⏱ 3 min read
- 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. |
|
| 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. |
|
| 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. |
|
| 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. |
|
| 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. |
|
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.
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
Comments
0 comments
Article is closed for comments.