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Wrike Tip - Unassigned Tasks & How Not to Lose Them

10 comments

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    Ivan Weiss

    This is a great recommendation, I just created the same report and even though I had another way of scanning for this...ย  Well, lets just say it frightened me how many are out there!

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    1Marjorie Downey

    @Ivan, if you haven't already, subscribe to the report so it sends it to you automatically every morning. ๐Ÿ‘

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    Ivan Weiss

    Absolutely did, I made it weekly for me

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    Evan Harriman

    This sounds amazing!ย 

    I'm a new user and I'm setting up Wrike for my team. Several times, I've created a task and pressed Enter only to see it disappear completely. This might be where they're going...

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    1Marjorie Downey

    @Evanย  That's great to hear!ย  I too, had that same issue when I started using Wrike, and sometimes still do!ย  Glad to see you in the Community, so much to learn here!ย  ๐Ÿ˜€

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    Evan Harriman

    @1Marjorie Downey Thank you! I'm really excited to keep learning. I love how Wrike is so customizable for everyone's working styles :-)ย 

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    1Marjorie Downey

    I found a flaw with this method, I'm hoping there is a solution. With creating the report, you can't select the ROOT folder, only sub folders and projects. If a task is created and not in a folder or project, just sitting at the root, it will not be shown in this report. @Wrike Devs, can we add the ability to pull a report that starts at the root folder???

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    Stephen

    Hi Marjorie, I can understand where you're coming from and I have even tried to create root based Reportsย a few times - usually to find tasks I created but didn't assign to a Folder/Project. Technically, allowing thisย option can get a little messy, and ideally, every Task should have a Folder where it lives - this is using the building blocks of Wrike approach.

    Here's what I do; Iย tagย tasks to a 'Not Assigned' Folder I created instead ofย leaving them in the root. This makes creating Reports from items that have not been assigned to a Project or Folder easier to find and report on andย helps me find tasks a lot quicker. Perhaps this might help.

    I'll be sure to pass this on to the Product Team. I can't find a similar idea in the Product Feedback section, but it would be great if you couldย start a thread there so the team can get a better understanding of how people would use this.

    Thanks ๐Ÿ™‚

    Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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    1Marjorie Downey

    Hi Stephen.ย  That would work great for tasks that you know are not assigned to anyone yet.ย  This is for finding tasks that were accidentally not assigned to a person nor to a folder, which places them at the root directory. I'll head over to the Product Feedback section soon and post a write up.ย ย 

    Thanks ๐Ÿ˜Ž

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    Stephen

    Thank you Marj ๐Ÿ™Œ

    Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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