Compare Microsoft Project with Wrike
.post table td{ padding: 0 5px 5px 5px; } .centercol{ font-size:10px; }(Last edited on May 29, 2009) When you choose the best project management software for your needs, you most likely want the tool to: save you time, release you from routine operations, be easy to use, support collaboration, and keep operations transparent to you. What kind of software will meet your expectations? Web-based collaboration software is the most practical answer. With the help of collaboration software like Wrike, you can easily stay on the same page with your team and run your project successfully. Your employees can instantly contribute to the project plans. You get better control over all operations. Let’s examine why traditional project management tools like Microsoft Project are outdated and how Wrike can help you run your projects more successfully. Wrike MS Project* Price From $9.95/mo for unlimited users and projects $999 per license Upgrades Free Automatic $599 per upgrade Manual System requirements Cross-platform. You only need a Web browser and Internet connection. Microsoft Project Web Access is supported with Internet Explorer 6.x and Internet Explorer 7.x only. Installation No installation required You need the software to be installed on the computer. Training No training required Requires extensive trainings for end-users and administrators. For example, Microsoft Project 2002 Training Courseware consists of 4 modules and 53 lessons. Project Management Features Full-featured. Task management, Time tracking, Gantt charts. Advanced features that bring excessive software complexity. Many of these features you will never use. Visibility You get a clear picture of all operations. You have a limited visibility on every project because your plans are represented in a flat way. Intersection of project parts cannot be reflected in your plans. Only a straightforward process, which rarely happen in real business, can be managed. Project updates Your employees report their progress online. You save time on routine operations. You have to update the plan manually. First you need to collect reports from dozens of your employees. Then you analyze them and manually enter data in your project plan. This process is very time-consuming, and mistakes often can occur. Sharing of information and tasks Free On average, the ability to share your plans will cost you between $4,998 and $85,892. The explanations of these calculations are described below. Sharing of information available only with MS Project Server and Microsoft Web-Access. MS Project Server available only through volume licensing; price not quoted. However, the price may reach up to $52, 894. Additionally MS Project Server Requires: Microsoft Windows Server 2003 for hosting and function of Windows Server System. Purchasing of Microsoft Windows Server 2003 will cost you up to $7,999, depending on the edition. Microsoft Windows Server 2003 Requires Microsoft SQL Server for enterprise project management functionality. You will have to spend between $3,899 and $24,999 on SQL Server. IT personnel who can help you choose the most suitable edition of MS Project Server, Windows Server 2003 and SQL Server. IT personnel who will be able to install all components correctly and maintain their operational status. A single computer (stand-alone installation) or many computers. The requirements for your installation will depend on the availability and scale requirements for your solution. E-mail collaboration Yes. You can create tasks from your favorite e-mail client and even work from your BlackBerry. Not applicable. Does the tool remind people about overdue tasks via e-mail? Yes No. Available only with MS Project Server and Microsoft Web-Access. It will cost you at least $4,998 (see “Sharing of information and tasks”). Does the tool notify you about changes in plans? No. Try Wrike Now? Yes * Legal disclaimer. All Trademarks or registered. Trademarks found on the Site or mentioned herein belong to their respective owners.
A New, Easy Way to Invite Teammates to Task Discussions
Today, we introduce you a new handy collaboration feature that lets you easily draw somebody's attention to your comments in Wrike project management software. Simply add @TeammateName in a comment to a task to invite a colleague to the task discussion! If the task wasn't shared with the teammate you mention after @, it automatically gets shared right after you submit the comment. This way, he or she is able to better understand the context of the comment and actively participate in the discussions in the future. If your colleague replies to the comment via e-mail or in the workspace, Wrike considers this as an interest in the topic, and the person automatically starts following the task and keeping track of the task progress. Now you can be sure the person will be aware of all updates and discussions of this task! Wrike auto-suggests a drop-down based on what you've typed after the @ symbol, so the feature is very easy and intuitive, and it quickly draws the attention of the right teammate directly to your comment. You are very welcome to try this new social communication feature right now and share your experience with us in the comments!
