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. Try Wrike’s built-in document collaboration tool
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 with our document collaboration capabilities. 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 to 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.
6. Integration with other tools
In an increasingly interconnected digital world, it's vital that your document collaboration tool can integrate with other productivity apps. Wrike allows you to connect with popular tools like Google Docs, Dropbox, and Microsoft Office. This means you can access, edit, and share your documents all within Wrike, without the need to switch between multiple apps.
7. Role-based access controls
Wrike's role-based access control ensures that only the right people have access to your documents. You can assign different roles and permissions to team members based on their role in the project. This not only enhances security but also makes document collaboration more efficient.
8. Real-time collaboration
With Wrike, you can collaborate on documents in real-time. This means you can see changes and edits as they happen, eliminating the need for multiple versions of the same document. Plus, you can leave comments and feedback right on the document, making collaboration seamless and efficient.
9. Notifications and Alerts
Stay on top of document updates with Wrike's notification and alert system. You'll receive real-time notifications when changes are made to your documents, when comments are posted, or when tasks are assigned. This ensures that you're always in the loop and can respond quickly to any updates.
10. Advanced search capabilities
Finding the right document at the right time can be a challenge in a collaborative environment. Fortunately, Wrike's advanced search capabilities make it easy to find the documents you need by enabling you to search based on keywords, tags, or even specific contributors.
We hope you enjoy these ten time-saving tips on how to use Wrike’s document collaboration tool. Do you have other favorite efficiency tricks for working with colleagues within Wrike? Hit the comments and share them with everyone.