Here at Wrike, we're all about collaboration and helping customers get the most out of their tools. If your team often collaborates on documents, then these five tips will help you maximize Wrike's functionality.
1. Write directly in Wrike instead of creating separate documents
How many documents do you have cluttering up your cloud storage that were only needed for a short time? Try creating these directly in Wrike and you'll be amazed how much time (and shared drive space) you save. Meeting notes, brainstormed ideas, product requirements, blog posts, and more can all easily be written within the corresponding task instead of a separate document.
2. Use revision history see changes to the text and revert to earlier versions
If you accidentally delete an entire paragraph of text and can't seem to UNDO the damage, then this button is your time machine. You can restore a previous version of the text you were writing by clicking the clock icon at the top of the task, and using the time slider. This is called the Revision History, and it shows you the full history of changes to a a Wrike task description.
3. Add new versions of files on top of older versions to ease collaboration
Collaboration equals feedback equals several iterations on work. And if you're attaching every iteration to a task, you'll soon be drowning in the various attachments — and you have a potential mess on your hands when someone begins working on an older version! All this trauma can be avoided if you click the "New Version" link underneath an attached file to upload your new copy. You'll attach your new version on top of an older attachment, keeping files organized and making the current version the easiest to access.
4. Edit or add comments to files without downloading them
Did you know? If you click the pencil icon on task attachments, you can open Office documents, image files, and PDFs, make your edits, and hit save to automatically upload & attach your new version to the task. You don't have to download the file to edit it, which means you'll never forget to upload your updates.
5. Quote text from the task in your comment
When leaving comments, it's much clearer if your team knows exactly what text you're referring to in your note — this is where Quoting comes in. You can quote anything in the task description or comments feed by selecting the text you want to reference and clicking the quotation mark icon that appears to the left. The highlighted text will automatically be pasted into your comment box. It's a simpler way to give context to your comments and get everyone on the same page.
We hope you enjoy these 5 time-saving tips. Do you have other favorite efficiency tricks for working with colleagues within Wrike? Hit the comments and share them with everyone.