Coordinate Multiple Teams Efficiently with User Groups
The bigger the team, the more difficult it is to coordinate. Inspired by suggestions from customers with large deployments, we've introduce user groups as one of the killer highlights in the new Wrike Enterprise plan. This feature lets admins organize users by project, department or location, allowing you to share data with multiple users effortlessly. Buckle up and we'll give you the quick tour! Where to Manage User Groups If you’re an administrator in Wrike, you'll find the “Groups” tab on your workspace. This is where you will manage users in the account, get detailed overviews of groups and users, invite new users, and add users to groups Default User Groups: Overview of User Types By default, every user in your account is categorized into one of these 5 groups based on the user license: Regular users can access all Wrike features and see other users’ info, such as their time spent on tasks and their scheduled tasks on the timeline, among many other things. External users have the same abilities as regular users, except they can only see the info of users who have shared folders with them. Collaborators can view and complete tasks, add comments and attach files. Just like external users, they can only view the people with whom they share folders and tasks. The Invitation Pending group includes invited users who haven’t signed up yet. Consider resending or canceling the invitation. Ungrouped users are not included in any custom group (see the next section). Custom User Groups: Visualize Your Organization’s Structure While default groups are predefined and identical for every account, custom user groups and subgroups represent the actual employee clusters in your organization. Dividing users into groups is also extremely useful for selective data-sharing, as it helps managers quickly adjust user access to folders and tasks. Note that you can include one user in several groups at once. One of your developers, Emma, may decide to take part in the next volunteer event and thus should be included in the “Developer” and “Volunteers” groups. Best Practices for User Groups 1. “User Group” Thinking You can save a lot of time and effort if you think in terms of groups, rather than users. Next time you create a project folder, share it with a group, rather than individual users. This way, all your designers can follow the updates to a new brochure. Keep in mind that if you share a folder with a group: The folder becomes shared with all subgroups under the main user group. You won’t be able to unshare the folder from a subgroup or from a person in this group. It’s impossible to unshare a subfolder or any task in this folder from this group. This way, you’re sure that important data cannot be overlooked or mistakenly unshared by any of the group members. 2. One-Click Onboarding Process In fast-growing companies, new employees join up on a regular basis. This is a challenge for project managers who need to provide newcomers with access to the data they need to hit the ground running. User groups make it easy. As you add each of the new employees to a group (say, new copywriters added to the “Marketing” group), they instantly get access to all the folders shared within that group. Pro tip: Create a special “Welcome” folder with materials for newcomers (guides, official instructions, onboarding documentation, lists of crucial tasks) and share it with the “Newcomers” group. This way, new employees can see it the minute they are added to the “Newcomers” group. 3. Organizational Chart Using groups as a hierarchy is a great way to illustrate your team's structure. Whether you choose to group users by project or location, one look at the group tab is enough to glean insight about the different teams in the account. Overview done! Now go manage your user groups like a boss.
