- Logging In
- Navigate the App
- My Work
- Create a Task
- View and Edit Tasks
Wrike’s iOS app allows you to stay on top of your projects and connect with your team on the go. The application is available as a free download and is supported by iPhone, iPad, and iPod devices with iOS 9+.
Once logged in you will be able to create and edit tasks and collaborate with your colleagues right from your mobile device.
Please note, some data is cached and temporarily available when you go offline, but not all changes are synced when you go back online. As a result, we recommend working online only.
When you open the app simply enter your Wrike credentials and then press “Log in” to begin using the app. There is also the option to log in with Google or with Single Sign-On (see below).
If you don’t have a Wrike account yet, you can select “Sign up” and enter the email address you would like to sign up with. Follow the prompts on the email you’re sent to finish setting up your account.
Please note, if 2-step verification is enabled for your account then you need to use a one-time password to login on mobile.
Log in with Google
If you prefer you can log in using your Google credentials. Just touch “Log in with Google” at the bottom of the login page 1. You will be taken to a page where you can enter your Google username and password and then press “Sign in” 2.
If you don’t have a Google account you can create one right from the Wrike app. After selecting, “Log in with Google” 1, press “Create an account” at the bottom of the page 3. You will be taken to a new page where you are able to create a Google account.
Single Sign-On allows users to log in to different platforms using one set of login credentials and it works with our mobile app.
From the app login screen select “Use company credentials” 1. You will be prompted to enter your company credentials (user login and password) and then you will be able to log in.
In order to take full advantage of screen size, the navigation pane is kept hidden until you need it. Easily access the app’s navigation menu by:
- Pressing the Menu button in the app's upper left-hand corner 1 or
- Place your finger on the left-hand side of the screen and then drag the screen to the right
From the navigation pane you can access:
- Inbox 2
- My Work 3
- Dashboard 4
- Stream 5
- Projects 6
- Your settings
Folders and Projects
Existing Projects and Folders are listed underneath the "Projects" tab in the apps Navigation panel. If you have starred Folders/Projects they will appear at the top of the list. To easily distinguish Projects from Folders, Projects are indicated with a clipboard icon to the left of the Project name. Select a Project from the Navigation panel to see the Project’s:
- Owner or owners
- Start and end dates
- Tasks included in that Project
Touch a Folder of Projects name to edit its attributes.
Inbox on the iOS app shows notifications related to
- New task assignments
- A Task, Folder, or Project you follow is shared with someone else
Notifications in Inbox are sorted by date with the most recent notifications appearing at the top of the list. The Archive sections shows notifications which you Archived by swiping left on a notification. Notifications remain in the main Inbox until they are moved to the Archive.
Please note, only notifications which you move to the Archive by swiping left on a notification will appear in the Archive section.
Interact with Notifications
- Touch a task notification to open the related task
- Touch a Folder or Project notification to see that Folder or Project’s Stream
- Swipe left on a notification to move it to the Archive section of Inbox or, if in the Archive section, swipe left on a notification to move it out of the Archive.
- Touch the Archive icon in the upper right-hand corner of the app to view archived notifications.
Please note, if you click on an @mention or assignment notification in Inbox, or if you move a notification to the Archive, then it is marked as read in the Inbox tab on the desktop version of the Wrike Workspace.
Like the My Work section on the desktop version of Wrike, “My Work” in the iOS app shows you all tasks assigned to you and tasks that you added to the My Work section.
In My Work, tasks are sorted into “Today”, “This Week”, “Next Week”, and “Later” based on their start and due dates. When you go to My Work on the iOS app you see “Today” tasks by default, but you can quickly switch to look at tasks with a different due date. Just press “Today” 1 at the top of the screen and then choose which category you would like to see 2.
If you create a task from the “My Work” view (by hitting the “+” button in the app's upper right-hand corner) it will go directly into the “My Work” section you have open.
The Dashboard tab on the iOS app shows you your Dashboards and widgets (just like the Dashboard tab in the Workspace when you use Wrike on a desktop).
