Regular and External users on all Wrike accounts can create tasks through the Chrome Extension.
- Important Information
- Install Wrike's Chrome Extension
- Create a Task with Wrike's Chrome Extension
- View all Tasks Associated with a URL
Wrike’s Chrome extension helps you create tasks from a webpage and view the tasks associated with a particular page. When you create tasks using Wrike’s Chrome extension you can: add the task to a Folder, assign the task, set a due date, edit the task’s description and add a screenshot of the webpage you are looking at.
- You must be signed in to the Chrome browser with your Google account in order to use the extension.
- Some web tools don’t have unique URLs for specific items. In these cases Wrike’s Chrome extension turns the webpage into a new task, but it can’t track or notify you of active tasks associated with each page.
- Visit our blog for more ideas on how to use Wrike's Chrome extension.
- Visit the Wrike page on the Chrome Web Store and click the blue “Add to Chrome” button.
- Click “Add extension” in the pop-up that appears.
- A green checkmark appears in your browser window’s upper right-hand corner.
- Click the checkmark and select “Sign in”.
Enter your Wrike credentials to link the extension with your Workspace and you can begin using Wrike’s extension right away.
- Click the green checkmark 1 in the browser’s upper right-hand corner.
- If the webpage already has Wrike tasks associated with it then you can click the green “+” button on the pop-up that appears. Otherwise you will be taken directly to the create task dialog box.
- If you have multiple accounts: use the dropdown at the top of the extension’s dialog box to select which account you want to create the task in.
- The extension adds a default name for your task, but you can rename it by clicking in the field with the task’s name. 2
- Add or edit task details: add the task to a folder 3, add assignees 4, schedule the task* 5, and add a task description. 6
- Click the camera icon 7 to include a screenshot of the current page.
- Click the green “Add to Wrike” button.
*The task is automatically scheduled for the same day you are creating it, but you can click on the calendar icon to reschedule the task or hover over the calendar icon and click the “x” that appears to create the task as backlogged.
Your task is created in Wrike and the page URL of the page which you created the task from is included in the Activity Stream.
- Open your browser and visit a webpage.
- If the page has tasks associated with it, then a number appears next to the checkmark. The number indicates how many tasks are associated with the webpage.
- Click the checkmark to see a list of all tasks associated with that page URL.
Quick tip: click on a task from the extension pop-up to open that task in Wrike.