All users on all account types can use the email integration. Collaborators and users with limited access roles might not have the ability to create new tasks and edit task details via email integration.
Wrike’s patented email integration engine allows you to engage with Wrike tasks directly from your email. You can:
Create tasks and folders.
Update a task’s status.
Set task due dates.
Sending important action items to Wrike as tasks means that you and your team can easily work on the task together and keep everything organized in one place. Once a task is in Wrike, you can also receive notifications to keep a better pulse on how your projects are progressing.
Before sending emails to Wrike, it's important to check your email integration settings.
Adjust email integration settings:
Click your profile picture in the workspace's upper right-hand corner.
Select Settings from the drop-down.
Click Email Preferences in the left-hand navigation panel.
Select an email for which you want to set up an integration or check which email address settings you're adjusting under Email integration.
Choose a folder, project, or space in the Create tasks in folder section where tasks should be created.
Select the type of task that should be created. By default, all tasks are created as backlogged.
Add an additional email address to create and update tasks from multiple emails.
Click Save changes.
You can set up integration settings for only one account at a time. If you're a member of multiple accounts, you should first select the account for which you want to edit integration settings. To do so, click your profile picture in the upper right-hand corner of your workspace, hover over Switch to another account, and select the needed account from the list that appears.
If the settings are currently applied to one account and you wish to apply them to another account, it's necessary to first remove the settings from the integrated account. To do so:
Open the profile settings of the account where the integration is already set.
Hover over the email address for which the integration exists.
Click the X icon that appears on the right.
Click Save changes.