Wrike

Wrike

Available Regions:

US

Collaborate on your Wrike projects with Wrike Bot

Wrike is a project management platform, where teams can measure, track, and stay focused on their projects. Integrating Wrike with Cliq installs the Wrike bot who brings in task and project updates directly into Cliq—where your team communicates.

Wrike Bot

The Wrike integration in Cliq consists of the Wrike Bot and the message action Add Task. To use the bot's services, you must subscribe to the bot.

  • Click on the + of Bots in the left sidebar.
  • In the popup that appears, look for Wrike Bot and Subscribe to it.

When subscribing to the bot, you will get a consents dialog requesting permission to access your details. This consents box is to ensure privacy by letting you know how your data will be handled. To know more, check out the related link at the bottom of this page. 

After subscribing and performing an action in the bot (mapping project/viewing tasks), you will get a pop up to authenticate with your Wrike account.

Enabling Wrike Task Notifications

You can connect your Wrike project or folder with a Cliq channel and pump in notifications on tasks, keeping all your team members in the loop of what's happening! Anyone can map a project they are part of with a Cliq channel. To connect projects,

  • Click on Map Projects action.
  • You will get an authorization popup requesting your permission to post messages. i.e. to post task updates in the channel that you are mapping.
  • After authorization, a form will appear on the screen. In it, select the Wrike project and a Cliq channel to map it with. 

Tip:

Map projects with the right team channels, so the data and conversations around it are always accessible to team members anytime.

Once the project is connected, notifications will be received in the channel for the following task activities,

  • New task created
  • Task deleted
  • Task importance changed
  • Task status changed
  • Task due dates updated
  • Comment added
  • Task responsible added

Disabling Task notifications

The notifications of a project can be stopped by disconnecting that project from the Cliq channel. This can be done by the user who connected the project with Cliq and also by the user who installed the Wrike integration in your organization. Follow the steps below,

  • Open Wrike Bot and click on Unmap Projects action.
  • The projects mapped with channels will be listed. Click on the Unmap button to disconnect the project from the channel. 

Weekly Team Updates

Every week a consolidated report of the project will be posted by the bot in the mapped channel. This is to keep the project admin informed of the work done by the team. The report will contain the members of the project and the numbers of tasks assigned and completed by them. This is an automated report and cannot be disabled.

View & Edit your tasks

You can view the list of your most recent tasks anytime and plan your work schedule based on it! In the Wrike Bot, click on the Recent Tasks action. A list of your recent tasks will be displayed on the screen with the Edit button. You can edit all the task details, it's importance and also the due date. 

Messages Into Actionable Tasks

Conversations in chats lead to new ideas and tasks and you can convert them into actionable work directly from Cliq.

  • Just hover on any message, click on Actions (3 dots) -> More -> Add Task.
  • In the form that appears, fill in the details and hit the button!

The message will be created as a new task in the selected project/folder in Wrike! And finally, you can hit the Help action anytime you're stuck! The bot will help you out with a set of pre-defined instructions.

Install

Install the Wrike integration in your Cliq organization and keep track of your work, get instant updates along with creating tasks in your team's projects right from within Cliq.

Note: Only org admins can install an integration for the entire organization, whereas users can install only for their team.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                    Create. Review. Publish.

                                    Write, edit, collaborate on, and publish documents to different content management platforms.

                                    Get Started Now




                                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                          Manage your brands on social media


                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts


                                                              Zoho Sheet Resources

                                                               

                                                                  Zoho Forms Resources


                                                                    Secure your business
                                                                    communication with Zoho Mail


                                                                    Mail on the move with
                                                                    Zoho Mail mobile application

                                                                      Stay on top of your schedule
                                                                      at all times


                                                                      Carry your calendar with you
                                                                      Anytime, anywhere




                                                                            Zoho Sign Resources

                                                                              Sign, Paperless!

                                                                              Sign and send business documents on the go!

                                                                              Get Started Now




                                                                                      Zoho TeamInbox Resources





                                                                                                Zoho DataPrep Demo

                                                                                                Get a personalized demo or POC

                                                                                                REGISTER NOW


                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now









                                                                                                                        Wherever you are is as good as
                                                                                                                        your workplace

                                                                                                                          Resources

                                                                                                                          Videos

                                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                          eBooks

                                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                          Webinars

                                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                          CRM Tips

                                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                                            Zoho Show Resources