Creating a meeting in Wrike is a straightforward and efficient approach to collaborating with your colleagues and ensuring alignment among team members. As a frequent user of Wrike for project management, I have discovered that the meeting feature is a valuable resource for coordinating conversations and monitoring crucial decisions. In this article, I will walk you through the step-by-step procedure for creating a meeting in Wrike and also offer some personal suggestions and observations.
Step 1: Access the Meetings Tab
To get started, open Wrike and navigate to the Meetings tab. This tab is located in the left-hand sidebar, alongside other key features like Tasks and Inbox. Once you’re on the Meetings page, you’ll see an overview of all your upcoming and past meetings.
Step 2: Schedule a New Meeting
Click on the “New Meeting” button to schedule a new meeting. This will open a dialogue box where you can enter the details for your meeting. Start by giving your meeting a descriptive title, such as “Weekly Team Update” or “Client Meeting – Project XYZ”.
Next, set the date and time for your meeting. Wrike allows you to choose a specific date and time, as well as set recurring meetings for a specific day and time each week. This is especially useful for regular team catch-ups or weekly status updates.
Don’t forget to invite participants to your meeting. You can add team members, clients, or any other stakeholders who need to be present. Simply type in their names or email addresses, and Wrike will send them an invitation with all the necessary details.
Step 3: Customize Your Meeting
Wrike offers several customization options to make your meetings more organized and efficient. For example, you can add an agenda to your meeting to outline the topics to be discussed. This helps ensure that everyone comes prepared and stays focused during the meeting.
Additionally, you can attach relevant files or documents to your meeting. This could include presentation slides, reports, or any other materials that will be discussed or reviewed. Participants can access these files directly within the meeting interface, eliminating the need for multiple email attachments or cloud storage links.
Step 4: Conduct the Meeting
On the scheduled date and time, it’s time to conduct your meeting in Wrike. Simply click on the meeting from your Meetings tab, and you’ll be taken to the meeting interface. Here, you’ll find all the necessary tools to facilitate a productive discussion.
Wrike’s meeting interface allows for real-time collaboration and communication. You can share your screen, take notes, assign action items, and chat with participants. This creates a seamless and interactive meeting experience, even if your team is spread across different locations or time zones.
Conclusion
Creating a meeting in Wrike is a straightforward process that can greatly enhance your team’s collaboration and productivity. By following the steps outlined in this article, you’ll be able to schedule, customize, and conduct effective meetings within the Wrike platform.
Remember, effective meetings are not just about the tools we use, but also about the preparation and engagement of participants. Use Wrike’s meeting feature as a catalyst for open and constructive discussions with your team, and make the most of this powerful project management tool.