Holidays, Vacations, and PTO? No More Scheduling Headaches
Managing large teams means more challenges, especially with employees spread out across departments, cities, or even continents. There are a lot of things to keep in mind in order to avoid schedule conflicts. To help you track all the different variables (from national holidays to vacations and sick leaves) and even let you choose the day when your teams’ working week starts, we've introduced a new feature within Wrike’s Enterprise plan – custom calendars. Managing large teams means more challenges, especially with employees spread out across departments, cities, or even continents. There are a lot of things to keep in mind in order to avoid schedule conflicts. To help you track all the different variables (from national holidays to vacations and sick leaves) and even let you choose the day when your teams’ working week starts, we've introduced a new feature within Wrike’s Enterprise plan – custom calendars. Admins: Adjust Schedules on the Account Level The new feature allows admins to customize working calendars on the account level. For example, easily mark Thanksgiving, Christmas or all-day corporate events on the account's global calendar so important milestones aren't scheduled on these dates. Admins: Adjust Schedules of Individuals Because we want you to set more accurate deadlines and distribute the workload more efficiently, admins can now log four types of calendar exceptions on employees’ individual calendars. They are: extra work days, paid and non-paid vacations, and sick leaves. Each one is set to a different color for easy scanning. For large teams, the search box allows you to find someone’s calendar quickly. These changes are instantly reflected in the workspace. For example, you won’t be able to schedule a new task for dates when the assignee is on vacation. No matter what view you're in, if you try giving them a deadline on their vacation days, you will end up with a conflict that will need to be rescheduled. Users: Adjust Your Own Schedule Users can add vacation days, sick leaves and extra work days to their personal calendars to make sure that tasks are assigned properly. These adjustments will reflect in the global calendar of the account, too. Moreover, users can edit their regular workweek and identify non-working days, something that may benefit part-time workers. Wrike Enterprise’s custom calendars create an efficient way to track team schedules, distribute the workload and plan milestones. Moreover, the calendars provide a helpful tool for accounting departments that need to generate payroll. In addition to flexible calendars, Wrike Enterprise delivers many other helpful features. Drop us a note at https://www.wrike.com/contact-sales/ to see it in action. And don't forget to mark the coming holidays on your team’s schedule!
Take Our Survey on Mobile Productivity & Enter to Win!
These days, workers turn to mobile devices to get things done and increase work productivity while on the go. In 2014, 36% of smartphone users and 45% of tablet users had purchased at least one app for their mobile device. But are these apps actually making us more productive, or are they just eating our money? We need your help in exploring how mobile devices help or hurt work productivity, and how today's mobile productivity trends are expected to fluctuate over the next few years. You're invited to share your valuable input in this 5-minute anonymous survey to help us all better understand mobile productivity and usage. After the survey period concludes, we'll be publishing a full report of the results, so you can also see what's happening in the world of mobile productivity — and perhaps adjust your business plans accordingly. Click here to take the survey now! What's more, you can enter to win an iPad! In the spirit of holiday generosity, we're giving out an iPad to one lucky participant who completes the questionnaire. Just make sure to fill out the contact form at the end of the survey to register to win! The survey will be open until: December 23, 2015. Thanks in advance for participating, and we hope you look forward to reading the results!
Integrating with Wrike Is Easy: API v.3 & Brand-New Developer Site
In our latest Dynamic Platform Release, we've made it easier for developers to integrate with Wrike by releasing our new API v.3 and a new Developer site. Now building your own custom integration with Wrike takes less time and effort. Some of the most important improvements in Wrike's API 3.0 include: Organized using REST principles making it more robust and easier to use. Added the most popular request methods including: Custom Fields, Subtasks, and more account management functions Migrated to OAuth 2.0 protocol for authorization to align our API with industry standards. Our API is designed to be used for Enterprise grade applications. In fact, we've built our own mobile apps and Zapier integration using our API v.3, so it's possible to build very robust applications with API v.3. Today, we also launched our new Developer site, developers.wrike.com, which provides quick access to API Documentation and developers can now request API keys directly from the developer site without having to contact support. Visit Developer portal to start working with the new API and share your experience in comments.
Wrike's API Out: Connect Wrike with Other Business Software Tools You Use!
