Wrike is a project management tool that helps teams collaborate and organize their work. One of the key features of Wrike is its folder structure, which allows users to create hierarchies of tasks and projects. In this article, we will explain how to set up a Wrike folder structure that works for your team.
Step 1: Identify Your Team’s Needs
Before you start creating folders in Wrike, it’s important to understand the needs of your team. What are the different types of projects or tasks that your team works on? How do these projects or tasks relate to each other? By answering these questions, you can create a folder structure that makes sense for your team.
Step 2: Create Folders
Once you have identified your team’s needs, it’s time to start creating folders in Wrike. You can create folders by clicking on the “Create” button in the top left corner of the screen and selecting “Folder.” Give each folder a clear and descriptive name that reflects its purpose.
Step 3: Create Subfolders
If your team has multiple projects or tasks within a larger category, you may want to create subfolders. To do this, click on the “Create” button and select “Subfolder.” Give each subfolder a clear and descriptive name that reflects its purpose.
Step 4: Assign Tasks to Folders
Once you have created your folders and subfolders, it’s time to assign tasks to them. To do this, click on the “Create” button and select “Task.” Give each task a clear and descriptive name that reflects its purpose. Then, drag and drop the task into the appropriate folder or subfolder.
Step 5: Customize Your Folder Structure
As your team’s needs change over time, you may need to customize your Wrike folder structure. You can do this by adding new folders or subfolders, renaming existing ones, or moving tasks between them. Remember to keep your folder structure clear and intuitive so that everyone on your team can easily find what they need.
Setting up a Wrike folder structure takes some time and thought, but it’s worth the effort. By creating a clear and intuitive folder structure, you can help your team collaborate more effectively and efficiently. Remember to keep your folder structure flexible so that it can adapt to changing needs over time.