What can we help you with?

e.g. Gantt chart, Creating tasks, Sharing folders

Blog

Meetings - Possibility to choose Meeting beeing a Folder instead of a task

13 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Damian Kadzielawa

    Good idea!

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Kyle Howerton

    I haven't used the meetings much, but I agree that this would be helpful and less confusing.ย 

    Kyle Howerton Digital Media Producer

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Alina

    Hi Christoph,

    Welcome to Community, and thank you for posting this idea! It sounds fresh and I see how it can help teams.ย 

    I would be grateful if you could shareย a bit more so that I have a better understanding of yourย proposal. How do you envision the workflow when you first create your Meeting folder? Would you create it from the Task you need to discuss? Where would you place this Meeting folder in your folder structure?

    Alina Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Piotr Tarnowski

    Dear Alina

    I'm cooperating with Christoph regularly ,he asked me toย introduce you the idea.

    ------

    Meeting inside a folder

    -----

    ย 

    Classic way of creating:

    After such meeting we have 10-20 tasks connected with different fields projects etc. and after a meeting we need to spend an extra time to put everything in a right place ( copy tasks into right task folder projects) , not too efficient i would say

    ----------------

    THE IDEA:

    New way would be :

    +

    So we have task from two different processes in a folder ,than we can smoothly work on all the things from different areas during one meeting, Basicallyย speaking we have created "the agenda" for a planned meeting,

    the effect and how we want to work:

    ------------

    ------

    Invitations inside a meeting

    ---------

    Good idea would be to put the possibility to invite assignees from tasks in a folder in a meeting field .

    if you have sub-tasks in a task where you start a meeting you can't invite assigneesย to sub-tasksย too, just general invite users.

    we should have such button IF sub-tasksย or tasks in a folder have assignees:

    ----------

    ---------

    Meeting folder Placement:

    ---------

    first of all we dividedย our wrike environmentย onto Projects and Departments.

    In each of departamentย or project we have a meeting folder.

    now we create task for each meeting and divide tasks after a meeting to dedicated project or department.

    ย 

    if we will create meeting inside the folder we can put the task from few projects inside department internal meeting folder so department manager can work with his team member(s) on tasks assigned to his department and the tasks will be stil inside project workflow.

    from the other hand we have project manager and a project folder ,instead of making meeting in each task separately he can choose few tasks for a planned meeting.

    Also it will be usefulย from a work planning if you share with team meeting folder filled with a tasks for this meeting they can prepare to a meeting.

    ย 

    Alina ,ย  if you find something unclear i will try to help you move it forwardย 

    ย 

    BTW. Thank you for your interest :)

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stephen

    Hi Piotr, just jumping in for Alina here. Thank you for this detailed use case and examples. I've made Alina aware of this post. Once there's any further information, we'll be sure to post it here. Thanks again for sharing.ย 
    ย 
    For any other members who are interested in this, please be sure to vote and comment your use cases. Thank you!

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Piotr Tarnowski

    Dear Wrike Team @Alina and @Stephen Orowe

    Are you planning to engage Wrike Team more in this solution proposed by Christoph and expanded by me?

    At the end of the day it can have significant impact onย how my organisation will go with Wrike.

    ย 

    ย 

    ย 

    ย 

    ย 

    ย 

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stephanie Westbrook

    Hi Piotr, we're making sure to share this with our Product Team. We don't have any updates right now (and can't guarantee that something will be worked on) but the screenshots and detailed examples go a long way in being able to have meaningful conversations with the team. If we do have an update to share we will make sure to post here!

    Stephanie Westbrook Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Piotr Tarnowski

    Dears

    ย 

    Are we have any update on this field??

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stephanie Westbrook

    (Edited )

    Hi Piotr, this update isn't currently on our short-termย roadmap, but if that changes, we'll make sure to let you guys know!ย 

    Stephanie Westbrook Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Piotr Tarnowski

    Hi Stephanie

    ย 

    Thanks for Update

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Sharon Reddehase

    We have a similar challenge - we have numerous projects that have been split up into four macro 'goals' for our team in 2018.ย 

    We have a bi-weekly project update meeting where we review project status. Meeting notes are logged as a task under a broaderย Project calledย Meeting Notes. While meeting notes are helpful, it would be ideal if we could link relevant notes to the Project or task that we're talking about in our meeting. Right now, we have to copy/paste project-specific notes to the specific project.

    There surely must be a more elegant way to take information from a cross-project meeting and get into the appropriate folders in Wrike real time (without jumping all over the place during a meeting).

    Thanks!

    ย 

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Mads Nissen

    Hi,

    Our organization has a somewhat similar issue relating to the multi-task meetings.

    For instance, I meet for a weekly check-in with an assistant and follow up on a handful of tasks that they have been working on since we last spoke. In our meeting, we may touch base on 3, 4, 5 different tasks - but do not currently have a way to switch from task to task, when switching agenda item.

    One option is creating an agenda like what is described above. For us, it would be helpful to simply be able to meet over entire projects/folders, or to be able to switch to a different taskย whilstย in a meeting (If meeting over projects, we would need the option to browse through the different tasks/subtasks associated with the project to access/edit the description and create new subtasks)

    Mads Nissen.ย 

    ย 

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Al Sape

    One of my main goals with Wrike is to effectively conduct meetings.ย  A big piece I am trying to accomplish is the ability to reference both projects and tasks in meetings, as both are talked about.ย  For now I use a workaround where I use a task for meetings, and subtasks for items that are referenced.ย  It is about the best solution I have found for running meetings in any project management app, although there are a few things I think that are still missing from Wrike that would make this solution perfect.ย ย 

    I recently posted my method here, I hope you find it useful:

    https://help.wrike.com/hc/en-us/community/posts/360035914353-Conducting-meetings-in-Wrike-using-Tasks-Subtasks-and-Projects-for-context

    Is this helpful? 0
    Comment actions Permalink

Please sign in to leave a comment.

Folllowing List for Post: Meetings - Possibility to choose Meeting beeing a Folder instead of a task
[this list is visible for admins and agents only]

Community

Welcome ๐Ÿ––

Hi there! ๐Ÿ™‚ Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome ๐Ÿ–– Have you checked out this week's Release Notes yet?

Hey! ๐Ÿ‘‹ Curious about something? Visit How To to search and ask the Community for answers.

Welcome! ๐Ÿ‘‹ Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.