We are happy to announce that we’ve just unveiled Wrike’s Development Platform, which opens up an opportunity for you to synchronize all your data between Wrike and other business applications and thus get a step closer to a transparent enterprise. Wrike’s Development Platform allows you to connect project collaboration in Wrike with other software you use, or even build new applications. The platform is a set of API (application programming interface) methods that enable your engineers to integrate Wrike with desktop, Web or mobile tools that you and your team use extensively. “ Some companies already have planned an integration for their business needs. “We’re building an integration that will enable transferring contacts and tasks from BatchBook, a powerful social CRM application, into Wrike. With the data brought together in one spot, the customer relations teams will definitely gain in efficiency while planning follow-ups, tracking leads and closing deals,” says Kurt Milam, VP of Software and Internet Services at Xioup, a fast-growing Web development company. You can explore the API documentation and register your application right now! If you have limited engineering resources in-house and would be interested in hiring a third-party consultancy to help you integrate Wrike project management software with your other applications and automate your business processes, drop a note to our sales team at https://www.wrike.com/contact-sales/. We’ll connect you with one of our development partners.
Announcing Wrike’s Dynamic Platform Release
We know that your business is unique and you need tools that adapt to the way you work. Today, we're excited to announce our Dynamic Platform Release, which completely changes the way you can use Wrike. Watch this short video of our CEO Andrew Filev sharing his thoughts on this release. The Dynamic Platform Release consists of many new powerful features that make Wrike more configurable and connected with all the other tools you use. Personalize Projects with Custom Fields The new Custom Fields let you configure each project to track exactly what you need. Need to track budgets? Priority? Custom statuses? No problem. Whether you're in Product Development, Marketing, Finance, or any other team, you can now configure your projects with exactly what matters to you. This feature is available to Wrike Enterprise customers. Meet the new Table View For all users, we've upgraded the Table View to work more like a spreadsheet, making it easier to use for project planning. More powerful integrations During the last several months we've worked hard to deliver more integrations with your favorite tools including: Salesforce integration. Our new Salesforce integration make collaboration between Salesforce users and cross-functional teams faster, easier, and more accountable. This integration is available to our Enterprise customers. Integrations with Evernote, Wufoo, Zendesk, and more tools. Now you can sync Wrike with dozens of common apps with the help of our integration with Zapier. Learn more about Wrike's Zapier integration or see the full list of apps provided by Zapier. New App Portal Did you know that Wrike integrates with dozens of apps like Outlook, Gmail, Box, Dropbox, Evernote, Quickbooks, and Slack? Visit our new App Portal to see how to get more out of Wrike by connecting it with the other tools you use. Developers rejoice. Integrating with Wrike just got easier We've made it easier for developers to integrate with Wrike by releasing our new API v.3 and a new Developer site. The functionality of the new API now includes all popular features such as Subtasks, Custom statuses, and account management functions. Visit our new Developer Portal to get API keys and start developing on Wrike. Wrike's Dynamic Platform release lets you customize Wrike in unique ways so that you can successfully run your business both now and as it grows.
Explore Table View (Beta) for Fast Task Editing
Do you sometimes have to review massive task lists? Or edit many tasks at once in Wrike project management software? If so, you’ll be pleased with the beta release of the new table view for tasks. The table view is a task management tool that saves you time on adding, reviewing and editing many tasks at once. Compared with the perfectly visualized list view that helps you focus on a specific task, the table view is a compact version adjusted to working with a long list of tasks. The table view simplifies the way project information is displayed. Thus, it easily accommodates more tasks on one screen. The table view aggregates subfolders and tasks in a single hierarchy and lets you quickly switch between items with the help of your keyboard. You can move between tasks and details by hitting the arrow keys, and edit the most important task information by hitting “enter.” By the most important task information, we mean the task’s title, start date, end date, status and responsible parties. The table view becomes extremely handy if you need to edit a lot of tasks. For example, when you need to mark several tasks completed, or quickly create project that includes many tasks, or reschedule numerous tasks, the table view is what you need! We value the needs of our customers most of all and always listen to what you have to suggest. Since the table view is still in beta, it would be great to hear your ideas on how we can make this feature even better. P.S. As of today, the table view doesn’t display backlogged tasks. That’s a known issue, and our designers are working on creating layout that would work well with all tasks (both backlogged and planned) and work side-by-side with the timeline at the same time.
