How To Manage Multipke People In Folder Wrike

How To Articles

Organizing a group of individuals within a Wrike folder may seem daunting, however, with the correct techniques and resources, it becomes much more manageable. As someone who has previous experience in this field, I can offer personal advice and perspectives to assist you in successfully navigating this task.

Setting Up Your Folder

The first step in managing multiple people in Wrike is to set up a folder specifically for this purpose. This folder will serve as a centralized hub where all tasks, documents, and discussions related to the project will be organized.

To create a folder in Wrike, simply click on the “+” button next to the “Folders” section on the left-hand side panel. Give your folder a descriptive name that reflects the project or team you are managing.

Assigning Roles and Permissions

Once you have created your folder, it’s important to assign the appropriate roles and permissions to each team member. Wrike allows you to define user roles such as admin, editor, or viewer, which determine the level of access and control each person has within the folder.

To assign roles and permissions, navigate to the “Share” tab within your folder. Here, you can add team members by typing in their names or email addresses. Once added, you can assign their respective roles and permissions by selecting the appropriate options from the dropdown menus.

Organizing Tasks with Folders and Subfolders

Managing multiple people becomes much easier when tasks are organized within folders and subfolders. This hierarchical structure helps to keep everything neatly categorized and easily accessible to team members.

To create a subfolder within your main folder, simply right-click on the main folder and select “New Folder.” Give your subfolder a descriptive name that reflects the specific area or task it represents. You can continue creating subfolders within subfolders to further organize your tasks.

Collaborating and Communicating Effectively

Communication is key when managing multiple people in Wrike. Utilize the built-in features and tools to foster collaboration and ensure everyone is on the same page.

One effective way to collaborate is by using the comments section within each task. Encourage your team members to leave comments, ask questions, or provide updates on tasks they are assigned to. This helps to foster open communication and keeps everyone informed.

Another powerful feature of Wrike is the ability to mention specific team members or groups within tasks or comments. This is a great way to directly notify someone of a task or request their input on a specific matter.

Tracking Progress with Task Status

Tracking the progress of each task is crucial when managing multiple people. Wrike offers a simple and intuitive task status feature that allows you to keep tabs on the progress of each task.

To set the status of a task, simply click on the task and navigate to the “Status” tab. Here, you can choose from predefined options such as “Not Started,” “In Progress,” or “Completed.” Selecting the appropriate status helps you and your team members stay informed about the progress of each task.

Conclusion

Managing multiple people in Wrike may seem overwhelming at first, but with thoughtful organization, effective communication, and proper utilization of the platform’s features, it becomes a much smoother process. By creating a centralized folder, assigning roles and permissions, organizing tasks, and fostering collaboration, you can successfully manage multiple people and ensure the project’s success.