Best Practices for Capturing Tasks and Updates in Wrike Without Breaking Focus
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Hi everyone,
I wanted to start a best-practices discussion around how teams capture tasks, updates, and follow-ups in Wrike, especially when work happens during meetings, calls, or quick syncs.
In many workflows, action items are discussed verbally and entered into Wrike later. This can slow teams down or cause small details to get missed. We’ve been exploring approaches that reduce this friction, such as using voice as an input layer via integrations with tools like Gennie while keeping Wrike as the system of record.
Some best-practice angles we’re considering:
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Capturing action items immediately after discussions
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Reducing context switching during deep work or meetings
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Keeping task details accurate without extra admin time
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Using integrations to streamline task creation and updates
I’d love to hear from the community:
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How do you capture tasks or updates in Wrike when typing isn’t convenient?
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Are there workflows or integrations you consider best practice for fast task capture?
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Where do teams most commonly lose time or context today?
Looking forward to learning from your experiences.
Great points, David Flintoff, and welcome to the Wrike Community 😊. Looking forward to hearing input from other community members too. 👍🏽
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Basudha Sakshyarika Wrike Team member Become a Wrike expert with Wrike Discover
Hi David Flintoff Great question! A lot of our teams are adding meetings to Wrike as a task (and adding effort to this to account for the time spent in the meeting) then during the meeting the notes and action items from the meeting are added to the description of the meeting task. We then use the feature which allows you to highlight the action items and create tasks from them. This has really helped with capturing a lot of the adhoc tasks that arise with these meetings. This does not help with the issue of when typing is not convenient so I look forward to seeing if any other community members have suggestions for this.