Attach a Whiteboard to a Wrike Item
TL;DR:
You can attach Wrike Whiteboards to tasks, projects, and folders, then open and work on them right from the item. Use the Whiteboard for ideas and diagrams, and keep decisions and action items in the Wrike description and comments.
|
Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
You can attach Wrike Whiteboards to tasks, projects, and folders in Wrike. This helps your team brainstorm, organize ideas, and collaborate in one place.
-
Open the task, project, or folder where you want to attach a Whiteboard.
-
Click Add files 1 and select Whiteboard 2 from the drop-down.
OR
Click the Add Whiteboard button 3 on the toolbar.
-
In the window that opens, either:
-
You can Create a new Whiteboard 4, or
-
Choose an existing Whiteboard from the list 5, or search for it by name 6.
-
-
If you create a new Whiteboard, enter a title, then click Create and attach 7.
-
If you select an existing Whiteboard, click Select 8 to attach it.
The Whiteboard appears as an attachment 9 in the work item.
Once attached, you and your team can open and work on the Whiteboard directly from the Wrike item.
-
Click the Whiteboard attachment to open it.
-
Use Klaxoon’s visual collaboration tools to add stickies, shapes, and other content.
-
Switch between the Whiteboard and the item details in the same view to keep work and context together.
Tip
Keep the task description and comments in Wrike for decisions and action items, and use the Whiteboard for ideas, diagrams, and brainstorming.
Note
Whiteboard attachments do not support approvals.