most commonly used folders. With the new Starred section, your favorite folders and projects are always just a click away. How to Add Folders to Starred When you hover over a folder, you'll see a star icon appear on the right. Click it and the folder will be added to the "Starred" section on top of your folder tree (in much the same way you add a task to "My Work"). Now, no matter how many folders you have in your account, you'll have instant access to the ones you use most often. Save time searching for key work items by keeping them "Starred!" As always, we looking forward to your feedback in the comments.
5 Powerful Ways for a Project Manager<br> To Leverage Filters in Wrike
Running several projects, you need to track all the deadlines, adjust the schedule, report the progress to your superiors… What a headache! Fortunately, with Wrike project management software it takes just a couple of minutes to get the exact project perspective you need. Today, we want to share some special hints on filtering your tasks in Wrike to make sure you always have the portion of data you need at your fingertips. Running several projects, you need to track all the deadlines, adjust the schedule, report the progress to your superiors… What a headache! Fortunately, with Wrike project management software it takes just a couple of minutes to get the exact project perspective you need. Today, we want to share some special hints on filtering your tasks in Wrike to make sure you always have the portion of data you need at your fingertips. Here are 5 powerful ways to use filters when planning things and tracking work progress. 1. Keep control of the tasks due this week. When the project is scheduled and is on its track, it’s important to be in the loop of what your team is currently working on. For this purpose, one of the handy options is monitoring the tasks to complete in the short term each week. This gives you and your team an accurate picture of what needs to be done and makes it easier for you to check on the ongoing tasks. You also can filter the list to see the tasks of particular team members. How to create the report: 1. Under “Tasks to do” in the filter panel, check the box “This week.” 2. Under “Assigned” in the filter panel, check the names of the particular assignees. If you’d like to have a short meeting with your team to discuss the tasks they’ll be working on, it might be handy for you to have a print copy of the task list. Click “Export” to create an Excel file and print the report for the meeting. If your meeting is virtual, it’s even easier to distribute the report. You just need to share its URL with your team. You will all have the same plan in front of your eyes, and if you make some changes, they’ll appear in real time. 2. Check out your team’s weekly results. A week is a perfect time frame to evaluate your team’s performance. It’s long enough to see noticeable results and short enough to adjust things if something goes not as expected. Create a performance report at the end of each week to evaluate team members’ productivity and make sure there are no stumbling blocks in the way of your project. How to create the report: 1. Choose folder -> Press “Show Descendants” button 2. Filter panel -> Completed on -> This week You will see the results for the current week according to the first day of the week that you’ve set in your account settings. You can see the total number of tasks completed during the given period in the right-hand bottom corner of your workspace. To see the most important tasks at the top of the list, sort them by importance. If you need to share this data with your superior, provide him or her with the report link right from the browser address bar. 3. Adjust schedule hitches. If things go off schedule, you should be the first one to know. To prevent serious delays, it’s helpful to constantly monitor the overdue tasks across your project to be able to tweak the schedule quickly enough. How to create the report: 1. Click on the folder name. 2. Filter panel -> Tasks to do -> Overdue. To have this data always at your fingertips, you can add the report to your dashboard by pressing the “Add to dashboard” button. 4. Overview important events. You most likely want to make sure that everything is prepared in advance for important things on your roadmap, like your next release or an approaching event. Create milestones for important stages of your project and monitor them for the upcoming month. How to create the report: 1. Filter panel -> Advanced filters -> Task type -> Milestone. 2. Filter panel -> Tasks to do -> This month/this week. 5. Pick up valuable ideas and bring them to life. If you log every idea into Wrike, it helps you better focus on important things that you can take advantage of now. What is more, during a calm period, it’s easy to look through the unassigned, backlogged tasks in the system and pull out the most valuable ones to work on them further. How to create the report: 1. Filter panel -> Assigned -> Unassigned. 2. Filter panel -> Advanced filters -> Task type -> Backlogged. Extra tip: When you filter tasks and create reports, don’t forget that there’s also the sorting feature at your service. For your convenience, you can sort tasks by importance, due date or priority, and the sorting order will be automatically saved for this task list. These settings also will be applied to the dashboard widget you create from the report. What kind of reports do you use in Wrike?
3 Wrike Design Improvements That Will Save You Time
We strive to make your day-to-day work in Wrike as efficient as possible. Not only with big feature releases, but also the small improvements to save you time each day. Here are three enhancements that will make your work faster: 1. Comment field stays at the bottom of the task view In a similar way, the comment field will always stay at the bottom of your screen regardless of which part of the task you're viewing. This should make it easier to comment on many parts of a long task description. 2. Stream adapted for large screens The new Activity Stream layout has been adapted for large screens and ensures that more information fits on one page, so it's easier to read through for everyone. 3. Unfollow tasks directly from the Activity Stream Quickly unfollowing tasks you're no longer interested in is now available while browsing the newsfeed. Remember, there are some tasks that you can't unfollow (e.g. tasks where you're an assignee), so if you try then you'll see a popup explaining the reason. Keep an eye out for more updates! Each of these three changes is small, but altogether they bring an improved experience to your Wrike workspace! Hit the comments to tell us what you think.