- The name of the Dashboard you are currently viewing is displayed at the top of the app.
- Click the dropdown arrow to the right of a Dashboard’s name to see all of your dashboards and select another one to view.
- Widgets belonging to a Dashboard are shown under the Dashboard’s name.
- If you have a lot of widgets, you’ll be able to scroll through them to find the one you want.
- Touch a widget to see the tasks in that widget. The widget’s name turns blue to indicate you have selected it.
- A widget’s tasks are shown under the widget's name.
- Touch a task to open and edit it.
Please note, it is not currently possible to edit Dashboards from the iOS app.
From the Stream View you are able to see Task updates as well as add comments to existing tasks. By default the stream section on the iPhone app shows updates on everything you follow, but you can filter the stream to see updates on: everything (includes updates on all tasks and folders shared with you), tasks assigned to you, or your conversations. To filter the stream just press “Everything I follow” at the top of the Stream page 1 and then select the filter you want to apply 2.
In case more than three changes have been made to a task, the option “Show more updates” 1 appears. Touching “Show more updates” takes you to a page where you can see all of that task’s updates.
You can also interact with tasks directly from the stream: add a comment 2 straight from the stream by pressing in the “Write a comment” field underneath a task’s updates or open a task by touching it.
You can easily and quickly create a task from most pages on the iOS app. Just press the “+” button in the upper right-hand corner 1, enter task details 2, and then press save 3.
If you press the “+” button from a folder page, then the new task is automatically added to that folder. As with the desktop version, collaborators and users with limited permissions on a folder cannot create tasks.
Once you create a task (or a subtask), you can interact with it using gestures. To use gestures, select a folder and then press an individual task and drag it to the left to:
- Access a task menu 1: from here you can delete a task, edit what folder(s) it is in, or copy its permalink.
- Mark the task as complete 2: just touch the checkmark and the task will be marked complete.
To open a task, first open the navigation page, then select the folder where your task is located. Look for your task in the folder and then just press it to open it. Alternatively, you can use the search box to quickly find the task you need.
Once a task is open you can:
- Change a task's status
- Add tasks to folders
- Edit the task description
- View and create subtasks
- View and edit assignees
- Schedule a task
- Access and view attachments
- Read and post comments
A task's status appears in its upper left-hand corner 1. To change the status just touch the status box and a menu appears allowing you to pick a different status 2. Users with Free and Professional accounts can choose statuses from the default workflow. If you are a Business or Enterprise user and you have Custom Statuses then you will be able to access your Custom Workflows and choose a Custom Status.
Under the task description, you can see all the folders that a task is included in 1. To add or remove a task from a folder, first press on one of the folder names. A pop-up will appear listing all the folders the task is currently in 2. To add a task to a folder, begin typing the name of the Folder you would like to add 3, select the folder when it appears in the dropdown, and then press “Ok”. To remove a task from a folder just touch the green check mark to the right of a folder’s name 4.
When you open a task, the description section is open by default 1. However, if you press “Subtasks” the description section is replaced by a menu showing the task’s subtasks. To see the description field again simply touch “Details” 2. To view or edit the description just touch in the description field and begin typing.
The description section on iOS does not currently work as a live editor.
To view and add subtasks, open a task and then press “Subtasks” 1. If the task already has subtasks then you will see a number indicating the number of existing subtasks 2. If no subtasks exist yet, then you will only see the option to add a subtask.
Press the subtask section to see a full list of the task's subtasks and create new subtasks.
You can view and edit a task’s assignees from the “Details” view 1. Immediately under the “Details” tab is the profile image of the person who created the task. Assignees 2 are listed to the right of this person’s image.
Quickly add a new assignee
If there is no assignee added yet, press the blue add assignee icon (it has a plus sign in the corner). If there are already assignees click on the profile image of one of the assignees 2. A menu appears where you can either pick a new assignee from the menu 3 or type their name 4 and then select them from the list when they appear. Press “Ok” to save your changes.
