[From Wrike] Zoom Actionable Meetings are Here! ๐Ÿ’ป

Hello Community! ๐Ÿ˜Š

We know that many of you have been waiting for this, and today, we are extremely excited to announce the release of Actionable Meetings for Zoom by Wrike ๐Ÿฅณ Huge thanks to everyone who helped our Product team build this integration ๐Ÿค—

With this new Zoom extension, Wrike enables you to coordinate on Wrike tasks in real-time during meetings without having to screen share or switch applications.ย 

Key Features

With Actionable Meetings for Zoom by Wrike, youโ€™ll be able to

  • Manage work in Wrike during Zoom meetings
  • Use meeting tasks to share the agenda, key documents, and meeting pre-reads
  • Capture action items, assign tasks and set due dates to keep action items on track
  • Add comments to track discussions in stream
  • Search tasks on the spot
  • Send follow-up action items to all meeting attendees
  • Automatically attach meeting recordings to tasks

How to Enable and Work with Actionable Meetings

  1. Make sure Actionable Meetings are enabled in your Zoom settings
  2. Add links to Zoom meetings to relevant Wrike tasks
  3. Start working with Wrike tasks from Zoomย 
  4. Create new tasks from the Actionable Meetings app
  5. Add recordings and chat transcripts to Wrike tasks

And hereโ€™s what you can do when working with your Wrike tasks in Zoom:

  • Change task status
  • Assign and unassign the task
  • Create subtasks
  • Add comments
  • Change task description
  • Change task dates
  • Add tasks to folders, projects, and spaces

Please note that Account owners and admins on all accounts (except Free) can disable the option to enable Actionable Meetings by Wrike for the whole account. You can also uninstall Actionable Meetings. You can find more info on how to do all of the above on our Help Center.

We really hope you are as excited about this release as we are. Please let us know what you think in the comments below๐Ÿ‘‡

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos
13 Kommentare

When will similar be available for MS Teams? As my company does not use Zoom this feature does not help us, but for MS Teams an integration would help.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Sven Passingerย Same! Glad you brought this up.ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi folks, our team is researching improvements for our MS Teams integration. I'd suggest creating a separate Product Feedback suggestion so that we can pass it on to the team ๐Ÿ‘

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

This is a cool feature to add - thank you!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos
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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

We don't use Zoom - we use MS teams - any chance for the same thing coming?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks a lot for creating a Product feedback suggestion Jessi Beamerย ๐Ÿค—ย 

Debbie Brownlieย Please check out and upvote the post Jessi created for this ๐Ÿ‘

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Same here - we use MS teams, not Zoom.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi, is there a video upcoming to explain how this new Zoom feature works?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks for reaching out Florian Kislich, our Product team is made aware.ย 

Wim Janin, for now, there's a Help Center article, can it help you? I can also let you account's Customer Success Manager so they could reach out and advise - please let me know ๐Ÿ‘

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi Lisa,

I read the article already, and found it does not explain what the benefits precisely are, and *how* they actually work.

Of course I can read the text:

  • Access tasks in Wrike and make changes during a Zoom meeting (and do it all in one window).

  • Take notes during Zoom meetings right in the Wrike task.

  • Add links to Zoom meetings to tasks in Wrike.

  • Create tasks in Wrike while in a Zoom meeting

  • Attach a recording of your Zoom meeting (and chat transcript) right to the task in one click.

but I was trying to see *how* this actually works. (The rest of the article merely explains how to enable & disable this feature.)

E.g.:

  • how do you find a particular task that exists in Wrike, to be worked upon during a Zoom meeting?
  • how can you take notes for say 2 tasks? Are these notes added as comments - or added to the description?

And a phone call will also not explain me *how* elegant โ€” or basic โ€” this has been solved :-)ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Wim Janinย Thank you for clarifying, I'm checking with the team to see what else is available/planned. I'll get back to you on this as soon as possible ๐Ÿ‘

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Wim Janinย I've passed on your feedback for more learning resources for this integration ๐Ÿ‘ย 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

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