Creating a Task via Email Integration
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
All users (except collaborators) on all account types can create tasks using the email integration.
Important
You can only create or edit tasks via email by sending messages from an email associated with your Wrike account.
Note
You can create a maximum of 250 tasks or comments per hour via email integration.
Just follow these steps to create a task:
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(Required) Type the task title in the subject line.
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Add any relevant task details. Adding additional task details is optional. If you choose not to specify task due dates or status, then the task is set to active and Wrike applies the default folder and date parameters specified in your profile. If you don't specify the folder, project, or space in which the task should be created, then the task is automatically created in the folder, project, or space specified in your profile settings.
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Format your subject line. Apart from containing the task title, you can use the subject line to specify any or all of the following: the location (folder, project, space) where a task should be created, the status of the task, and task start and/or due dates. To format your subject line, list the information in any order, but make sure that you put the location title, start/due dates, and task status in brackets, e.g., task title [Folder title] [start date - due date] [task status].
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Add email recipients in the “To” field. The task will be assigned to Wrike users whose emails are listed in the “To” field.
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Send the task to Wrike. There are a few options for how to do this:
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Include “wrike@wrike.com” in the “To” or “CC” field. If “wrike@wrike.com” is the only recipient, the task is assigned to you. If you want to keep the task unassigned put “wrike@wrike.com” in the “BCC” field as the only recipient.
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Click Send and your task is added to Wrike.
If you frequently email tasks to the same folder or project, you can add its unique email address (wrike+intoFolderID@wrike.com) to your contact book. Then, you can email the task directly to that email address. If you do this, you won't have to include the folder or project's name in the subject line (unless "RE" is also in the subject line). To find a project or folder’s email address, open the folder or project info panel, click the three-dot menu in the upper-right corner, and select the Update by email option.
If you use this method, but specify a folder or project which is not shared with you, the permalink will be ignored and the task will be sent to your default email integration folder.
Tip
To create a milestone instead of including a start and due date, specify only the due date: [MM/DD].
Signature extraction in Wrike's email integration is a feature that automatically removes the signature section from emails when you create tasks via email. The system identifies repeated text at the end of your emails as a signature after you send several emails with the same content. Once recognized, Wrike will exclude this repeated section from the task to keep only the unique content.
This helps prevent clutter from signatures in your tasks, but if your emails have important information that repeats, it may also be removed. If needed, this feature can be disabled for specific users by contacting Wrike Support.