If you're new to Wrike, just getting your feet wet using the tool, and are wondering what productivity tricks there are in the software that can make you a more efficient worker, then this post is for you. We've collected 8 of the best tips and tricks (that you might not know about) so you can turbocharge the way you work in Wrike. Read on!
8 Ways to Be More Productive Within Wrike
1. Turn Emails Into a Task
Did you know you can automatically turn the contents of an email into a Wrike task by emailing it to email@example.com? Just a suggestion: if you intend to use this frequently, then designate a default folder within your Wrike account so that all tasks you send to firstname.lastname@example.org go to that one folder. Makes it easier to find it all!
Add the unique email address of your designated folder (wrike+intoFolderID@wrike.com) to your contact book. Then, you can email the task directly to that email address. If you do this, you will not have to include the Folder or Project's name in the subject line (unless "RE" is also in the subject line). To find a Folder’s email address, go to “Folder info” 1, click on “Permalink” 2, and then copy the email address listed under “Email for sending tasks to this Folder.”
Note that Wrike’s patented email integration engine allows you to also engage with Wrike tasks directly from your inbox. You can add comments, update a task’s status, set task due dates, and much more via this email trick.
2. Make Searches More Fruitful
Just as in any search engine, you can use search operators when looking for specific information within Wrike. For example, you can use search operators such as "created:<=2014-04-01" to look for items created on or before April 1, 2014 or "updated:today" to find all tasks updated on this date. Head to our help center for a complete list of search commands.
3. Use Emojis in Comments
If you've ever felt limited when providing feedback in the comments thread of a task, then perhaps you need to use an emoji or two. Just as in other popular messaging apps, Wrike lets you include emojis when commenting.
4. Test New Features via Wrike Labs
Did you know that you can activate new features by simply heading to Wrike Labs and choosing which new functionalities you want to try? Wrike Labs is a testing ground for new features that are in beta. You’ll get a sneak peek at what our UX and development teams are currently working on. Right now, you can enable Board View (Kanban time!), change wallpapers (Party Themes!), activate Inbox reminders (Get it done!), and much, much more.
5. Collapse That Left Column Nav!
One feature that you may not be using is the collapsible left-hand Navigation panel. If you click on the Menu button next to the Wrike logo, it hides the left column, giving you more horizontal space to work in! It also moves all the main tabs (Inbox, My Work, Dashboards, Stream, Reports, and Projects) to the top of the Workspace. Ah, so much wonderful space.
6. Manage Subtasks From the Parent
There are easy ways to manage subtasks without clicking through to each one. Right from the parent task, you can schedule due dates, delegate it to assignees, even mark subtasks as complete or active. Saves a lot of time!
7. Turn an Existing Task Into a Subtask
At any point in organizing your work, you can turn an existing task into a subtask. And there are three ways you can do this:
- [A] You can create a new subtask on an existing task and when it prompts you to enter a title for the subtask, you can then input the title of another task that already exists within your Wrike account. This action will automatically highlight the other tasks that match that title, and you can then select one of those existing tasks to become the new subtask.
- [B] You can simply copy/paste the Wrike task URL into the subtask title, which works too.
- [C] Or if the text-based methods above doesn't appeal to you because you're more a drag-and-drop kind of person, then simply drag and drop a task into another task. The task you dragged will become the subtask, the location where you dropped it will become the parent task. Voila, problem solved!
8. Paste a Task Permalink, See the Task Title
Did you know that when you copy/paste a Wrike task permalink into another task, it automatically displays the task's title? Instead of a long string of text, you get the actual title of the task you're linking to. Plus, it shows the task's status, giving you information on whether the task is still active or has been completed.
Now It's Your Turn
What are YOUR favorite Wrike tricks that you think your fellow users will love? Help everyone out by mentioning them in the comments.