Application Programming Interface (API), Explained
An application programming interface (API) is the interface that allows two independent software components to exchange information. Let's take a look at how the small but mighty API can be used to connect virtually any processes.
Drag Milestones to Easily Shift Your Project Schedule
Life interferes with even the most perfect project plans, so sometimes you may need to adjust the team's schedule. With our recent Timeline update, you now can shift a project's deadline and all attached project tasks will be rescheduled correspondingly, saving you time on manual task-by-task changes. To shift your project schedule, just drag the milestone while holding SHIFT. You'll see the special arrow icon indicating that you're shifting the entire dependency string. As you drag a milestone forward or backward, all dependent tasks will be rescheduled correspondingly. The changes only affect active tasks in your project, so all completed tasks will still maintain their original dates on the Timeline. By the way, you probably noticed that tasks on the Timeline now have multiple colors. That's because we added Custom Workflows to this view as well so Enterprise customers now can quickly grasp the status of task. This new, simple trick will save you time and keep your plans up-to-date with minimal effort.
When Does Your Week Start? Select the First Day.
Each day, Wrike welcomes new customers from all over the world, and we are working hard to make it a perfect workplace for all of you. Today international users can change the local time for receiving to-do e-mails, adjust the date format and configure the start day of their week according to their country’s local practice. Each day, Wrike welcomes new customers from all over the world, and we are working hard to make it a perfect workplace for all of you. Today international users can change the local time for receiving to-do e-mails, adjust the date format and configure the start day of their week according to their country’s local practice. “Oh, do they differ?” you may ask. Interestingly enough, the calendar week starts on Sundays in North America, on Saturdays in many Arabic countries and Mondays in the rest of the world. So no matter where you are from, now you can see the calendars and timelines in Wrike in the way that’s most common for you. The first week day will apply to: - calendar date-pickers when scheduling tasks, - the view of business days and weekends on your Gantt chart, and - the timeline in the workload view. To configure your calendar format, change your profile settings: 1. Click on your name in the right-hand corner of Wrike’s workspace. 2. Go to your profile. 3. And configure the week’s starting day to your needs, whether it’s Saturday, Sunday or Monday. Even if your week seems to never end, thus it has no start, cheer up and try out this new tweak in Wrike!
Set Hours in Task Duration
Besides project discussions, another feature often asked for by many of our users--estimation of task duration in hours--is now live in Wrike project management platform. To help you build a more precise schedule, we’ve added the ability to set task duration to minutes (1). Examples of valid entries in the duration field: "2h 30 m", "5d", "3h", "15m". In other words, you can use the following format to set tasks’ duration: "3d 4h 5m". The task duration feature allows you to enter the correct number of days, hours and minutes or to remove unnecessary parameters. If you enter a fractional number of days, like "0.5d" Wrike will turn it into "4h" to represent half of the working day. If you enter a fractional number of hours or minutes, Wrike will round it to the nearest whole number.
Important Enhancements in User Management Engine
Besides Wrike’s new, cost-effective pricing model, you will also be pleased with the enhanced Wrike’s user management engine. 1. The new engine lets you have many user administrators in one account (1). User administrators can create new users (2) in the account, as well as redistribute subscriptions and additional features among the users (3), but they cannot make purchases or project billing changes. All purchases can be made by the account billing administrator – the person who subscribed to a Wrike trial on wrike.com and then entered credit card information to continue using the service after the trial. The project billing administrator also has all privileges of user administrators. 2. The new engine allows administrators to have more control over users. For example, administrators can instantly delete users. If administrator removes a user, the user account is instantly deleted with all user’s information, including tasks and attachments created by the user. 3. The new engine supports a long-requested feature: If you accidentally or deliberately included some person in your email correspondence and CCed wrike at wrike.com, the user is not automatically invited by Wrike. Instead, the person’s name goes to the administrators' user management tab marked as a “user awaiting invitation” (1). And it’s up to administrators if and when to invite the person to Wrike (2). 4. Finally, storage space was increased up to 5GB per user on the new subscriptions. All features described above are tied into new subscriptions, so if you are subscribed to an old plan and like the feature, you need to upgrade. To upgrade, contact our support department at support at team.wrike.com.
New Exciting Project Management and Collaboration Features!
Wrike is a project management software provided as a service. Every day we work hard to make our service even better and more valuable for you. On top of small enhancements every week or two, today, we are glad to introduce a significant system upgrade that will bring a great productivity gain to you. Today, we present several new productivity features that are added to your existing user subscription for free, as well as extra features that can be additionally purchased with the new pricing. Among the new free productivity features added to your subscription are 1) project and task discussions and 2) estimation of tasks in hours. Finally, we’ve enhanced our user management engine and pricing model and made it more tempting for you to invite more co-workers, clients and contractors to collaborate with you on Wrike. Click on the links above to find out more details about the new features and the pricing.
