Step 2: Collaborate with Teammates – Wrike Help portal

Collaborate on Tasks
Collaborate on Images
Reports and Dashboards
User Groups
Collaborators
Invite New Users

Collaborate on Tasks

Wrike works best when you’re working with your team. Below are key features to help with collaboration at the task level.

Function	How it Works	Use Case
@mention	In the comments field, type @ followed by a user or User Group’s name.	Share a task and provide context around why you’re sharing the task with them. Let users know exactly what area of the conversation is relevant to them.
Live editor	The live editor saves changes automatically and instantly. Multiple people can work on tasks at the same time and you’ll see who is working on what.	Take meeting notes (as a team or individually). Rapidly change documents whose history you want to track.
Track changes	When someone makes changes to a task’s description, an “updated description” link is added to the task’s stream. Click the link to see what changes were made.	When you're working with a team and want to see what changes a teammate made.
Quote text	Highlight text from the description field or from comments, then click the quotation marks that appear. A new comment is started, quoting the text you highlighted.	Reference a specific part of a task and make it clear to everyone what you’re referring to.
Emojis	Add emojis to comments in Wrike. Click in the comments field, then click the smiley face icon to see a full list of available emojis.	Let teammates know how to read your comments or use them to add personality and humor to the Workspace.
Wrike Meetings	Wrike Meetngs are task based. Start a meeting and invite other members of your Wrike account to join. Talk to each other, share screens, and record audio (if you want to review later).	Host a call in Wrike while working together on a task. Take meetings notes, assign tasks, and get work done during your call.

Collaborate on Images

Proofing and Approvals is available as a paid add-on.

Feature	How it Works	Use Case
Attach images	Attach images to tasks from your computer or from cloud storage providers.	You have images or files related to the information you have in Wrike and you want to keep everything in one place.
Proofing	Add comments directly to images.	Gathering feedback on collateral before it’s published.
Approvals	Add files to review and assign reviewers. Each reviewer is able to approve the file or indicate that changes are required.	You need sign off on collateral before it can be used/published.

Reports and Dashboards

Wrike Reports are available on Business and Enterprise accounts.

Create Wrike Reports to track progress and see key task or Project information on one view. Share a report with teammates so that everyone stays on the same page.

Use Dashboards to create filtered lists of tasks. For example, create Dashboard widgets which show tasks in specific Folders, assigned to the signed in user, and with an active status. Share the Dashboard with teammates so everyone can use the same view to keep track of their tasks.

User Groups

User Groups are available on Business and Enterprise accounts.

Use User Groups to share with or @mention a group instead of having to individually mention or select each person that you want to share information with.

Collaborators

Collaborator is one of the three license types in Wrike. Collaborators have limited rights within the Workspace-it’s a license type ideal for people outside of your organization who only need to update task statuses and view information.

You can have an unlimited number of Collaborators, but remember that Collaborators have limited rights.

Invite New Users

Open the Wrike Workspace.
Click “Add Users” 1 (located at the bottom of the Workspace).*
In the dialogue box which appears, enter

The email address 2 of the person you want to invite. Please note, the email field is case sensitive.
Specify what type of license they should have. 3

Click “Enter email” 4 to add another user’s email address and invite more than one person at a time.
Click the blue “Send invitations” button. 5

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