How do I create a folder in wrike?
Create a folder
Right-click a folder or project in the left-hand navigation panel of a space and choose Add project or folder in the drop-down 3. In List view, click the drop down next to Add New and select Folder. Enter a name for your folder and click Enter, you can edit your folder from its folder info panel.
What is the difference between a project and a folder in wrike?
Folders can contain subfolders, projects, and tasks. Use Projects to manage a group of tasks that are part of a larger goal. With Projects, you can track the status and due dates of the project separately from its individual tasks, and can store files and notes that need to be accessible to the project team.
Can you color code tasks in wrike?
We like viewing the status of our projects together in Table View, because of the additional details in the column. However, currently coloring only applies to tasks and status, and does not translate to the table view.
How do I change the owner of my wrike project?
To remove a project owner simply hover over their profile picture and click the x that appears.
Add a project owner
- Locate or create the project that you want to add an owner to.
- Click the title to open the project info panel.
- Click the + button next to Owners 1.
- Search for the relevant user and click their name 2.
What is rollup in wrike?
Instead of manually setting project dates, you can enable dates rollup. … Once you enable rollup for a project, the project’s dates will be set automatically and you’ll no longer be able to change them manually.
How do I set up a workflow in wrike?
Create a custom workflow
Select Settings from the drop-down. Click Workflow in the left panel. You’ll see a list of all workflows on the account. Click + New workflow.
How do you make a request form on wrike?
For Wrike users
- Click the green + in the top right-hand of the workspace next to your profile picture.
- Select Request in the drop-down.
- Select a request form from the list or use Search to find the form you need.
- Fill in the available questions. Questions with an * are required.
- Click Submit.
What is a blueprint wrike?
All users except collaborators can create and launch blueprints. … Blueprints let you manage your project, folder, and task templates and plan your work while keeping it separated from ongoing work.
How do you create a project blueprint?
How to create a successful project management plan
- Step 1: Set up a meeting with the project stakeholders. …
- Step 2: Set goals and define project success. …
- Step 3: Define project roles and responsibilities. …
- Step 4: Develop a project schedule and cost estimates. …
- Step 5: Present your plan to the stakeholders.