[Status: Backburner ⏳] Email conversations with non Wrike users inside Wrike

Currently I have to constantly move back and forth between Wrike and outlook email when having email conversation with non Wrike users.

It would be really useful to be able to have those email conversations from inside Wrike.

Maybe by having a another chat window for external emails under the task or task generated by a request.

The external person would only be able to see that part of the conversation in the external conversations window.

90
63 Kommentare
Spot On Innovative Approach Stellar Advice
Avatar

+1 from me as well.

There is any update from the Product team in regards this one?

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

This looks well over that 60 votes benchmark that was said earlier for an update.

And honestly, this is something that should have been developed a long time ago.

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hey everyone, thanks a lot for keeping this going!

The Product team has started researching this suggestion, so I added the "Investigating" status here! I'll be able to provide more details in Q1 2020. 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

This would be a huge plus in Wrike for us. A large number of our requests come from our sales team or others outside of Wrike that we currently have to go back to outlook to send them status updates on. We have determined that adding them all as collaborators likely doesn't make sense and the fact is, they aren't going to check that when they have several other things they need to focus on. What they want is an email telling them when their project is complete or telling them if we need additional information in order to complete their project - they don't care to see the nitty gritty of it as a collaborator. Because of the very fast-paced nature of the work, we've also determined having them as collaborators might cause more headache than it's worth. 

Ideally, we would be able to build email templates that we could trigger to send to that person based on the need or status of their project. We currently have this set up in Outlook w/ QuickParts as a way to send a template email as soon as project is done, but it would save a few clicks and some human error if it could happen right within Wrike. Most of the time for us, a button or context menu option that says "Send Status Email" would suffice, there could be a dropdown to select the template and the ability to add additional notes or an additional email address beyond that of the requestor if needed, hit send and move on with life.

To even take it one step further these could be built into the status changes as an option. When a task or project is marked complete, there could be a rule or trigger applied directly to the status change of a specific workflow that says when the task/project for this workflow is marked complete, the requestor is notified via email using XYZ template. 

2
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

This feature is really needed for us as well. 

Having to cycle between outlook and wrike is really problematic. Hoping for a solution soon. It is a deal-breaker for us if it's not implemented shortly.

 

 

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi again, everyone! I've checked with the team: for now, the status has been changed to Backburner as currently, the team isn't researching this. They might get back to this suggestion in the coming months, and I'll make sure to let you know how it goes. Thank you for all the feedback provided here! 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I'm sorry but that took a long time to produce nothing. I wish my team could backburner a problem.

2
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Thanks for the update, Lisa. It's disappointing, and puzzling, that your team is not interested in solving this problem. Does a team exist, anywhere, that doesn't interact with outsiders? It's not practical to jump back and forth between Wrike and another system every minute of every day to share messages. Many years ago, one of my first customers said, "Listen to your customers; they'll tell you everything you need to know." It was very good advice.

3
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I have to say I'm also incredibly disappointed with that result. This isn't an isolated request, this affects many of your users in a service critical manner. 

2
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

+1 - very important feature for us also...

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Any tweaks possible with Workato ?

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

So disappointing that no action is being taken. Maybe it is time for the Wrike sales and marketing team to step in. I would recommend Wrike wholeheartedly to my business colleagues if it supported this most basic of features. Come on it is 2020 not 1990! It should be implemented.

4
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Very disappointing! Listening to ones customers is usually not a bad idea... It's really sad and I for sure will not recommend Wrike to others based on this. 

I understand why Wrike does not want to introduce this, but I think the Wrike-Marketeers dropped a ball here.

 

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Very disappointing. Our former tool, which was no dedicated project management tool tracked every email with an ID sent or received from anyone. In Wrike it should be quite easy to solve this: as we have already an ID via the permalink it should be really easy to sort this out and add it to the corresponding project. This is for sure not a tecnical problem. Seems to be a decision from sales. very annoying

 

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Very disappointing. Especially as it was raised over two years ago.

@ Everyone else, I'm not sure if its been mentioned already, but as a workaround, I ensure the task email address is copied into all correspondence and that I'm always the last one to communicate on anything I want logged inside the task. Even if its a quick email just to say "thanks" or "Acknowledged". Alternatively, the email could just be forwarded to the email address. 

Not ideal, but at least there's a workaround! 

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Is it just me or is a lot of stuff in Wrike just a workaround? We are going through diligence at the moment to sign up to Wrike for a 2 year contract with 40 seats on the full package which is a lot of money. I am worried with get locked in and will end just forever doing work around's. I like the software but it is lacking simple feature which other systems can provide for a third of the license cost. I find the constant response on here that nothing is in the pipeline 2 years after someone mentions it worry to say the least.

Honest question if you had the choice again now, Would you all still sign up to Wrike? Please give an honest answer. 

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Just for the record, I have to register our own disappointment in that situation.

@Wrike, you mentioned earlier (November 2019) "The Product team has started researching this suggestion, so I added the "Investigating" status here! I'll be able to provide more details in Q1 2020". Could you please stick to your engagement? 

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Good question.  We have over 100 licenses and yes, we have numerous workarounds in place.  The lack of automation for some simple actions (if this/then scenarios) require manual processes, reporting is still lacking the basic functionality for instance, save-as for reports instead of recreating the entire report all over when you want a similar report but with a few changes, and more robust reporting is now available but it's a pricey add-on which we don't have budget for.  Right now, just monitoring and managing a system that was supposed to have freed up time is actually taking up most of one person's entire day... reporting is another thing...  

