Wrike is a powerful project management tool that allows you to organize your work and collaborate with your team members. One of the key features of Wrike is its ability to create multiple client folders, which can help you keep track of different projects and clients.
Step 1: Log in to Wrike
To set up multiple client folders in Wrike, you need to log in to your account. Once you’re logged in, you’ll be taken to the main dashboard where you can see all of your projects and tasks.
Step 2: Create a New Folder
To create a new folder for a client, click on the “Create” button in the top left corner of the screen. From there, select “Folder” from the drop-down menu and give it a name that reflects the client or project you’re working on.
Step 3: Add Tasks to the Folder
Once you’ve created a new folder, you can start adding tasks to it. To do this, click on the “Create” button again and select “Task” from the drop-down menu. Give the task a name that reflects what needs to be done and assign it to the appropriate folder.
Step 4: Customize Your Folder
You can customize your folder by adding tags, setting due dates, and assigning team members. To do this, click on the three dots next to the folder name and select “Folder Settings” from the drop-down menu.
Step 5: Repeat for Multiple Clients
Once you’ve set up one client folder, you can repeat the process for as many clients as you need. This will help you keep track of all your projects and ensure that nothing falls through the cracks.
Setting up multiple client folders in Wrike is a simple process that can save you time and help you stay organized. By following these steps, you’ll be able to create customized folders for each of your clients and keep track of all your projects in one place.