Sharing a folder in Wrike is an uncomplicated task that enables seamless collaboration with your team and the sharing of essential files and documents. In this guide, I will take you through each step of sharing a folder in Wrike, based on my own experience and observations.
Step 1: Accessing the Folder
To begin, log in to your Wrike account and navigate to the project where the folder you want to share is located. Click on the “Folders” tab to view all the folders within the project.
Once you’ve located the folder you want to share, click on it to open it.
Step 2: Setting Folder Permissions
When the folder is open, you’ll see a menu bar at the top. Click on the “Share” button to access the sharing options.
Here, you’ll be able to set the permissions for the folder. You can choose to give view-only access, edit access, or full access to the folder. Select the appropriate option based on the level of collaboration you want to allow.
Step 3: Adding Collaborators
After setting the folder permissions, it’s time to add the collaborators. To do this, click on the “Add” button next to the “Collaborators” section.
A pop-up window will appear, allowing you to search for team members by their name or email address. Select the desired collaborators from the search results and click “Add” to add them to the folder.
If you want to give different permissions to different collaborators, you can do so by clicking on the dropdown menu next to their name and selecting the desired permission level.
Step 4: Notifying Collaborators
Once you have added all the collaborators, it’s a good idea to notify them about the shared folder. You can do this by checking the “Notify Collaborators” checkbox in the pop-up window.
Step 5: Additional Settings
Wrike also offers additional settings that you can configure for the shared folder. These settings include allowing or disallowing collaborators to invite others, enabling or disabling email notifications for changes, and more. Take some time to explore these options and customize them according to your needs.
Conclusion
Sharing a folder in Wrike is a straightforward process that allows you to collaborate effectively with your team members. By following the steps outlined in this article, you can easily share folders and streamline your project management workflow. So go ahead and start sharing those folders in Wrike to improve your team’s productivity!