How do you setup task for meetings?
Hi everyone!
In our agency we often have to deal with meetings (internal or with our clients and stakeholders).
It is therefore essential for us:
- have 1 task for each meeting (assigned to each internal person) with date and time filled in
- have 1 event on the calendar for each meeting (with all participants)
I would like to automate the create/sync process between Wrike and Google Calendar.
Have you already had to do something similar?
How did you solve?
thank you
I would like to know more about this too.
Pietro Poli, do you use Wrike Integrate? Wrike Integrate has a large library of recipes that other people have shared. We do not specifically update between Wrike and Outlook (what we use), but you should take a look at what other people have created.
Hi Kevin Thalacker!
I'm using now Integrate in Trial and I created a recipe =)
Thanks for your interest
We would love to see / use the Wrike integrate with Outlook as well to sync these items - but in the mean time - we have also used CITs (custom item types) to create meeting item types too - that way we can pull in and report on just those specific meetings too - and we can cross tag these into a collective folder, which can then be at least shared on our MS teams channels - or create a Calendar with those items too (which can be shared centrally)
Sherrie Besecker I would love it if you could share your CIT as an example of how to build it. This would also make an excellent topic for a new Wrike Office Hours session in 2023...
Hi Kelly R - sure! We built a Wrike Champion Meeting Task-Type CIT - and kept it very simple showing the Description, status, assignee, and date. That way we can quickly set it up, and keep a calendar for the teams involved - we have about 25 champions across 10+ locations, so this helps keep us organized!
Thanks! I've just been using a task, but this might be the easy way to start to incorporate CITs and embrace simple.