How To Attach Email In Wrike

How To Articles

Including emails in Wrike is a helpful method to centralize all project-related correspondence. As a fellow Wrike user, I greatly appreciate this feature for its convenience and time efficiency. This article will walk you through the steps of attaching emails in Wrike.

Step 1: Accessing the Wrike Email Integration

To begin, log in to your Wrike account and navigate to the project where you want to attach the email. Once you are in the project, click on the “+Add” button located at the top of the project’s task list. From the dropdown menu, select “Email Integration.”

Step 2: Generating a Unique Email Address

After selecting the “Email Integration” option, a pop-up window will appear. In this window, you will find a unique email address that is specific to the project you are working on. This email address acts as a link between your emails and your Wrike project.

Take note of this email address as you will need it to attach emails to your project. You can copy the email address by clicking on the “Copy” button next to it, which will save the address to your clipboard for easy access.

Step 3: Forwarding Emails to Wrike

Now that you have the unique email address, you can start attaching emails to your project. In your email client, compose a new email or go to an existing email that you want to attach. In the recipient field, paste the unique email address you copied from Wrike.

Add any additional recipients, subject, and content to the email as necessary. You can also attach files or include any relevant information related to the task or project you are working on.

Once you have composed the email, click the send button. The email will be automatically forwarded to your Wrike project, where it will appear as an attachment.

Step 4: Viewing Attached Emails in Wrike

To access the attached emails in Wrike, go back to your project and click on the task where you want to view the email attachment. In the task details pane on the right-hand side, you will see a section labeled “Email Attachments.”

Click on the attachment to view the full email, complete with the sender, recipient, subject, and content. Any attached files will also be visible here, making it easy to find and access all the information related to the task.

Conclusion

Attaching emails in Wrike is a simple and effective way to keep all project-related communication organized and accessible. By following the steps outlined in this article, you can easily attach emails to your Wrike projects and have all the necessary information in one place. This feature has undoubtedly improved my productivity and collaboration within my team, and I hope it does the same for you!