Say "No" to Downloading: Edit Your MS Office and Open Office Files Right from Your Tasks in Wrike
Goodbye to the habitual 5-step process of collaborative file editing! The tiresome “download-open-edit-save-upload” routine has had its day. Today, Wrike project management software breaks the last barrier to seamless document collaboration by letting you edit your MS Office and Open Office files online without downloading them. Removing the “download” and “upload” steps from the file editing procedure, Wrike makes it incredibly easy for you and your team to update files attached to tasks. You can see it for yourself! The next time you need to update an MS Office or Open Office file attached to a task in Wrike, just click on it, and it immediately opens without downloading to your computer. The file opens in the appropriate program, be it MS Office or Open Office, depending on which one you use. When you are done with editing, save changes and close your file. That’s it - the new version is automatically created! Your freshly updated document instantly appears right at the top of the file versions list. All the previous versions are also conveniently stored in Wrike, so you can easily track the history of changes by downloading a particular file version when needed. The new light-weight editing process saves you dozens of precious seconds and clicks and helps you overcome many challenges of unsynchronized communications in project management. Now all these pesky fails — like “I didn’t receive it” or “Which one is the final version?” — become obsolete. Your team members always stay on the same page as they effortlessly get access to the latest available file version. This fantastic new feature lets you combine the convenience of editing your documents in the familiar MS Office program with opportunities for storing and sharing your docs in the cloud. Whether you are in the office, on a business trip or working from home, your files are always at your fingertips. We literally fell in love with this new way of editing documents online, so we decided to make a grand tutorial video leading you through the main steps of updating documents. But this new feature is just so easy and intuitive that the video is only a couple of minutes long. Enjoy!
Meet the Full Set of Task Dependencies
Project management is unthinkable without milestones and dependencies. Even if you occasionally plan tasks on the Gantt chart, these tools help you keep your product releases, website launches, editorial calendars, advertising campaigns and many other important activities on track and on time. Project management is unthinkable without milestones and dependencies. Even if you occasionally plan tasks on the Gantt chart, these tools help you keep your product releases, website launches, editorial calendars, advertising campaigns and many other important activities on track and on time. Creating "finish-to-start" dependencies on the Timeline (Gantt chart) has been a matter of a mouse move in Wrike for quite some time now. You simply hover on a predecessor task and drag the arrow from its right side to the left side of the successor. Recently, many of our customers started asking for the ability to build more complex relationships between tasks in the same quick and easy manner. We've accepted the challenge, and starting today, Wrike became even more professional, allowing you to create all possible dependencies between your tasks! New Types of Task Dependencies Start-to-start (B can't start before A starts) If you plan to publish some article with images, there is no use in making visuals unless you start writing. Here the start-to-start dependency will work the best for you. Join the left sides of "write article" and "make pictures" tasks with an arrow, and it is set! It's not necessary for these tasks to start at the same time. Thus, if needed, you can easily move the second task forward this way, creating a task date constraint. Finish-to-finish (B can't finish before A is finished) If captions are the finishing touch on your banner, use the finish-to-finish dependency. You can instantly create it by joining the tasks' right sides with an arrow. Start-to-finish (B can't finish before A starts) This dependency type is often used for just-in-time scheduling. For example, you need to transfer paper from the warehouse to the printers in order for printing to start. However, the printers have limited storage capacity and you do not want the paper to arrive until it is needed ('just in time'), so the start of printing drives the delivery of paper. If the start of printing changes for some reason, so will the end date for getting paper to the printers. Probably, you already know how to set up this type of relationship. Hover on the left side of the "start printing" task and move the mouse to the right of the "deliver paper" one. What dependencies are the most desired for your projects? Are any of them completely new for your team?
