Completing tasks efficiently and effectively is crucial for any project management tool, and Wrike is no exception. As someone who has been using Wrike for several years, I can confidently say that mastering the art of completing tasks in Wrike has greatly improved my productivity and project success rate. In this article, I will guide you through the process of completing a task in Wrike, sharing personal tips and insights along the way.
Step 1: Navigate to the Task
To begin, open Wrike and navigate to the project where the task you want to complete is located. Once you’re in the project, find the task in the task list. You can use the search bar or browse through the different folders and subfolders to locate it. Finding the task might take some time, especially if you’re working on a complex project with numerous tasks, so it’s always a good idea to use Wrike’s search functionality for efficiency.
Step 2: Understand the Task Details
Before diving into completing the task, it’s important to understand the task details thoroughly. Click on the task to open the task details pane on the right-hand side of the screen. Here, you will find all the relevant information about the task including the description, due date, assignees, and any attachments or comments.
Take a few moments to read through the task description to remind yourself of the task’s objectives and requirements. If there are any attached files or comments, make sure to review them as well. Understanding the task details will help you approach it with clarity and purpose.
Step 3: Update the Task Status
Once you’re familiar with the task, it’s time to update its status. Wrike provides a range of status options such as “Not Started,” “In Progress,” and “Completed.” To update the status, simply click on the dropdown menu in the task details pane and select the appropriate status option.
Updating the task status is not only helpful for tracking progress but also for keeping your team informed. When a task is marked as “Completed,” it signals to others that the task has been finished and they can continue with their respective tasks or dependencies.
Step 4: Add Time Tracking
If time tracking is a crucial aspect of your workflow, Wrike offers the option to track the time spent on each task. To add time tracking, click on the stopwatch icon in the task details pane. Enter the amount of time spent on the task, and optionally add a description or notes if needed.
Time tracking can provide valuable insights into your productivity and help you identify areas where you might be spending more or less time than expected. It’s a great tool for self-assessment and improving your time management skills.
Step 5: Add Comments or Attachments
Collaboration is key in any project, and Wrike makes it easy to communicate with your team members by adding comments or attachments to tasks. If you have any updates, questions, or additional information related to the task, simply type your comment in the comment box in the task details pane. You can also attach relevant files or documents by clicking on the paperclip icon.
Adding comments and attachments to tasks ensures that everyone involved in the project has access to the latest information and can contribute their insights. It fosters open communication and promotes a collaborative work environment.
Step 6: Mark the Task as Complete
Now that you have completed all the necessary steps and the task is finished, it’s time to mark it as complete. Simply click on the checkbox next to the task title in the task list to signify its completion. Wrike will automatically update the task status and move it to the “Completed” section.
By marking tasks as complete, you not only get a sense of accomplishment but also keep your task list organized and focused on the remaining tasks. It’s a satisfying step in the project management process that signifies progress and achievement.
Completing tasks in Wrike is a straightforward process that can be enhanced with a few personal touches and best practices. By following these steps and incorporating them into your workflow, you’ll be able to navigate Wrike effectively, collaborate with your team seamlessly, and achieve project success.
Remember, mastering task completion in Wrike takes time and practice. Experiment with different approaches, find what works best for you, and continuously improve your productivity. Now, go forth and conquer your tasks in Wrike!