How To Forward An Email To Wrike

Productivity Software

Forwarding an email to Wrike has the potential to significantly improve your workflow and help you stay organized. Based on my personal experience, this feature has proven to be highly effective. In this article, I will walk you through the steps of forwarding an email to Wrike, and also provide some personal advice and insights.

What is Wrike?

Before we dive into the details, let’s start by briefly explaining what Wrike is. Wrike is a powerful project management tool that helps teams collaborate, stay organized, and track their progress. With features like task management, file sharing, and team communication, Wrike is a valuable asset for individuals and businesses alike.

Why Forward Emails to Wrike?

Forwarding emails to Wrike allows you to consolidate all relevant information in one place, making it easier to manage your tasks and projects. Instead of searching through your inbox for important details, you can simply forward the email to Wrike and have everything at your fingertips. This saves time, reduces clutter, and ensures that important information doesn’t get lost in the shuffle.

How to Forward an Email to Wrike

The process of forwarding an email to Wrike is straightforward. Here’s a step-by-step guide:

  1. Open your email client or service and locate the email you want to forward.
  2. Click on the “Forward” button or option to initiate the forwarding process.
  3. In the recipient field, enter the unique email address provided by Wrike to forward emails to your account.
  4. Add any additional comments or context to the email if necessary.
  5. Click “Send” to forward the email to Wrike.

Once the email is forwarded, Wrike will automatically create a task or project based on the email content. You can then further customize the task, assign it to team members, set deadlines, add attachments, and track its progress within the Wrike platform.

My Personal Tips for Forwarding Emails to Wrike

Having used this feature extensively, I’ve found a few tips and tricks that can enhance the effectiveness of forwarding emails to Wrike:

  • Be selective: Not every email needs to be forwarded to Wrike. Before hitting the forward button, consider if the email contains information that is relevant to your tasks or projects.
  • Use clear subject lines: When forwarding an email to Wrike, make sure to provide a clear and descriptive subject line. This will help you quickly locate the email and understand its context within Wrike.
  • Utilize Wrike’s tags and folders: Wrike offers powerful organizational features such as tags and folders. Make use of these tools to categorize and prioritize your tasks and projects effectively.
  • Regularly review your Wrike inbox: Just like your email inbox, it’s important to regularly review your Wrike inbox to stay on top of new tasks and project updates. Set aside dedicated time each day to check and update your Wrike account.

Conclusion

Forwarding emails to Wrike is a simple yet powerful way to streamline your workflow and keep all your important information in one place. By following the steps outlined in this article and implementing some personal tips, you can take full advantage of this feature and enhance your productivity. Give it a try and experience the benefits for yourself!