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Creating a Task

Table 90. Availability

Free

Professional

Business

Enterprise


Overview

All users (except collaborators) on all account types can create tasks.

Create a task from the Home page

You can create a task on the Home page or in any other Wrike view. To do that:

  1. Click the + button at the top of your workspace.

  2. Select Task from the list.

  3. In the pop-up that opens type the title of the new task and press Enter on your keyboard.

By default, the task is created in your Personal space. You can change that by tagging it to the folder, project, or space of your choice.

Also, from here you can assign the task to your teammates, set dates, add a description, or change its status.

Create a task from List view

  1. Navigate to a folder, project, or space where the task should be created and switch to the List view 1.

  2. Click the +Add new 2 button at the top of the task list. Make sure that you’ve selected the option to create a task in the selector to the left of the button 3.

  3. Type the name of the task and press Enter.

Create_a_task_List.png

The task is added to the task list of the selected folder, project, or space.

Create a task from Board view

  1. Navigate to a folder, project, or space where the task should be created.

  2. Switch to Board view 1.

  3. Select the column to which you want to add a new task and click the +New task 2 button.

  4. Type the title for the task. 3

  5. Press Enter on your keyboard or click anywhere outside the selected field.

create_a_task_board.png

The task is created in the selected status. Click the task to open it as an overlay in Task view to make additional edits.

Create a task from Table view

  1. Navigate to a folder, project, or space where the task should be created.

  2. Switch to Table view 1.

  3. Right-click the folder or project to which you want to add a task.

  4. Select Add task 2 from the menu that appears.

  5. Enter the task name or permalink of the existing task into the field.

  6. Press Enter on your keyboard or click anywhere outside the field.

create_task_table.png

The task is created. From here you can change its status, assignee, dates, and fill out custom fields.

Also, you can create a task by scrolling down to the bottom of the page and clicking the Add new 3 button. This way the task is added to the upper-level item (folder, project, or space). Make sure that you’ve selected the option to create a task in the selector to the left of the button.

Create a task from Gantt Chart

Gantt Chart is available to all users on all paid accounts.

From the table

  1. Navigate to a folder, project, or space where the task should be created.

  2. Switch to Gantt Chart 1.

  3. Select Gantt manual order 2 from the sorting settings above the table.

  4. Right-click a task row and select Add task above or Add task below 3 to create a one-day task scheduled for the same start date as the task you clicked.

  5. (Optional) Double-click the Title cell to rename your newly created task.

create_task_gantt.png

The task is created and appears on the timeline portion of the view.

You can also scroll to the bottom of the table and click Add task 4 to create a one-day task scheduled for today in the bottommost folder or project listed on the table.

From the timeline

  1. Navigate to a folder, project, or space where the task should be created.

  2. Switch to Gantt Chart.

  3. Press and hold Alt + Shift (or Ctrl/Option + Shift if you're on Mac) on your keyboard.

  4. Hover your mouse over the date you'd like to create a task.

  5. Click and drag your mouse from the desired start date to the correct end date.

  6. Release your mouse.

Double-click the created task to edit its details.

Create a task from Calendars

Regular and external users on all Business and Enterprise accounts can use Calendars.

Create a task from the calendar grid and add it to any classic calendar layer created by you or shared with you.

  1. Navigate to Calendars 1 from the Home page or from the selected space using tools.

  2. Click the date you want to schedule a task for. 2

  3. In the window that opens:

    1. Enter a task title. 3

    2. Select a folder, project, or space to tag the task in 4. You can select more than one.

    3. Select the classic calendar layer to which you want to add the task. 5

  4. Click Create. 6

create-task-calendars.png

On week/month views, your task is created as a one-day task, scheduled for the date you selected in Step 2. On the quarter view, the created task has a five-day duration; on the year view, the duration is one month.

The calendar layer, to which you added the task, is automatically displayed on the calendar grid (if it was hidden before).

Create a task from Workload charts

Workload charts are a part of the Wrike for Professional Services package and Wrike Resource add-on. Regular and external users can use Workload charts.

  1. Navigate to the Workload chart from the Home page or from the selected space using tools.

  2. Select the relevant Workload chart from the list.

  3. On your keyboard, press and hold:

    1. Alt+Shift or Ctrl+Shift keys if you’re on Windows

    2. ⌥ + ⇧ keys if you’re on a Mac, but not using the “Safari” browser

    3. ⌥ + ⌘ keys if you’re on Mac and using Safari.

  4. Hover your mouse over the dates for which you’d like to create a task, in the section of the task's future assignee.

  5. Click and drag your mouse from the desired start date to the correct end date.

  6. Release your mouse.

  7. In the pop-up window that opens, enter the name of the task.

  8. Select the location where the task should be created.

  9. Press Enter on your keyboard or the arrow icon near the name field.

The folder, project, or space that you chose when creating a Workload chart will be set as the task's location by default.

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