We loved the simplicity of Wrike and the people we worked with when we set up our instance.  There are always hidden factors with any software until you get into the weeds. I am now constantly telling people that Wrike can't do this, that or the other when we are looking at ways to be more efficient.

Am I disappointed with the lack of actions on what a large number of users consider "basic" functionality.... yes.   Would we still sign up for Wrike now that we've been using it for a couple years... it depends what the competition can offer.  When we decide to explore other project management systems, we'll be coming from a more educated perspective.

 

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I have a suggestion for the product team. Take a look at how at how this add-on in google forms works. It is called Email Notifications for Google Forms . Basically what everyone is saying including myself is they would like to be able to simply send a wrike task via email to any source (non-collaborator account). I can set this google addon mentioned above to do just that in google forms. Basically once a form is submitted it sends an email via a template  of the form response answers to my customer based on a rule that says only send it if the customer name is selected in the form. It does this with rules that you can create for each customer based on the form response customer name. 

We are new to wrike but find it difficult to transition from our google forms we have been using in the past that can do this part and setting up each form as a request in wrike. I like the wrike way but unfortunately no customer wants to sign up for an account. Just my 2 sense were do I vote?

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi everyone, thank you for your continued support and feedback here!

I'm very sorry to hear you're disappointed - if we could, we would have implemented most of the suggestions on this forum! At the same time, some of the suggestions posted here get implemented, but we can't promise that everything will become a part of the product. Why aren't all features being released? Sometimes what one person asks for conflicts with what someone else needs. Sometimes it's just not the right time, or, as amazing as a request is, adding functionality would weigh down the Workspace. Sometimes we even have ideas that haven't been posted but we know they will help. In this particular case, Wrike offers some functionality that allows connecting with external stakeholders: Collaborator licenses, report and Gantt Chart snapshots, Guest Reviews. I understand this doesn't provide an exact solution to what we're discussing here, but please rest assured that all your feedback is passed on to the team and really does make a difference!

 

 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

+1...

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

After all this time, I still don't understand the resistance from the Wrike Product Team.

No CRM system requires the customer to create an account before corresponding with customer service. That's all we're asking for. Many other project management systems have a Guest level that accomplishes the same thing. Note that nobody here has requested that the feature be added for free. We're simply asking for a convenience factor that would make a huge difference in our productivity.  

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hey everyone, a quick update here:

The Product team are still interested in this suggestion, but there are currently no plans to add this idea to the short-term roadmap. Rest assured that all of your feedback has been passed on to the team, and if there are any changes here, I'll be sure to keep you posted.

If you have any questions, I'd be happy to help.

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

As I understand it, only full users can add new tasks from e-mail. Not even collaborators? They can only use the request forms. Is that correct?

Even though it would be a bad workaround, we could add all our clients (we are an agency) as collaborators and force them to never change job or hire new employees (maybe a little drastic). But not even that would work, if collaborators cannot create tasks from email? Why not? When full users can? Why “force” collaborators (and unregistered users) to use the request form and not the email client they use all the time.

We just need a simple option to take in support-mails and transform them into tasks, from any of our clients (registred as well as not registred i Wrike).

Best regards,
Casper

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Casper Stendal, thank you for reaching out!

That's correct, currently, collaborators can't create tasks from emails. Do I understand correctly that using an external form that can be submitted by collaborators and users without a Wrike account, isn't convenient for you? Could you please let me know why? 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Lisa,

Correct. It is importent that our customers can send in support tickets via mail. So they can make tickets (Tasks in Wrike) directly from their e-mail client, where they work most of the day. 

Currently we use Teamwork Desk (https://www.teamwork.com/desk/) for tickets. But if only we could allow collaborators (or users without a Wrike account) to create new Tasks in Wrike via mail, this could be a full replacement of Teamwork. 

 

 

 

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Got it, thanks a lot for clarifying, Casper Stendal! I'm passing your feedback on to the Product team now 👍

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I 100% agree with Casper Stendal - we're in the same boat, only using ZenDesk (instead of TeamWork) for support tickets.  We just signed on with Wrike and my team is already pushing back - they don't want to handle tasks in two places - Zendesk for customer support requests and Wrike for tasks related to customer and internal projects.   Wishing I didnt sign that contract now.   Should have had more of my team included in the trial.   

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Welcome to the Community, Cameron Fulton

I'm sorry to hear you're disappointed. I'm going to ask your Account Manager to contact you - maybe there's something they can help you with 👍

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Cameron Fulton & Casper Stendal - I don't know much about ZenDesk or TeamWork but I'm wondering if there would be a possible integration that would work well for you guys to automate the movement of those emails into Wrike as tasks? Integrations can be very powerful and may solve at least a portion of the issue you are seeing. I don't know if you've looked at Wrike Integrate or a 3rd party like Zapier to connect those tools. Again, I don't know a ton about those specific tools but wanted to offer a suggestion as a fan of integrations. 

0
Aktionen für Kommentare Permalink

Folllowing List for Post: [Status: Backburner ⏳] Email conversations with non Wrike users inside Wrike
[this list is visible for admins and agents only]

Didn’t find what you were looking for? Write new post