A Quick Guide to Wrike
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- Blaze Peters
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1 A Quick Guide to Wrike
2 The task list shows you an overview of tasks employees are working on Navigate folders that may be used as projects, clients, offices etc. Star your favorite folders to quickly access them from the top of your folder tree See applied filters Switch between Task list, Activity Stream, Time reports, Gantt chart, Timeline view and Table view Access filters Hide/show tasks from subfolders Sort tasks by date, priority, importance, status, or title Click task to view task details
3 Advanced filters help you create custom reports Applied filters Check this box to filter tasks completed this month When your report is ready, export it to Excel or print it Filter tasks by different criteria Total number of tasks in the list
4 Advanced filters help you create custom reports Add these filter criteria as a separate widget on the dashboard for further reference
5 The Dashboard gives you quick access to the most important reports Customize the content of your dashboard Save your reports as custom widgets on the dashboard Access the detailed view of the report Leave a message to all employees Comment on tasks
6 Dynamic Gantt chart diagrams your project plans Print the timeline Apply filters Only active tasks are shown by default. Check boxes to see other tasks
7 Workload view enables you to overview employees schedules Applied filters Spot schedule conflicts View backlogged tasks (without due dates) Access filters View unassigned tasks
8 Customized time reports help you keep track of every minute spent on tasks Filter by folder/ project Drag and drop a column s title to reposition it View time reports Access dropdown menu Select columns for time report Access filters Export or print time report Click to open time report for this folder/project See full report for this task Delete time entry Select time period Filter by employee
9 Get key indicators for your project progress with actionable progress infographics See the main stats for the project tasks Identify the top performers Measure your team s performance
10 My Work allows you to create your personal to-dos Drag and drop tasks between the sections to prioritize your to-do for today, this week, and later
11 Notification center alerts you to the most important project updates Check your and instantly reply to them Keep track of your new assignments and Wrike news
12 Outlook add-in turns your s into live tasks and discussions Create a task Schedule Assign Track task updates
13 Mobile apps help you stay up-to-date with work progress on the go Available for both ios & Android Wrike for ios
14 Wrike for Android
A Quick Guide to Wrike
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