Tip of the Day: Assign Tasks with Drag-and-Drop
Here’s another handy tip to save more of your precious time. If you like Wrike's drag-and-drop support, don’t forget to use it when you assign tasks.Here’s another handy task management tip to save more of your precious time. If you like our drag-and-drop support, don’t forget to use it when you assign tasks. The ability to assign tasks with drag-and-drop is particularly helpful when you create tasks for yourself. Instead of typing your name in the search field, just drag your picture from “Author” to the “Assigned” area, drop it into the yellow spot and – voilà! The task is assigned to you. The same trick also works if you need to reassign a task to one of the past assignees or to people with whom the task is shared. Pretty nice if you have dozens of users and collaborators on your team, isn’t it? Watch our screencast to see exactly how it works and try it right away in your workspace! Managing tasks will become so much easier!
New Automation: Assign the Right Project, Team, and Schedule from Inbound Requests
Now, you can set Request Forms to trigger the right project template based on a requester's specific need, captured in a dropdown response. The new project can be aligned with the requester’s preferred start or end date, and you can set the form to add assignees, owners, or folders based on drop-down or checkbox field selections.
Your Top Five Contacts: Assign a Task with a Mouse Click
Now, when you want to assign a task or share an item, the first five names in the drop-down menu will be your “top” colleagues from your closest working circle, while the rest of the names appear in the habitual alphabetical order. Thanks to this update, you can assign and share tasks way quicker, as it requires significantly fewer keystrokes. In fact, you may skip typing anything at all if the assignee’s name is among these five favorite contacts. Wrike task management tool constantly analyzes your collaboration network and regularly updates these five “favorite contacts.” So if the circle of your closest work contacts changes, it will be quickly reflected in Wrike. We hope you find this upgrade useful in your day-to-day project management. We will be glad to hear your comments on this feature and answer any questions.
Managing Tasks, Projects, Issues, and Documents... How About Books?
It’s always great to know how many different and interesting use cases of Wrike implementation are there in your organizations. But could you imagine that Wrike might serve not only as your irreplaceable assistant in task and project management, but also as a librarian? With a sizeable collection of books in the office, it may be rather difficult to keep them classified and track their availability. One of our customers, Tisso Naturprodukte, who has a large office library with the latest publications in biology and natural medicine, handled this challenge with Wrike’s help. Keeping the books’ statuses up-to-date has become way easier and more accurate. Here’s how exactly they made it happen: Creating an online catalogue The team at Tisso Naturprodukte logs all books from their office collection into the “Library” folder as completed tasks. This way, the library catalogue can be instantly accessed by everyone, but at the same time, these tasks don’t clutter the dashboard or the to-do lists as action items. Just like in online book stores, the team organizes dozens of items by tagging them with topics. There’s a special subfolder with different categories that can be dragged onto the appropriate tasks. So whether someone’s looking for a new read in chemistry or a popular book on biology, it’s really easy to spot the right one. Searching for a particular book In every book’s description, Tisso’s team members enter the most important details. So in addition to the thematic tags, it’s convenient to search books by a particular word in its title or description. Also, to make it easy to physically find the right book, they all are tagged with the number of the stand they’re on. Isn’t that smart? Tracking library items Tracking library items is basically as simple as tracking tasks. There’s a simple rule: Whenever someone on the team borrows a book, he or she should mark the task as active, assign it to himself or herself and set a due date when he or she expects to return the book. When the book is returned, the same team member marks the task as completed, and everyone can see the new status indicating that the book is available again. If someone on the team wants to recommend a book to a particular colleague, he or she leaves a comment in the task’s Activity Stream, using @username. With such a skilled “librarian” as Wrike, it has become really easy for Tisso’s team to keep their office library in perfect order. Do you use Wrike to keep track of something other than tasks and projects? Let us know in the comments! “We are using Wrike for almost every aspect of our day-to-day work. It helps us greatly in organizing seminars and webinars, managing our ticket system and recurrent daily tasks, doing inventory of IT hardware and electronic devices, and much more. I would like to particularly point out the great job of Wrike’s support team, which is always available in the chat or by e-mail, and eager to check things out and explain them to us. Thank you, guys!” —Nihad Perva, CIO at Tisso Naturprodukte
Links to Tasks Are Now Available At Wrike
Now there is an easy way for you to send someone a link to a task. You simply right-click on the appropriate link in the right upper corner of the task details and select “Copy link location.” Once you get a link to the task, you can send it to a person or insert the link in the description of other tasks. That is very convenient if you track bugs with the help of Wrike. You can refer to tasks when trying to identify and resolve the issues.
How You Can Email a Task into a Subfolder
We are often asked ask about how to email a task into the hierarchy in the Wrike workspace. There is a very simple way, which some of our users intuitively use. If you want to email a task into a subfolder with the unique name, you can simply add the folder's name to the subject line of your email. If there are several different folders with the same name in different parts of your Wrike workspace, you will need to provide a complete path to the subfolder. In the example, [folderA/subfolder] will put the task in the right place.