[From Wrike] Stay on Top of Your Work: To-do Lists in Wrike ๐
Hugh
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Hi everyone!ย
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Now that youย can put together a project with tasks, you'll want to ensure that you and your team can find assigned work. Through Wrike's "My to-do" functionality, all of your important tasks are kept in one easily accessible area. Tasks can be added to your "My to-do" when they meet any of these criteria -
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- You've been assigned to a task.
- You've been added as an approver to a task with file Approvals.
- You add a task manually to your "My to-do" by clicking the pin icon in the task view, or right clicking on a task in the list view.
My to-do includes the same filtering and sorting options as the list view, so prioritizing and organizing your work is as simple as possible. Be sure to experiment with different combinations to create a to-do list that is perfect for you.
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Another way to be sure to stay on top of your work is through Wrike's notification system. If you distribute work, you can be sure that your teammates receive all assignments and @mentions and stay on top of their work. There are two major notification types in Wrike -ย Inboxย notifications andย Email notifications.
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When you distribute work (for managers) :
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Tasks can be brought to a user's attention in two ways:
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1) You can assign the task; this adds the task to a user's Inbox and their "My to-do" folder, while also sending them an email if email notifications are turned on.
2) You can also @mention users on the task; this adds the task to a user's Inbox and sends them an email, but does not add the task to their "My to-do" folder.
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Here's what else happens when you @mention someone:
- When you @mention a user on a task, Wrike will share it with the user and will add them as a task follower automatically.
- @mentioning a user on a folder or a project, on the other hand, shares it with that user but they do not start following it by default.
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When you are assigned/@mentioned
- Inbox
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All of your important notifications are kept in your Inbox. You get a notification here when you are assigned to a project or task or if you are @mentioned in a comments section, along with other more specific notifications.
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๐ฅ Hot Tip! ๐ฅ
If you find that you have a notification that you can't deal with immediately, you can snooze the notification and be notified about it again at a different time. To learn more about how to snooze notifications and the benefits of doing so, click here.
- Email notifications
If you want to make sure that you don't miss out on any notifications, then consider using Email Notifications. With these, you can be sure that you won't miss out on any of the most important tasks and projects. An email will be sent six minutes after any change made to any project or task that you are involved in. You can turn these emails off in your Settings.
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๐ฅ Hot Tip! ๐ฅ
If you want to only see tasks that meet certain criteria in one place instead of all of them in your Inbox, try Dashboard Widgets! To see how to use widgets to customize your Wrike experience, click here. If you want to learn more about how to stay on top of work, make sure to check out this Wrike Discover course!
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Other Email Notifications in Wrike
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Regular Notifications
In addition to immediate emails, you can choose to receive daily emails. You can receive:
- Daily to-do email whichย notifies you about: 1) Tasks assigned to you and which are scheduled for today or whose scheduled range includes today, and 2) Overdue tasks created by you.ย
- Daily digest email whichย contains information about changes (comments, description updates, etc) which occurred in the last 24 hours to tasks you follow.
Product Reminders
Product reminder emails are daily emails about missedย @mentionsย on tasks, folders, and projects. Notifications related to @mentions from the previous 24 hours are combined in one email.
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A missed @mention (mentions which are included in the daily email) is an @mention where all of the following are true:
- The word "please" or a question mark is in the comment.
- You didn't make any changes to the item where you were @mentioned in the 24 hours after you were @mentioned.
Product reminder emails are enabled by default. If you want toย disableย these notifications scroll to "Product reminders" and uncheck the option for "I missed several @mentions from my teammates".
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And that's all you need to know! If you have any more questions about how to keep your team on top of their tasks, be sure to read the Help Center articles linked through this article or ask away in the comments section ๐
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Thanks for explaining this! Does it work that way with project owners as well? Our team is comprised of project managers so we don't necessarily get assigned to specific tasks, but it would be helpful if we could use this kind of tracking too.ย
Also, I'm so glad you mentioned that a missed @mention gets triggered when a comment contains a question mark or the word "please" - how neat! I had no idea. Thanks for that little tidbit of fun and useful info!
Hey Maghan Fleming, thank you for reaching out! You can only view the tasks in My to-do. But there are other ways to track notifications on projects. First of all, if someone gets @mentioned in the project's stream, they will get a notification in their Inbox. Then I'd also recommend taking a look at Wrike's Automation Engine - it's possible to set up automation to get notifications after certain conditions are met.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Thank you so much, Lisa. I appreciate you taking time to follow up!
Sure, I'm happy to help Maghan Flemingย ๐ค
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover