Wrike is a project management tool that allows you to collaborate with your team and manage tasks effectively. Adding a new client in Wrike can be done in just a few simple steps.
Step 1: Log in to Your Wrike Account
To add a new client in Wrike, you need to log in to your account first. Go to the Wrike website and enter your email address and password to sign in.
Step 2: Create a New Folder
Once you are logged in, click on the “Create” button located at the top of the screen. Select “Folder” from the drop-down menu and give it a name that represents your new client.
Step 3: Add Tasks to the Folder
Now that you have created a folder for your new client, you can start adding tasks. Click on the “Create” button again and select “Task” from the drop-down menu. Enter the task details such as the name, description, and due date.
Step 4: Assign Tasks to Team Members
To ensure that your team members are aware of their responsibilities, assign tasks to them by clicking on the “Assignee” field and selecting their name from the drop-down menu.
Step 5: Monitor Progress
Once you have added all the necessary tasks for your new client, you can monitor their progress by going to the “Dashboard” tab. This will give you an overview of all the tasks and their current status.
Conclusion
Adding a new client in Wrike is a simple process that can be done in just a few steps. By following these steps, you can effectively manage your projects and collaborate with your team to achieve your goals.
