Wrike is a project management tool that allows you to organize your tasks and collaborate with your team. One of the most useful features of Wrike is its ability to integrate with your email inbox, allowing you to easily turn emails into tasks and keep track of them all in one place.
Step 1: Connect Your Email Account
The first step in getting emails into Wrike is to connect your email account. To do this, go to the “Settings” tab in Wrike and select “Email Integration.” From there, you can enter your email address and password to connect your account.
Step 2: Create a Task from an Email
Once you’ve connected your email account, you can easily create a task from any email. Simply forward the email to [email protected] and Wrike will automatically create a task for you. You can also customize the task by adding a subject line or attaching files.
Step 3: Assign Tasks to Team Members
Once you’ve created a task from an email, you can assign it to any team member in Wrike. Simply click on the “Assignee” field and select the appropriate team member. You can also add comments or attach files to the task to provide more context.
Step 4: Track Progress
As your team members work on the tasks you’ve assigned, you can track their progress in Wrike. Simply go to the “Tasks” tab and select the appropriate task. From there, you can see who is working on it, what stage it’s in, and any comments or attachments that have been added.
Conclusion
Getting emails into Wrike is a simple process that can save you time and help you stay organized. By following these steps, you can easily turn emails into tasks, assign them to team members, and track their progress all in one place.
