How To Make Teams In Wrike

How To Articles

As an experienced project manager, I recognize the significance of effective team cooperation and structure. A tool that has greatly enhanced my abilities in this aspect is Wrike, a robust project management platform. In this piece, I will provide a step-by-step tutorial on how to create teams in Wrike, drawing from my own personal experiences and knowledge.

Introduction to Wrike Teams

Wrike offers a seamless and user-friendly interface for creating and managing teams within your projects. Teams in Wrike allow you to group individuals who are working together towards a common goal. Whether you are a small business owner or part of a large organization, Wrike teams can streamline your workflow and enhance collaboration among team members.

When creating a team in Wrike, it is essential to consider the structure and composition of your project. Think about the specific tasks and responsibilities that each team member will have, and group them accordingly. This will ensure that everyone is on the same page and can easily collaborate and communicate throughout the project.

Step 1: Accessing the Team Management Section

To create teams in Wrike, start by accessing the Team Management section. In the left navigation panel, click on the “Team” tab. This will open the Team Management page, where you can manage existing teams and create new ones.

Step 2: Creating a New Team

Once you are in the Team Management section, click on the “Create New Team” button. This will open a pop-up window where you can enter the details of the new team.

Give your team a meaningful and descriptive name that reflects its purpose and members. For example, if you are creating a team for a marketing project, you can name it “Marketing Campaign Team”.

Next, you can add team members by typing their names or email addresses in the designated field. Wrike will automatically suggest matching users from your organization. Select the appropriate members from the list to add them to the team.

Step 3: Customizing Team Settings

Wrike allows you to customize various settings for each team. You can set the team’s visibility, which determines who can view and access the team’s tasks and discussions. You can choose to make the team public, visible to specific individuals, or private within the project.

Additionally, you can assign roles to team members, defining their level of access and permissions. Wrike offers predefined roles such as “Member” and “Admin”, but you can also create custom roles to tailor the access rights to your specific requirements.

Step 4: Adding Projects and Tasks to the Team

Now that you have created your team in Wrike, it’s time to assign projects and tasks to the team members. You can easily add existing projects or create new ones directly from the Team Management page.

To add an existing project to the team, simply click on the “Add Existing Projects” button and select the desired project from the list. This will ensure that all team members have access to the project and can collaborate effectively.

If you need to create a new project for the team, click on the “Create New Project” button. Fill in the project details, set the project’s visibility and access permissions, and assign team members to the project.

Conclusion

Creating teams in Wrike is a straightforward process that can greatly enhance collaboration and productivity within your projects. By following the steps outlined in this article, you can easily create teams, customize settings, and assign projects and tasks in Wrike. Remember to consider the specific needs and dynamics of your team to optimize the effectiveness of collaboration. With Wrike, you can streamline your workflow, improve communication, and achieve project success.