Creating a folder in Wrike is a simple and effective method for organizing your tasks and projects. Folders allow you to maintain a well-structured workflow and easily access your work. Follow these steps to create a folder in Wrike:
Step 1: Log in to Wrike
To begin, log in to your Wrike account. If you don’t have an account yet, you can sign up for free at www.wrike.com.
Step 2: Click on the Folder Icon
Once you are logged in, click on the folder icon located in the top left corner of your screen. This will take you to your workspace where you can create new folders.
Step 3: Create a New Folder
To create a new folder, click on the “Create” button located in the top right corner of your screen. From there, select “Folder” from the drop-down menu and give it a name.
Step 4: Add Tasks to Your Folder
Once you have created your folder, you can add tasks to it by clicking on the “Create” button again and selecting “Task” from the drop-down menu. You can then assign the task to a specific folder by selecting it from the drop-down menu.
Step 5: Customize Your Folder
You can customize your folder by adding a description, setting up notifications, and assigning team members to it. To do this, click on the three dots located next to the folder name and select “Folder Settings” from the drop-down menu.
Conclusion
Creating a folder in Wrike is a simple process that can help you stay organized and efficient. By following these steps, you can create a new folder, add tasks to it, and customize it to your liking. With Wrike’s intuitive interface, you can easily manage your work and collaborate with your team members.