User rights in Wrike
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 conditionsand 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. Permissions in Wrike are based on the Wiki model. Taking into account all the above comments, it becomes evident why Wrike’s permission system is not complicated by granular rights, such as view, edit, delete, etc. Granular rights would create formal boundaries on contributing to projects and add a level of complexity for people who share tasks. Therefore, in Wrike, there is one type of sharing. Either an item is shared or not. If you share the item, the user gets all the permissions (view/edit/delete). If you do not share the item, the user has no permissions (no view, no edit, no delete). This model is also used in wikis. If you give a person access to the task, a person can easily update it. Wrike's permission system is very easy to use and convenient, especially when backed up by a revision history and e-mail notifications. 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.
5 Virtual Documentation Mistakes You're Making
Your bank is trying to get you to do it. And so is your insurance company. It sometimes feels like the whole world is trying to save trees (a good thing) and trying to get you more organized by making documentation virtual. But virtual documents are no more helpful than packets of real paper if you don't do it right — and can be one of the pros and cons of working from home. Here are 5 mistakes that many people make with virtual documentation and how to fix them by storing documents the 2014 way. Mistake 1: Not storing documents in the cloud What happens when documents don't live in the cloud? They die with old hard drives. They're accidentally deleted from personal computers. You can't access them once you leave the office. If you save work-related documents in a cloud software such as Google Drive, Dropbox, or Box then your important documents won't be dependent on the existence of your computer. If your hard drive crashes, your documents live on. If you leave the office but suddenly need to look at that customer-related file, you can check it from your phone. Putting documents in the cloud means your work belongs to you, not to your computer. Cloud Storage Suggestions: Google Drive, Dropbox, Box Mistake 2: Exchanging documents through email Manually attaching a document to an email leads to a host of problems: the file size is too large, the email gets lost in the recipient's inbox, old file versions can't be deleted out of inboxes and people still reference them after they're outdated. This tip goes hand-in-hand with keeping files in the cloud. Sharing documents online is easier than ever, so there is no reason to resort to email exchanges. Instead, give your colleagues links to easily-updated, cloud-hosted files and avoid all those email challenges. Mistake 3: No standard file organization methods Just because your documentation is virtual doesn't mean you stop worrying about where your files are stored. Virtual documents are just as easily lost as slips of paper. Virtual files are slightly easier to find if you're willing to put in the search-and-rescue work, but you can prevent wasting that time altogether with a little bit of planning. Set up a logical folder structure to store documents (e.g. a "Customer-facing" folder split into subfolders for specific types of files), and make sure everyone knows how to navigate them. If only one person understands how to document everything correctly, files will still get lost. Creating a standard method of organizing files — and teaching everyone those standards — means you won't worry about losing your customer NDAs. Software Suggestion: cloud project management solutions with file attachment capabilities help you store and organize your files into project folders Mistake 4: Process documents aren't immediately updated If you're part of a company that doesn't document processes, this point may not apply. But for companies that document workflow and development processes, failing to properly implement change management can trip you up. When processes change, updating the relevant documents must happen concurrently. People responsible for maintaining documents should be involved with process update meetings from day one. As soon as final decisions are made, those documents need to reflect the new changes before the decision is officially rolled out to the company. Mistake 5: Old versions of documents aren't deleted Are you a file packrat? When documents become outdated, they either need to be replaced or deleted completely. Leaving old documents in your cloud storage or project management tool creates room for mistakes. People will inevitably reference old versions of your file and make mistakes based on outdated knowledge. If you need to be able to reference old versions, collaboration software can track document changes or allow you to version your documents. You'll be able to keep previous versions around for reference and simultaneously understand which file is the most recent. Use cloud file-storage or project management storage for better virtual documentation What other virtual documentation mistakes has your team made, and how did you fix them? Teach everyone a new thing or two in the comments.
