How to request tasks with Wrike

September 18, 2018
By Admin in / 0 comments

 

In September 2018 we will begin using the Wrike platform to manage our tasks. Through this platform, you as a customer, can:

  • Order and keep track of your tasks.
  • Communicate, attach attachments and confirm reviews.
  • Change the priority and change description of a task if necessary.
  • Change the status of a task to: canceled, completed, needing a change, etc.
  • See all your past tasks.
  • And more…

To start, you will receive an invitation like this by email:

On the next screen, you will enter your name, a password, leave the job tile and department field fields empty and select the option to agree to terms.

Now you’re on the platform. All you have to do is click the + sign and select “Request” and select the type of form request.

 

Now just select the kind of form you want:

Now just fill out the form with the necessary information.

Now you have a task created. It will pass an approval and will be assigned to a hero as soon as possible.

 

If necessary, you can change the priority of the task, update the description, attach documents, change the status of the task to canceled, to “needs attention” or to completed.

How to change your profile picture?

Click on your name in the upper right corner and then on “Profile settings”.

Then click in the circle with your initials to upload a new image.

 

Now you can follow your tasks closely.

Enjoy! 😉

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