- Create a task
- Assign a task
- Schedule a task
- Tag a task (organize tasks into folders)
- Follow a task
- Unfollow a task
- Print a task
- Add dependencies to a task
- Viewing tasks
Creating a new task in Wrike is easy. In the left-hand pane, click on the folder in which you want to create a task. Then simply click on the big "+" button 1 or "+ New task" line in the task list pane 2, type in the name of your task, and hit "Enter". After this, the task will be saved and appear in the list in the middle pane of your workspace.
You can then specify the task parameters: assign it, schedule it, set its status, share it, etc. Turn the task into a milestone or a backlogged task (types of tasks with different date structures) in the task view pane 3 or right-click on the task in the list and apply some quick editing actions 4.
Whenever you need to quickly create a list of new tasks, just hover your mouse in the task list pane and choose “+ New task” 2. Once you input the task title and hit “Enter”, the task will be created and saved, with a cursor ready to type in the title of the next new task. These new tasks are set as backlogged by default.
Choose the names of people to whom you want to assign a task, using the drop-down menu. Or you can type the first letters of the name, and Wrike will suggest an appropriate list of people. You can assign the task to as many people as you need. If the right name is not in the drop-down menu, you can invite that person to join Wrike and grant him or her a license. Read more about how to invite a user to Wrike.
When you create a task and assign it to a person, this person receives an automatic email notification. When the start date of the task comes, Wrike will remind the assignee about the task by including it in the interactive, daily to-do email list and by showing the task on his/her Dashboard. If the task is overdue, Wrike also will remind the responsible team member about it. Last, but not least, if somebody changes a task that you created, you will get an email notification about the change. The task changes history is shown in the comments under the task description.
In the Task list, you can set or change the start and due dates of a task by clicking on the calendar icon:
Alternatively, if you've clicked on the task to view its details, you can change the task dates by clicking the “Set date” or “Current date” button:
Let's have a detailed look at the date picker dialog:
Set the start date 1 and due date 2 for your task and/or specify duration in hours and minutes to build a more precise schedule 3.
If you don't want to set exact dates for your task right now, you can set the task as "backlogged" 5 and work on it later.
The predefined date options — today, tomorrow, and backlogged — support quick action choice. Just double click on them to set the date and close the date picker.
When you schedule a task, note that only business days are counted when calculating the end date of a task, based on its duration and start date. So, if you'd like to include weekend days as well, please check the “work on weekends” option 6.
You can tag your tasks in Wrike to better organize your workflow and to make it easy for everyone on your team to find tasks they need. It is possible to include one task in several folders in Wrike, so the function of tags is assigned to folder names. To tag a task, just drag the necessary folder from the folder tree onto a task. Alternatively, you press and hold the “Control” key on your keyboard and then drag a task to a folder in the folder tree. In both cases, the folder name becomes the task’s tag and the task gets included in this folder (in addition to any folders it was previously in). To tag multiple tasks, select them in the “List” view by checking the boxes on the left of the tasks, then drag a folder-tag from the folder tree onto a task list.
Another way to tag a task is to click on the "+" button right under the task title in the task view and choose the appropriate folder from the drop-down menu that appears after you start typing its name in the field 1. After you click on the folder title, the task will be included in this folder and shared with the people with whom this folder is shared 2.
Following a task is a great way to stay up-to-date with its changes and comments. If you follow a task, you see its updates in the Activity Stream and receive instant or daily email notifications depending on your email notification settings.
You can easily start to follow or unfollow any particular task in your workspace and invite other teammates to follow it. If you add a comment to a task or if you are mentioned after the @ symbol in a comment, you will automatically start following that task. Task authors and assignees also follow their tasks by default.
To begin following a task, click on the "Follow" button in the task description 1. At the top of the panel that appears you will see the avatars of the people who are currently following the task 2. If someone who is involved in completing this assignment isn’t on the list, type in your colleague’s name or email address to invite them 3 or choose his/her name from the list of people that appears. Every subscribed person instantly receives an email notification that he or she is now following a specific task.
To stop following a task: click on the Follow button 1, then click “Stop following” 2. Please note, you will not be able to stop following a task if you are assigned to it. If you stop following a task you will not automatically stop following its subtasks, but you can repeat the same process for any subtasks you no longer want to follow.
To remove someone else from following a task: click on the Follow button 1, then find their avatar under the Followers heading and click on the ‘x’ that appears when you hover the mouse over their name 3. They will receive an email notification telling them that they have been removed as a follower of the task and they will no longer be following the task.
When you have a complicated task or want to discuss it at a face-to-face meeting, the hardcopy of the task containing its description and the activity stream might come in very handy.
Just open the task, click on the Menu button (the one with three dots) and choose "Print". A new browser tab will open with the standard print menu allowing you to print out the document or save it as a PDF or other preferred file type.
To add dependencies to task 1, simply add a previous task 2, search for the next task 3, and choose the type of dependency 4.
You can also draw dependencies on the Timeline.
If you want to (or need to) you can view a task in full screen. To do this, click on the Menu icon in the task's upper right hand corner and then choose "Enter full screen."
You can also choose to open the task in a different tab: click on the task's Menu button and then select "Open task in separate tab".