Wrike App Gets a Bold Redesign for Android 5.0 Lollipop
Wrike's app for Android™ has been redesigned for the latest Android OS update, Android 5.0 Lollipop. Because we want you to be the first to benefit from the latest innovations in the mobile space, the redesigned Wrike app now boasts the same bold colors, fluid animations, and simplified layouts that characterize Lollipop. What's distinct about the Lollipop OS and the design principles it was built from (Google calls it Material Design, we call it "awesome") is its emphasis on simplicity and on being able to know where you are in the app at all times. These characteristics are now front and center in Wrike. ?ere's a quick rundown of what's new in the updated Wrike app: - Gorgeous new design: Round avatar photos, and a redesigned task list and task view so you get a clearer look at your tasks. - Better navigation & performance: Whether you're viewing your task list or your Activity Stream, navigation is now improved and more fluid. - NEW! App Notification Center: You won't miss any @mentions or new assignments with this latest mobile addition. And don't forget, we just released three all-new features for Android: Multiple Dashboards, Time Tracker, and 3 new Android home screen widgets — Stream, Task list, and Add new task. If you haven’t downloaded the app yet, get it on Google Play and send us your favorite screenshot of the Wrike Android app in action. We’d love to see how you Wrike on the go!
Wrike + Salesforce = Happier Clients and Teams
You live in Wrike and your Sales team lives in Salesforce, but you still need to work together. Now, you can collaborate without having to jump back and forth between tools or bombard each other with email. Today we're announcing our integration with Salesforce to help you manage your customers and your tasks all in one view. Wrike's Salesforce integration makes collaboration between Salesforce users and other teams in your company faster, easier, and more accountable. Salesforce users can create and assign new Wrike tasks directly from Salesforce, and also check the latest status of all tasks you've associated with your Salesforce pages. Meanwhile, you can work in Wrike and any changes you make are instantly reflected in Salesforce. This eliminates time spent reiterating information in Salesforce and Wrike, avoids dropped handoffs, and saves you from toggling between systems. Wrike’s Salesforce Integration lets you: Add a Wrike Tasks module to any record type in Salesforce such as Leads, Opportunities, or Cases Create and view Wrike tasks without leaving Salesforce Instantly reflect in Salesforce any changes made in Wrike How might you apply this to your team? Here are some common use cases, but of course these are just a few of many: 1) Implementation teams – Often winning a new deal is just the beginning. For teams who work on post-sale implementation projects, client consulting engagements, or other fulfillment work, managing these projects in Wrike is easier and more effective. Now these projects can be linked to the client records in Salesforce for quick and easy reference by your account teams. 2) Marketing teams – You support Sales with campaigns, pitch materials, and competitive analysis. Now Sales reps can submit requests as a Wrike task directly from Salesforce — forget about emailing! You can easily communicate and share files directly from Wrike, and you have a full record of all the support you’ve provided Sales to quickly report on the impact of your work. 3) IT help desk – The Salesforce integration isn’t limited just to Sales teams, it works with any Salesforce Object. Let’s say your IT Help Desk uses Salesforce Cases to track tickets such as lost computers, network issues, and new employee setup. Now you can easily manage any tasks or projects related to these cases in Wrike while keeping Salesforce as your record system for cases. Getting started: Salesforce Integration is available to Wrike Enterprise accounts. Ready to give it a try? If you're on Wrike Enterprise, contact our Support team for the installation package. If you’re not on Wrike Enterprise, start a free trial and then contact our Support team and ask for the Salesforce Integration to try it out. Any other questions? Reach out to our Support team! They're standing by and ready to help. More great integrations are coming soon, so stay tuned with Wrike! Subscribe to our blog to stay in touch with all the latest product updates.
