Hey there! It’s Ted from Wrike here. In the next couple of minutes I will
show you how to use Wrike as a collaborator. So you’ve just signed a contract with your client
to work on the design of a pet shop. Awesome! Your client uses Wrike to manage their work and
they mentioned they will share a project with you. Not sure what this means? No need to worry, we are
here to help! Let’s take a look and see how we can bring collaboration to the next level together.
Luna looks interested to learn more, too! First, check your email for an invitation to Wrike.
Here it is! Click “Accept invite” and create an account to join the team - just enter your name,
create a strong password, then select department and job title. Let’s get started! You are now in
the Wrike workspace and there is a notification in your Wrike Inbox that Sharon shared a “Happy Paws
Design” project with you. Let’s learn more about the project by clicking “Go to full details”.
First thing to do when you open your project is to pin it so you can quickly access it at any moment.
Just click this Pin icon and your project will appear under the “Pinned” section of the menu. You
can access more helpful task management tools from the sidebar, such as: “My to-do”, “Starred tasks”,
“Calendars”, “Stream”, and others. Customize the menu to only see what’s most relevant to
you. If you need to find a certain task, use the “Search” box. It also lets you quickly access
recently visited tasks, projects and folders. It’s important to note that as a collaborator,
you only get access to items shared with you whether they're spaces, folders, projects or
tasks. Whenever an item is shared with you but you’re not part of the parent location such as a
space or folder, you can find that item under the Shared with me section. Before we move forward,
I just want to take a moment and show you how the work in Wrike workspace is organized. It’s great
that Sharon has just added you to the team space, too. Spaces are centralized repositories that help
organize the folders and projects the team uses. Folders serve as buckets to house related projects
and tasks. Projects are initiatives containing related tasks dedicated to a single goal. Tasks
are the main actionable units in Wrike. Let’s take a look at one of the tasks assigned to you
in the project. And by the way, you can always collapse the sidebar as well as open the task
full screen to focus only on the details you need at the moment. In the “Design display stands” task
you can see important details such as due date and description. Once you start working on the task,
choose the required status from the list - this way, Sharon and the other team members involved
will stay up-to-date on the work progress. It’s important to mention that your collaborator
license gives you limited access to Wrike’s editing features. You can’t create new tasks
or edit existing task details, but you can collaborate on the tasks or items that are
shared with you. For example, you can attach files [from your computer or online storage
services] and leave comments with @ mentions to loop specific team members into the discussion.
As you progress with your project, you might want to apply different filters to your tasks’ list or
sort it in a particular order convenient to you. Let’s see how you can easily do it in Wrike’s
Table view. By default, your tasks are filtered by “All active” status. If you’d like to see
all tasks including those completed or deferred, you can switch the filter to “All tasks”. You can
also apply other filters - for example, you only want to see high priority tasks. Just click “More
filters” and choose “High” under the importance filter. Now you know which tasks Sharon wants you
to prioritize! To clear all filters applied, click “Clear filters” here. In addition to filters, you
can sort your tasks by their status, priority, or other parameters. Or group them by system fields
like status, due date, assignee or start date. Table view is great to see all the necessary task
details at once. You can add or remove certain column fields and track your tasks in the way
that works best for you. Depending on the project settings enabled by the project owner, you may see
additional views to help you monitor your work. Board view allows you to see tasks progression by
status, Gantt Chart gives you a bird's-eye picture of the project plan with all its dependencies
and milestones, Chart view is a visual and user-friendly analytical solution and Calendar
view displays your work items on a timeline to keep track of what needs to be worked on and when.
Riley just wrote you back - she likes the design and asks you to send it to Sharon for approval.
Add a smiley face reaction to her message to indicate that we’ve seen it. Submitting a task
for approval is easy - just click the “Approval” button here, then select the approver, due
date and attach the necessary file, click “Start”. Done! As you send the task for approval to Sharon,
she will automatically receive a notification in her Wrike inbox. Please note, that the approval
feature is available on Business Plus and higher Wrike plans only. Great work, Jake!
This is approved. It looks like you (and Luna) are rocking this project, and Wrike tools help you
take control of your work and never miss a detail. If you’d like to further explore Wrike and try its
other features, create your own Wrike account for free from the “Account Management” panel.
That’s it for today. Have a productive day!