[From Wrike] When to Grant a Collaborator License ๐Ÿ…

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There are two popular scenarios when inviting Collaborators to your Wrike account:

  • Sometimes you need additional force like contractors to complete a project.
  • Other times you need your partners or clients to be constantly updated on a projectโ€™s progress.

Among Wrikeโ€™s different types of licenses, Collaborators are used when you need to give someone limited access to items in your Wrike account. They donโ€™t take up a paid license seat, check out this Community post to learn more about Collaborator limits.

It's a long post so hereโ€™s a rundown of what we'll be discussing below:

  • When to Grant a Collaborator License
  • What Collaborators See?
    Folder tree
    Folder level
    Tabs
    Views
  • Some Extra Stuff Youโ€™ll Need to Know
    Collaborators and Access Roles
    Collaborators and Advanced Workflows
    Proofing and Approvals for Collaborators
    FAQs
    Webinars

When to Grant a Collaborator License

This license type is best used for people outside of your organization who donโ€™t need to create work but need to be in the know of the projectsโ€™ progress. If someone only needs to change task statuses or leave comments - thatโ€™s where a Collaboratorโ€™s license comes in handy. Please note that if someone needs to create tasks and add context to them (like adding descriptions), itโ€™s better to make that person a Regular or External User.

In short, Collaborator licenses are great for

  • People outside of your organization
  • Users who don't need to create work
  • Someone who only needs to leave comments or change a task's status

What Collaborators See

This is how a Collaboratorโ€™s Workspace in Wrike looks (Enterprise subscription):

  • Folder tree: Folders and projects are shared with the Collaborator

Tip: If there are many items in the folder tree, you can star folders/projects that you work with frequently.

  • Tabs: Inbox, My Work, Stream for all accounts. Collaborators can also use Calendars and Reports on Business and Enterprise subscriptions when theyโ€™re shared with them.
  • Views:

List View - Collaborators can view tasks shared with them, filter those tasks & sort them.

Board View - Drag and drop tasks to change their status, filter those tasks & sort them.

Table View - View tasks shared with them, display task attributes and open them in Task View (only the ones that are shared with them)

Gantt Chart - View table and timeline portions, print timeline.

  • Task View:

Collaborators can:

  • See tags (if they are shared)
  • Star
  • Add to My Work (pin button)
  • Follow
  • Copy Permalink
  • Change status
  • See assignees and task dates
  • Attach files and see dependencies
  • See task description
  • Add comments and @mention users who share the same task

Collaborators canโ€™t:

  • Change title
  • Change task description
  • Change assignees
  • Change dates

  • Folder View:

Collaborators can:

  • See tags (if they are shared)
  • Follow
  • Copy Permalink
  • Attach files
  • See folder description
  • Add comments and @mention users who share the same folder

Collaborators canโ€™t:

  • Change title
  • Change folder description

  • Project View:

Collaborators can:

  • See tags (if they are shared)
  • See project progress
  • Follow
  • Copy Permalink
  • See owners and project dates
  • See status
  • Attach files
  • See project description
  • Add comments and @mention users who share the same project

Collaborators canโ€™t:

  • Change title
  • Change the project description
  • Change owners
  • Change dates
  • Change status

Some Extra Things Youโ€™ll Need to Know

Collaborators and Access Roles

Admins on Enterprise can create new roles and customize existing ones. For example, you can give a Read Only access to a Collaborator and customize the Role so that the Collaborator will not be able to change a taskโ€™s status or attach files to the task. Please note that Access Roles can't grant more rights than stipulated by the user license.

Collaborators and Advanced Workflows

Admins on Business and Enterprise accounts can enable fixed and flexible Workflows - when changing a taskโ€™s status, users can only choose from certain predesignated statuses. Admins determine which status should have predetermined follow-up statuses and they choose what the follow-up statuses are (in a flexible Workflow, all other statuses are accessible under a โ€œMoreโ€ menu option.) This is a great way to streamline how Collaborators can change Statuses to tasks in Wrike.

Proofing and Approvals for Collaborators

Collaborators can use Proofing to add comments directly to images, videos, .pdf and Microsoft Office files attached to Tasks, Folders, and Projects, and Approvals when they have files that need to be reviewed and approved or approve files themselves.

Frequently asked questions

Do Collaborators see Custom Fields? They can see Custom Fields that have values in them. If the Custom Field is empty, Collaborators wonโ€™t be able to see them. Also, Collaborators canโ€™t add or edit Custom Fields.

