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!

News 3 min read

Share Task Priorities with Your Team in Real Time

New project tasks appear every day. Some of them have urgent deadlines. So every day, you have to adjust the priorities for each project and communicate them to the team. Tons of operations, don't you think? With Wrike project management software, it takes you just a couple of mouse moves to set, adjust and communicate project priorities. Set and adjust priorities. It's easier than you can imagine. Simply sort the tasks by priority and drag the most important tasks up the list with your mouse. Select "Show descendant" if you want to prioritize tasks in subfolders as well. Whenever you need to prioritize tasks across all your projects, go to the parent folder, select "Show descendant" and drag-and-drop tasks. If you have dozens of tasks, you might want to prioritize them for each person separately (filter the task list by responsible person first). Share and communicate priorities. The best thing about Wrike's priority system is that, if a project folder is shared with the team, the team already knows the up-to-date priorities. How? A person opens a project folder, chooses sorting by priority and voila. He or she sees tasks of the highest priority at the top of the list, just like you do. Every team member instantly sees the automatically updated project priorities with no extra effort from your side. This helps everyone clearly see what they should be focusing on first and promptly react to the changes in the volatile business environment. Keeping your plan up-to-date and communicating priorities to the entire team is a challenge, but with Wrike project management software, it is a piece of cake. We'd love to know what you think. Have you already used Wrike's prioritization function? Did you learn anything new from this post?

News 3 min read

Build Extended Reports in Wrike

It has become possible, thanks to the new field that allows you to specify the date filtering criteria. Now you can filter tasks not only by the due date, but also by the creation date, start date, completion date and the date when last changes have been made. Remember that you can combine such sorting criteria as dates, responsible party, task status and priority to get clear visibility of a particular part of your plans. In other words, you can create a report that tells you what high-importance tasks John Smith has completed by today, tomorrow or any other date. Or what tasks Mary Brown has completed since the beginning of the week. Or what tasks created by you start on the next Monday. Your partial reports can be created in each folder, as well as overall reports across all your projects can be created in the special “Reports” area. The “Reports” area has one more advantage: you can select tasks by the author. Now it’s your turn to benefit from Wrike’s easy-to-customize reports and evaluate your organizational productivity. There is always room for improvement in successful businesses. Very likely, you will be pleased with the opportunities for growth of your team's overall performance.

News 3 min read

Simplified Way to Manage Folders

Today, we are glad to tell you about the simplified the way to create, rename and delete folders in your Wrike workspace. All these actions can be made easily with the help of a right-click in the left pane of the workspace. Let me describe it in detail. 1) To create a folder, right-click on the folder in which you want to create a new folder and choose the “Add folder” option. Enter the folder name and hit the “Enter” key. That is easy. 2) To rename a folder, right-click on the folder and choose the “Rename folder” option. Edit the folder name and click off the field. 3) To remove a folder, right-click on the folder and choose the “Delete folder” option. If you want to share a folder, attach a file or create a folder description, you can do it by clicking on the "Edit folder" link in the right pane of the workspace and editing the folder properties. The next step planned to improve the convenience of working with folders in Wrike is drag-and-drop for folders. We are currently working on a feature that will allow you to easily move folders within the hierarchy.

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The Power Behind a Click: Duplicating Folders

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Share Task Priorities with Your Team in Real Time

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The Power Behind a Click: Duplicating Folders

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Share Task Priorities with Your Team in Real Time

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