How to Share Documents on Wrike
Wrike is a project management tool that allows teams to collaborate on projects and tasks. One of its key features is the ability to share documents within the platform. Whether you’re sharing a design file, a report, or a contract, Wrike allows you to upload and share files with ease.
In this article, we’ll walk you through the steps of sharing documents on Wrike. By the end of this article, you’ll be familiar with the different ways to share files, including sharing individual files, sharing folders, and collaboratively editing files.
Sharing individual files on Wrike
The easiest way to share a file on Wrike is to upload it to a task. To do this, simply navigate to the task where you want to upload the file and click on the “Attachment” icon in the task description box. From here, you can either drag and drop the file into the attachment box or click on the “Upload” button to browse your computer and select the file you want to upload.
Once you’ve uploaded the file, it will be visible to all members of the task. If you want to share the file with a specific person or group, you can use the @mention feature to tag them in the task description box. This will send a notification to the person or group, letting them know that a file has been uploaded to the task.
If you want to share a file with someone who isn’t a member of the task, you can use the “Share link” feature. To do this, click on the “Share link” button next to the file in the attachment box. This will create a public link that you can send to anyone, whether they have a Wrike account or not. You can also control the permissions of the link, allowing you to decide whether the person can view or edit the file.
Sharing folders on Wrike
If you have multiple files that you want to share with a group of people, it’s more efficient to share a folder instead of individual files. To do this, navigate to the folder that you want to share and click on the “Share” button at the top of the page. This will bring up the sharing settings for the folder.
From here, you can choose whether you want to share the folder with specific people or with a group. You can also choose the level of permission that you want to grant, such as view only or edit. If you want to share the folder with someone who isn’t a member of your Wrike account, you can use the “Share link” feature to create a public link that they can use to access the folder.
Collaboratively editing files on Wrike
If you’re working on a document with a team, you may want to use Wrike’s collaborative editing features. This allows multiple people to work on the same file at the same time, making it easier to collaborate and make changes in real-time.
To use Wrike’s collaborative editing feature, you’ll need to upload the file to a task or folder. Once the file is uploaded, click on the “Edit in Wrike” button next to the file in the attachment box. This will open the document in a collaborative editor, which allows multiple people to edit the file at the same time.
As team members make edits to the file, you’ll be able to see their changes in real-time. This makes it easy to collaborate and make changes on the fly. Once all of the edits are complete, you can save the file and it will be automatically updated in Wrike.
Conclusion
Sharing documents on Wrike is a simple process, whether you’re sharing individual files, folders, or collaboratively editing files. By following the steps outlined in this article, you’ll be able to share files with ease and collaborate more efficiently with your team. So why wait? Start sharing documents on Wrike today and streamline your team’s collaboration process.
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