Tutorial Video
Wrike for Collaborators
You’ve joined Wrike as a collaborator.
Your team member, vendor, or stakeholder has most likely invited you to their account
to share some important tasks or projects with you and collaborate on them.
Let’s learn how to do it in the most efficient way!
In Wrike, you’ll see only the data that was shared with you.
Let’s learn how the work is organized.
Spaces are centralized repositories for all your team's work.
They help organize the folders and projects your team uses.
Folders are used to organize the data stored in spaces.
You can think of them as buckets to house projects and tasks.
Projects are initiatives containing related tasks dedicated to a single goal.
Tasks are the main actionable units in Wrike.
They keep track of what needs to be completed.
Your collaborator license gives you limited access to Wrike’s editing features.
You can’t create tasks or projects, but you can collaborate on them.
When you open a task, you’ll see its details, including status, assignee, and due date.
If you’re responsible for this task and need to report on work progress,
choose the required status from the list.
Keep in mind that you can’t change any other task details or the description.
But you can copy the permalink to refer to this particular task later in comments
to other tasks or send the link via email or chat.
Below the task description, you’ll see all the files attached to the task as well as
discussions about the task itself.
You may attach files from your computer or online storage services and leave comments
with @mentions to loop specific team members into the discussion.
All @mentions will land in their Inbox.
When you’ve finished a task, you can submit it for approval.
Just choose the approver and set the due date.
Please note that the approval feature is available on the Business subscription and above.
On the other hand, if you’re a decision maker and need to review a task or asset,
you’ll be assigned as an approver.
After reviewing the required asset or task, you can give your decision and leave feedback.
If you’re a stakeholder in a project and need to track its progress, you may benefit
from different work views.
In addition to the List view, which shows just a list of all tasks in a project or folder,
Wrike has a Board view that lets you track tasks as they progress through workflow stages.
Table view shows all the tasks in a spreadsheet format
so you can see many task details at once.
Gantt chart is great for getting a bird's eye picture of the project plan
with all its dependencies and milestones.
If you need to work with this project on a regular basis, you can pin it to your
My Home page so you can quickly access it later from the Pinned section.
On the Business subscriptions and above, you can track work progress with calendars and
reports if they’re shared with you.
Also, you can submit request forms if they’re created in the account.
The My Home page includes two important items for personal task management.
The first one is the Inbox widget, which helps you keep track of recent updates
and react to them promptly.
The second is a link to your My to-do smart folder.
My to-do aggregates all the tasks assigned to you or that require your attention.
It’s a great tool to prioritize your work and plan your day.
Another important link on the home page is “Shared with me”
Here you’ll find all work that has been shared with you
but doesn’t belong to any space.
If you don’t see tasks or projects you’re looking for, use the search box to find them.
If you still can’t find them, you might not have access and need to ask the person
who invited you to Wrike to share work items with you.
If you’d like to try other Wrike features, create your own Wrike account for free from
the account management panel and manage your tasks there!
Thank you for your time and have a productive day!