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Professional development/Project management/Wrike guide (view source)
Revision as of 15:21, 22 September 2021
, 15:21, 22 September 2021no edit summary
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==Share your plan==
== Move your project ==
There is no easy way within wrike to move all your tasks from one account to another however it is possible to do by exporting your data to an excel sheet and then importing the excel in the new location.
# [https://help.wrike.com/hc/en-us/articles/360037345013-Exporting-Data-to-Excel-From-Wrike Follow these instructions] to export your project as an excel file, make sure 'All tasks' is selected.
# [https://help.wrike.com/hc/en-us/articles/210324125-Importing-XLS-Files-to-Wrike Follow these instructions] to import the excel file you just created to your new wrike project.
==Share your project==
=== Snapshot ===
If you want to export and share your Wrike plan up to a certain date you can do so with 'Snapshot' in Wrike.
If you want to export and share your Wrike plan up to a certain date you can do so with 'Snapshot' in Wrike.
To create the snapshot, follow the instructions here https://help.wrike.com/hc/en-us/articles/210323545-Gantt-Chart-Snapshot. Don't forget to choose the <u>'Show assignee names'</u> option when creating it and have the <u>'All tasks'</u> filter enabled so the completed tasks can be referenced if necessary.
To create the snapshot, follow the instructions here https://help.wrike.com/hc/en-us/articles/210323545-Gantt-Chart-Snapshot. Don't forget to choose the <u>'Show assignee names'</u> option when creating it and have the <u>'All tasks'</u> filter enabled so the completed tasks can be referenced if necessary.
=== Add users ===
If you want to add users to your project