The Friday client update, drafted by four o’clock

Read the comments that explain the status

A status field says a task is Active.

The comment says it is Active because the client has not sent the assets. A companion reads both, which is why the summary comes out reading like something a person wrote.

The draft lands where you need it, a document, an email or a message, with the task ids attached, so anyone who wants to check a line opens the task. Every Friday is exactly the sort of recurring assembly a routine handles, the same rhythm as any operations reporting job.

Which task fields can a companion change?

Title, status, importance and due date.

Creating a task takes more: a folder, a title, and optionally an HTML description, a status, an importance and a due date, which is enough to turn a meeting into a set of tasks with real deadlines on them.

Assignment, custom fields, dependencies, attachments and time logs stay in Wrike, where the people who depend on them can see them. The reading and the roll-up is the hour that comes back to you every Friday.

• List folders and projects, then list tasks with filters, then read one task in full.
• Read and post comments: the part of a project that explains the status field.
• Create tasks with description, status, importance and due date.
• Update title, status, importance and due date; delete moves a task to the recycle bin.

What happens when it deletes a task?

It goes to the recycle bin, which the tool says in its own definition, so deletion is recoverable. It still removes something from a shared board that someone else may be depending on, so it waits for your approval.

Creating tasks gets nearly the same care for a different reason. Asked to turn a meeting into tasks, a companion produces fourteen of them, and fourteen new items landing in a colleague’s view without warning are worth a look first. Reviewing the list takes thirty seconds.

Add the email and the invoice to the update

The client’s email saying the assets are delayed.

The invoice that has not been paid. The design file that changed on Tuesday. A companion reads those in the tabs you are signed into and folds them into the same summary as the task statuses.

That cross-tool assembly is the shape of most marketing and delivery reporting, and it is worth comparing with the Jira and Asana pages if your team runs more than one tracker.

Frequently asked questions