Come in.
Hey there!
Are you about to film
the Wrike integration video?
Uh yeah. I just finished setting up.
Great! That's great.
Umm just to double check, were you able
to find more than one integration?
Oh, yeah.
There's a bunch, but I settled on nine to talk about.
Perfect!
I just wanted to make sure, because just having one
of something really wouldn't be that fun.
Anyway, good luck!
Thanks!
Wait...
that was weird.
Why didn't they just ask me that in Slack?
Oh well.
Hello project managers!
I'm Mackenzie, and today I'm listing
nine of the most popular Wrike integrations that are incredibly useful.
For those who haven't worked with
or heard of Wrike, then I recommend watching this overview video first.
Otherwise, let's jump into the list.
Salesforce is one of the most popular CRM solutions today,
and by integrating it with Wrike users will gain access
to all of Wrike’s services without the need to leave Salesforce.
Once the two applications are synced,
you'll be able to link any Salesforce object with all of your Wrike projects
and folders, along with many other advantages.
Also, the integration is customizable, allowing you to mix
and match tools that you prefer.
As effective as Zoom is
as a standalone video conferencing product,
its usefulness can be expanded further with Wrike, such as linking Zoom meetings
with task created in Wrike, sharing necessary documents and files with meeting
attendees, automatically attaching meeting recordings to new tasks,
and the ability to jot down notes, establish deadlines
and delegate assignments without leaving Zoom.
It's a great way to stay in sync with your team while improving
accountability and strengthening the decision making process.
Because Slack is designed around team collaboration and productivity,
it's a natural fit for Wrike when using the Slack integration.
One can create new Wrike task, receive notifications
and preview Wrike projects, folders and tasks.
Along with that, Wrike makes the most of the Slack-Wrike integration
by offering numerous pre-made templates to get you started right away.
If you're having difficulty synchronizing the activities of your technical,
marketing and sales teams, the GitHub-Wrike integration is right for you.
The combined services lets your IT team take advantage of the GitHub
platform and community while your business team stays on Wrike.
With the integration, project managers can easily oversee
and track productivity across both platforms.
While Wrike does provide some
built in business intelligence, or BI, analytics,
it doesn't really compare to a full scale BI tool like Tableau.
So with the integration,
you can import data from a variety of sources that originate
in Wrike such as individual tasks, user profiles, projects and many more.
By importing this data into Tableau, you'll make it easier for your entire team
to gather data, merge data sets and create reports as needed.
Although Wrike does offer some amount of storage space in its paid service plans,
the available capacity is easily reached with big projects.
That's where the Dropbox integration comes in.
It lets you attach files directly from your Dropbox drive into tasks
into tasks within Wrike.
Not only does this free up the storage space in your Wrike account,
but any changes made to the original document will be
automatically reflected in the Wrike attachment.
Thus saving you the hassle of having to re-upload
and redistribute the file.
With the Microsoft Teams-Wrike integration,
you can manage all of your team plans and Wrike activities within Microsoft Teams.
All these elements will need to be manually linked with your channels
in Microsoft Teams, but once they're set, they can be edited by anyone
who's included in your Wrike account and has access to the channel.
Plus, users who have access can manipulate
task folders and projects in a variety of ways,
including editing details, sharing folders,
downloading attachments and more.
By adding the Gmail integration,
your team can manage Wrike tasks directly from their Gmail inbox.
Other useful features include turning an email into a new Wrike
task, attaching email as a comment within a Wrike task,
changing the status of a task without leaving Gmail
and sending/receiving comments from Wrike tasks within Gmail.
Also, any changes made via Gmail are automatically sync
with Wrike and vice versa as soon as the page is refreshed.
Powered by Atlassian,
Confluence is a digital workspace that allows your team to share information
and collaborate on work regardless of their physical location.
When it's paired with Wrike, team members can insert live links
in Confluence pages that point to task folders and projects within Wrike
and embed the content from Wrike projects and folders into Confluence.
And that's the end of my list.
If you're interested in learning
more details about each Wrike integration, then go read this article.
Link is also in the description.
Also, if I left out any of your favorite integrations,
then tell me and your fellow project managers about them in the comments below.
Finally, don't forget to click the like icon, hit the subscribe
button and visit Project-Management.com if you want to find other PM solutions.
Thanks for watching!