A Quick Guide to Wrike



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Transcription:

A Quick Guide to Wrike

The task list shows you an overview of tasks employees are working on Navigate folders that may be used as projects, clients, offices etc. 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

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

Advanced filters help you create custom reports Add these filter criteria as a separate widget on the dashboard for further reference

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 Track project progress in real time Leave a message to all employees Comment on tasks

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

Workload view enables you to overview employees schedules Applied filters Spot schedule conflicts View backlogged tasks (without due dates) Access filters View unassigned tasks

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

Outlook add-in turns your emails into live tasks and discussions Create a task Schedule Assign Track task updates

Mobile apps help you stay up-to-date with work progress on the go Available for both iphone & Android Employee s current tasks in To-Do view Real-time updates in Activity Stream Use the big button to navigate the view The Archieved view (shows completed tasks) The Gantt chart view Choose assignees Choose folders

ipad app helps you stay up-to-date with work progress on the go Employees current tasks in To-Do view Use the big button to navigate views Choose assignees Choose folders The Archived view (shows completed tasks)

The Gantt chart view