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Tasks

External and Regular Users on all account types can create tasks.

⏱ 6.5 min read

Create a Task

  1. Select a Folder or Project from the left-hand Folder tree (this is where your task will be created). 
  2. Click the green plus sign in the Workspace's upper left-hand corner 1 and select "Task" 2
  3. Type a task name and press "Enter". 

Your task is created and you can begin adding task attributes from the Task View 3 (assignee, due dates, and more) or right-click on a task from the List View to access quick edit options 4

 CreateTask.png

Assign a Task

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.

When you assign someone to a task, the task is automatically shared with that person (if it was not shared with them before).

AssignTask.png

Schedule a Task

In the List view, 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” button:

ScheduleUnderline.png

Set the start date 1 and due date 2 for your task and/or specify duration 3 in hours, minutes or days to build a more precise schedule.

The predefined date options — today and tomorrow 4 — support quick action choice. Click on them to set the date and close the date picker.

When you schedule a task, note that the “Working days only” option is checked by default 5, meaning that only all weekdays are counted when calculating the end date of a task, based on its duration and start date. If you do want weekends to be included into the calculation of the end date, please deselect the “Working days only” option.

Click on “Clear dates” option to deselect dates in “Start date” and “Due date” fields. 6

Users on Wrike for Professional Services accounts or Business and Enterprise accounts with the Wrike Resource add-on can enable effort for the task from the date picker. 7

taask_ready_numbers.png

Tag a Task (Organize Tasks into Folders)

When you tag a task, you're adding it to a Folder or Project and you can add a task to multiple Folders or Projects. Tag tasks to better organize your workflow and to make it easier for your team to find tasks they need. There are a few ways to tag a task:
  • Drag the necessary Folder from the Folder tree onto a task.
  • Click the "+" button under a task's title in the Task View and then choose the appropriate Folder 1.
The task is added to the Folder (in addition to any Folders it was previously in) and shared with the people with whom this Folder is shared 2. The names of all Folders the task appears in are displayed under the task's name (like tags). 
 
TagTask.png
 
To tag multiple tasks at one time:
  1. Switch to the List View.
  2. Click "Mass Edit" at the top of the List View. 
  3. Click the checkmarks to the left of task names. 
  4. Drag a Folder or Project tag from the Folder tree onto the task list. 

Wrike Tip! Use mass actions to tag or move multiple tasks at once.  

TagTask.png

Follow a Task

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 email notifications (if you have them enabled in 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.

Add Someone as a Follower

  1. Open a task.
  2. Click the "Follow" button in the task's upper right-hand corner. 1
  3. At the top of the panel, you'll see the avatars of the people who are currently following the task. 
  4. Click the "+" button. 2
  5. Type the name of the person who should start following the task and choose their name from the list when it appears. 

The person you added is now following the task and will get an email notification about the change. 

Tasks_-_Follow_Task.png

Unfollow a Task

To stop following a task:

  1. Open a task.
  2. Click the Follow button in the task's upper right-hand corner.
  3. Click “Unfollow task”.

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 above process for any subtasks you no longer want to follow.

To remove someone else from following a task: 

  1. Open a task.
  2. Click the Follow button 1 in the task's upper right-hand corner.
  3. Hover over the person's avatar and click the 'x' that appears. 2

The person is no longer following the task and will receive an email notification telling them about the change. 

Tasks_-_Unfollow_task.png

Print a 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.

PrintTask.png

Add Dependencies to a Task

Regular and External Users on all paid accounts can add dependencies to tasks.

To add dependencies to task, simply add a previous task (predecessor), search for the next task (successor), and choose the type of dependency.

You can also draw dependencies on the Gantt Chart.

Viewing Tasks

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".

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