The Power Behind a Click: Duplicating Folders
We all have projects that reappear from time to time: similar customer contracts, feature releases, regular trade shows, etc. And when a new project with basically the same milestones starts, we all would love to have a one-click way to set it up. As so many of you voted for adding a feature for qui?k duplicating of folders in Wrike project management software, today we are excited to roll it out for you! The template folder will be copied with its subfolders and milestones by default, but you also have the option to copy the tasks (1) with their descriptions, attachments and assignees (2). The last checkbox (3) in the dialog lets you adjust the new project's schedule. You set the start date of the first task in the folder, and the other tasks are rescheduled accordingly. They keep the same sequence, durations and time intervals between them as in your template folder. If you leave this box unchecked, the tasks' dates will be identical to the schedule in the original folder. The next time your prospective client calls you to tell you've won the project, you'll set up and customize a new project in just a few minutes. Then share the plan with the client or simply e-mail them an image of the project Gantt chart – you’ll look super-efficient! We invite you to try the power of instant folder duplication and share your experience with us! If you are looking forward to having more new, handy features, let us know about them on our feature voting portal!
When Numbers Are Not Enough: Add Comments to Your Time Entries
When you click on the "hours spent" link in the task details, you will see the text box right below the field for entering hours. You can use this text box to specify what exactly you have done so far. In the time report, you will see not only a list of time entries for each task, but also have a clue about what the time was spent on. This way, you can always provide your clients with a thorough report of what you are billing them for and ask the same from your contractors. More new handy features are on their way to come before Christmas! In the meantime, if you have ideas of what can make you more productive, please let us know at our voting forum.
The New Way to Embed Images into Task Descriptions: Do It Right from the Attachments
Whatever the task is, be it the new website design, fixing a bug or updating your company’s social media profile, the use of images definitely helps your team to get things right. Adding visuals to tasks is absolutely not a problem with Wrike, and today we made this process even easier. Now you can insert them into task descriptions right from the attachments. Whatever the task is, be it the new website design, fixing a bug or updating your company’s social media profile, the use of images definitely helps your team to get things right. Adding visuals to tasks is absolutely not a problem with Wrike, and today we made this process even easier. Now you can insert them into task descriptions right from the attachments. Imagine your team is discussing interior design for a new customer. After considering tons of variants, at last you are ready to engage 3D designers. The best way to do it is to show them the scheme you successfully finalized. Oh, no… someone accidentally removed the necessary picture from the description. Don’t worry! You can still easily fetch that picture from the attachments. You’re probably wondering how? As usual with Wrike, it won’t take you much time and effort to learn to use the new feature. Just click on the picture icon, then choose the ‘insert from uploads’ tab and tick a checkbox in front of the file you need. Press the insert tab, and that’s it! The description is instantly illustrated with the right visual. They say a picture is worth a thousand words. Do you agree? Try it with Wrike’s new feature!
Guess Who? Now You Can See Who Is Editing Files in Tasks
Looks like it’s document management month in Wrike! Before you could say wow, we’ve added one more file management feature on the heels of our recently launched Dropbox integration. Now, when someone is working on an MS Office document right from Wrike without downloading it, you can instantly see who exactly is doing this. Your colleague’s name appears next to the file title in the task’s attachment list. Let’s see when it can be helpful for you. Looks like it’s document management month in Wrike! Before you could say wow, we’ve added one more file management feature on the heels of our recently launched Dropbox integration. Now, when someone is working on an MS Office document right from Wrike without downloading it, you can instantly see who exactly is doing this. Your colleague’s name appears next to the file title in the task’s attachment list. Let’s see when it can be helpful for you. Imagine you finalized a report on the latest banner campaign and asked your colleague, Jack, to review it before you share it with your boss. For some reason, your boss suddenly wants to see it ASAP, and he also asked for a diagram that you haven’t prepared yet! In Wrike, now you see that Jack has this document open on his computer. It looks like he started reviewing it before he went away for an urgent meeting with a contractor, but you have no idea when he’ll be back … No worries, you can stop Jack’s session with the file by hovering over his name and pressing the “Unlock” button. The document is all yours now. Add and edit whatever you wish! When your colleague gets back to his PC, he won’t miss the update, as it’ll be reflected in the task’s activity stream. If you face a similar situation, remember that there’s this small, yet useful feature to help you through!