How To Use Wrike For Outlook

Productivity Software

I recently found an amazing productivity software called Wrike. It has completely transformed the way I handle my tasks and work together with my team. One of the functionalities that I found extremely beneficial is its integration with Outlook. In this post, I will be showing you how I utilize Wrike for Outlook and the positive impact it has had on my organization and productivity.

Getting Started with Wrike for Outlook

Before we dive into the details, let me give you a brief overview of what Wrike is all about. Wrike is a cloud-based project management software that helps teams streamline their work and increase productivity. It allows you to create tasks, assign them to team members, set deadlines, and track progress, all in one place.

The integration of Wrike with Outlook brings together the power of email and project management. With this integration, you can turn your emails into actionable tasks, collaborate with your team, and keep track of everything without leaving your Outlook inbox. It’s a game-changer for anyone who spends a significant amount of time in their email.

Installing Wrike for Outlook

To start using Wrike for Outlook, you first need to install the Wrike add-in. Here’s how to do it:

  1. Open Outlook and go to the “File” tab.
  2. Select “Options” and then choose “Add-Ins” from the left-hand menu.
  3. Click on the “Manage” dropdown menu and select “COM Add-Ins” and click on “Go…”
  4. In the “COM Add-Ins” window, click on the “Add” button.
  5. Navigate to the location where you saved the Wrike add-in file and select it.
  6. Click “OK” to close the “COM Add-Ins” window.

Once the installation is complete, you will see the Wrike add-in appear as a new tab in your Outlook ribbon.

Using Wrike for Outlook

With the Wrike add-in installed, you can now start using it to manage your tasks in Outlook. Here are some of the key features and functionalities:

Convert Emails to Tasks

One of the most useful features of Wrike for Outlook is the ability to turn your emails into actionable tasks. When you receive an email that requires action, simply select it and click on the “Create Task” button in the Wrike tab. This will open a new task window where you can set the task details, assign it to a team member, and add any necessary attachments or comments. Once the task is created, it will be synced with your Wrike account, allowing you to track its progress and collaborate with your team.

Synchronize Tasks and Deadlines

The integration between Wrike and Outlook ensures that your tasks and deadlines are always in sync. Any changes you make to a task in Wrike will be automatically reflected in Outlook, and vice versa. This means that you can easily manage your tasks and deadlines from either platform, depending on where you prefer to work.

Collaborate with Your Team

Wrike for Outlook makes it easy to collaborate with your team on tasks and projects. You can assign tasks to specific team members, set due dates, and add comments or attachments. Your team members will receive notifications about the tasks they are assigned to, making it easy for everyone to stay on track and work together towards a common goal.

Track Task Progress

With Wrike for Outlook, you can easily track the progress of your tasks. You can see who is working on a task, view the completion status, and monitor any updates or changes. This level of visibility allows you to stay informed about the status of your projects and make informed decisions based on real-time information.

Conclusion

In conclusion, using Wrike for Outlook has been a game-changer for me in terms of productivity and collaboration. The seamless integration between these two platforms has helped me streamline my work, stay organized, and effectively manage my tasks and projects. I highly recommend giving Wrike a try if you are looking for a powerful project management tool that integrates seamlessly with Outlook.