Wrike for Outlook: Sending new message as comment
The instructions above read:
- Open an email in Outlook.
- Click the Wrike icon to open the add-in.
- Select “Add as a comment”. (If you have multiple accounts, you’ll have to select an account first).
- Search for a task or enter a task’s Permalink.
Right now I can complete those steps from any email already in my Inbox. However, when I create a New Message, the Wrike add-in icon disappears. I'd like to be able to write a new message to someone and associate that message with a Wrike task. The goal is to kill two birds with one stone--compose an email that will also be attached to the Wrike task--as it is now, I have to send the email and thenhelp.wrike.com/hc/en-us/articles/115003869085-Wrike-for-Outlook attach it to a task once it's in my Inbox or Sent folder. Is this something the add-in can do? Or am I being blocked from the Outlook admin side?
It would be great if the Outlook Add-In would let you make it a comment automatically, however, that is not an option. Yet. :D
Here is my solution:
Use the Permalink, located in the upper right of the task!
If you want to add the email as a comment, use option 2. I BCC to this all the time!
You can also add a comment by using option 3, but I find some people don't understand why i have that in the subject and it confuses them.
Did you know you can also use the Permalink to automatically create a new task in a specified folder? Just grab the link, and BCC to it. I have a folder i am constantly creating new tasks with directly from an email i'm about to send, so i made the permalink a Contact in my Outlook. Even better, since Wrike does not automatically assign a user to a new task, that folder has a specific workflow that automatically assigns the task to me. I hope this helps.