Are Collaborators included in the Workload Charts? No, they donโ€™t have access, nor are they included in the Workload Chart for your account.

Can Collaborators see Reports? Collaborators can see Reports shared with them. All tasks in the Report will be visible to Collaborators, but they will only be able to open the ones that are shared with them in the Task View. Please note that Reports are available on Business and Enterprise subscriptions.

Can Collaborators track time and view time logs? Only Regular and External Users can track time. Collaborators can use the Task Stream if they need to communicate such information. Please note that Collaborators can currently see time entries added by other users in the Task Stream. If you need to hide this info, please consider creating duplicate projects or tasks for your partners or clients who are granted a Collaborator license.

Webinars

  • Role selection

  • Collaborator training

Weโ€™d love to hear how youโ€™re using Collaborator licenses, comment below with your teamโ€™s best practices.

Weโ€™re thinking about writing the same summary for other types of users. Let us know which user youโ€™d like to hear about next ๐Ÿ‘

Happy Collaborating!

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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Please rework the Wrike for Collaborators video to include Spaces.  We would like to create an onboarding training for Collaborators, but feel this video is not good to use b/c it is outdated.  Can this be done?  If Wrike adds features, then the resource material needs to be updated.

What other videos, webinars would you suggest at this point?  

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Stephen

Hey Wendy, great timing! We now have a course on Discover about Spaces which you can share - let me know if this helps?

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Thank you Stephen.  I will check it out.  At first breadth, being a 300 level course, not sure if it will be appropriate for collaborator training?

 

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Stephen

Oh, sorry, this is simply the numbering system for the courses and doesn't reflect the level. It's introductory and I'm sure it will help in some ways to better understand Spaces.

These are beta courses however so your feedback would is really appreciated!

I've also passed on your feedback about the video. 

I also think this webinar is a great overview if you'd like to check it out.

If you have any specific questions about Spaces that I can help with, let me know ๐Ÿ™‚

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Thanks Stephen.  That type of numbering system is routine in higher education, so if it doesn't reflect levels, it could be misleading to some.  I would suggest no system, just title.

As I review the courses, I can send feedback.  The link you sent is for a 45 minute video, which is a bit long for me to digest at once.  And I would be hesitant to refer this out to a new Collaborator.

I'm looking for micro-learning resources to refer to new Collaborators for onboarding.  Short and simple.  Since collaborators do not have many working rights within the account, the basics are only what is needed.  

 

Thank you for the continued dialogue!

 

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Stephen

Totally understand Wendy and I've passed on your feedback to the Education team on the numbering and also webinar lengths.

Watching might not be the best option for you so we do have our Help Centre for them to understand Wrike. For them, they'll only know the environment of a Collaborator and each help article has whether they can use the function or not.

Our support team can help with any questions or if you have specific FAQs I can help with to make the onboarding easier, I'm more than happy to help with that document.

 

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Thank you Stephen.  This is the angle I'm pursuing now - the Help Center and document resources.  But everyone loves a good, short video that gets to the point. :)  Please ask the team to create a 5 min video for collaborators.  We are using the Navigating video for onboarding Users presently.  Although jam packed and quick moving (I learn something new everytime I watch it), we think it is a good first hit to see all the panels and views, folders, projects and tasks.

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Stephen

That's great to hear Wendy and the team has been passed the idea of creating shorter videos.

I will say again that 12 courses (Discover is currently in Beta) on our Discover learning program really works. It gives you some hands-on action with the tool to practice and we're seeing some great onboarding results from people taking the courses.

Thanks so much for your insight, feedback and sharing your onboarding process right now. The Community is here for any questions you have on your learning/onboarding journey ๐Ÿ™Œ

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This is a fantastic overview! We're fairly new to Wrike and have limited paid licenses - so Collaborators have greatly improved utilization and our case to expand our license count. ๐Ÿ˜Ž

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Hugh

Thanks for the feedback, Anthony Fronza!

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Just chiming in to second Wendy's request for a five minute video for collaborators. We've found that collaborators get confused by seeing information for regular users, so having a short, current video that is specifically for them would help a lot.

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Hey L. Denise Turner, thanks for reaching out! ๐Ÿ™‚

The last video provided in the post above is not exactly a 5-minute one, but it's rather short too, less than 15 minutes. And I'm passing on the feedback for the team to update it and include spaces in that ๐Ÿ‘

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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Lisa By chance has there been a new video created with Spaces for Collaborators yet?

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Hey 1Marjorie Downey! There isn't a new one yet, but I'll definitely raise this with our team again; thank you for flagging this! 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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