To unassign a task from someone, press their profile image in the list of assignees 2, and then touch the green check mark next to their name in the pop-up that appears 5. Press “Ok” to save your changes.
When you open a task its start and end dates appear underneath the “Subtasks” toggle 1. If the task already has start and end dates then those dates are shown, but if the task has not been scheduled yet you will see the option to “Set Date”. When you touch “Set Date” a menu pops up 2 suggesting some due dates, but there is also the option to set custom dates or to convert the task into a milestone.
From the task view, you can touch the paperclip icon in the upper-right hand corner to attach a file 1. You will be prompted to attach a file: by using your camera, from photos or videos saved on your phone, or to upload a file*.
If files are already attached to a task then the number of attached files is listed next to the paperclip icon in the upper-right hand corner and you are able to see the attachments when you press the paperclip icon. From the attachments page you can upload a new attachment by touching the document icon in the lower right-hand corner 2, or open an existing attachment by clicking on it. You can view most popular file formats, including: png, jpg, doc, xls, ppt, and pdf.
If you are opening a document that’s saved on a cloud platform (such as Google Drive, Box, or Dropbox) you will be prompted to sign into that platform before being able to view your document.
To delete an attachment press “Edit” in the upper right-hand corner, then press the red icon next to file you want to delete 3, and then press “Delete” .
*You must have Dropbox, Box, or Google Drive apps downloaded to be able to upload files from those platforms.
Comments, and task updates, are listed at the bottom of the task view 1. To make the comments section full screen just press the grey dash in the middle of the screen 2 and drag it upwards. You can then scroll through all of that task's activity and read any comments that have been made.
Add a comment by touching in the “Write a comment” section 3, and then press “Send” when you are ready. If you want to tag a colleague you can do so by typing the @ symbol and then begin typing their name until you see their name and profile image appear in the list, at which point you can select their name 4.
Proofing is fully supported on the iOS app. To use Proofing first open an attachment, from there you can
- Add a comment: long tap on an attachment.
- View existing comments: click the comment icon in the upper right-hand corner, then tap a marker and you will be able to see the associated comment.
- Reply to an existing comment: click the comment icon in the upper right-hand corner, tap a pink marker, press the text at the bottom of the app, enter a reply and press “send”.
You can do everything except add an attachment to review from the iOS app. From the app, you can
- Review attachments: if you are assigned as a reviewer you’ll be able to select “Approved” or “Changes Required”.
- View files in review: when viewing the attachment list, you’ll see which files (if any) are in review, who is assigned to review, and what the status of each review is.
To filter folders or subfolders, first select the folder you want to apply a filter to. Then touch the filter icon in the folder’s upper-right hand corner 1, (it appears immediately to the left of the “+” sign). A menu will appear giving you different filtering options. You are able to filter based on:
- how tasks are sorted: by date, priority, or title
- who tasks are assigned to
- by task status*
- based on who the task author is
*Tasks with Custom Statuses are included when you filter tasks by status but custom status names are not listed in the filter options, instead the default status categories (active, completed, cancelled, etc.) appear.
- Click the menu button in the app’s upper left-hand corner.
- Select “Search”.
Type the name of the Task, Folder, or Project you are looking for. The text field isn’t case sensitive, so don’t worry about capitalization.
To access app settings swipe left from any screen to open the navigation pane and then touch the gear icon at the bottom of the app (it appears next to your profile image and name).
Here you will see a toggle to turn notifications on or off 1 as well as the option to logout if you need to 2. If you press “Events” 3 you will see that notifications are set to “Everything I follow” 4. If you turn off this setting, you will have the options to turn notifications on for just mentions or for tasks you are assigned to 5.
You can also adjust the app’s notification settings by opening the iPhone’s settings, and then scrolling down until you see the Wrike app. Press Wrike and you will be able to control the app’s access to your: photos, camera, and cellular data. You can also use the “Notifications” toggle to turn app notifications on or off.