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Use AI in Whiteboard

TL;DR:

Instantly turn selected Whiteboard notes into structured Wrike work items (tasks, subtasks, projects, folders) with AI, link them back to the board, and keep everything in sync via real-time workflow status updates.

Table 3. Available as a paid add-on


Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team;

Whiteboard AI Assistant Overview

Whiteboard AI assistant helps you turn team and project ideas into structured work in Wrike. It converts Whiteboard content into organized items so you can move from brainstorming to delivery faster.

How It Works

  1. Select content on the Whiteboard

    Highlight the stickies or text you want to turn into Wrike Items.

  2. Ask AI to propose items and hierarchy

    1. Click the AI assistant 1 in the toolbar that appears.

    2. Select Suggest Wrike structure 2 from the drop-down menu.

    The AI Assistant suggests how to structure your ideas as tasks, subtasks, projects, folders, or custom item types.

    How_it_works_1.png
  3. Choose items to convert and organize

    In the Wrike structure preview:

    1. Select the space where you want to create the work items 3.

    2. Select the appropriate project or folder 4 in that space.

    3. Check the boxes 5 next to the ideas you want to create, then select the work item type 6.

      Note

      If you select a parent item and set its type to project, folder, or task, all items under it are converted into tasks or subtasks.

    4. Click Create (n) button 7 to create the work items in Wrike.

      n is the number of items you selected.

      How_it_works_2.png

      Once created, the work items are automatically linked to your Whiteboard.

    5. Manage and edit work items with Wrike workflows

      • Use Wrike's workflows to track and update task statuses.

      • Any status changes in Wrike are reflected in real time on your Whiteboard, so your team stays aligned.

        Tip

        You can also edit Wrike work items directly from your Whiteboard.

        Tip.gif
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