Working From the Wrike for Gmail Add-on
TL;DR
With the Wrike for Gmail add-on, you can turn emails into tasks, update task details, view task info, and add email replies as comments without leaving Gmail. Changes sync with Wrike right away, so your work stays up to date in both places.
| Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
| Availability: Free, Team, Business, Pinnacle, Apex. ; Unavailability: ; |
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.