Working from the Wrike for Outlook Add-in
Wrike’s Outlook add-in is available for all users (including collaborators) on all account types (including Free).
Open an email in Outlook, from which you want to create a task.
Click on the Wrike add-in on the panel above in your Outlook.
Select Create Task from the list.
If you have multiple accounts, you will have to select an account from the menu that pops up to the right.
A task is immediately created and you can begin editing it.
Email threads. If one email in a chain is associated with a Wrike task, then other emails in the thread can be turned into its subtasks, but can't be made standalone tasks from the add-in.
Click on a Wrike notification email (or an email which you turned into a task).
Click the Wrike icon.
Begin editing the task.
Your edits are synced instantly with the browser version of Wrike.
Change the task title
Add/remove the task from folders, projects, and spaces
Change task status (including workflow)
Read and add comments
Add or remove assignees
View and edit task descriptions
View and open attached files
Create subtasks (and view names, status, and assignee for existing subtasks). Please note, you can create subtasks, but can’t click on them to open them.
Open an email in Outlook.
Click the Wrike icon and select the Open Wrike add-in option.
Select Add as a comment. (If you have multiple accounts, you’ll have to select an account first).
Search for a task or enter a task’s permalink.
The text from your email, any attachments, and data around who sent the email and when are added to the specified task.
Users with multiple accounts can switch between accounts from within the add-in. To select an account:
Click on the three-dot menu button in the Wrike add-in's top-right corner.
Click on the account name in the list.