Working From the Wrike for Gmail Add-on
Tasks created via the add-on are automatically added to the Shared with me section.
-
Open an email in Gmail.
-
Open the Wrike add-on.
-
Select Create a task from the email.
-
If you have multiple accounts, select which account to create the task in.
Your task is created and the task description includes:
-
Information on who sent the email and when.
-
Text from the email body.
-
Click a Wrike notification email (or an email that you turned into a task).
-
Open the Wrike add-on.
-
Edit the task.
The edits are synced instantly with all versions of Wrike.
From here you can:
-
Change the task status to Completed (or back to Active).
-
Add or remove yourself as an assignee.
-
Add a comment (@mentions aren't currently supported).
-
Add the task to a folder or project.
The add-on shows:
-
Task title
-
Task description
-
Task due date
-
Task status
-
Task attachments
-
Assignees
-
Comments
You can only add an email as a comment if the email is part of the same thread from which that task was created.
-
Click an email that you’ve turned into a task.
-
Open the Wrike add-on.
-
Click Add Email as a Comment.
The text from the email body is added as a comment to the task along with information on who sent the email and when.