Configure Your Task Manager for TRO

Follow these steps to configure Wrike effectively for TRO:

• Log in to your Wrike Account.
• Disable or delete default widgets from Wrike’s Dashboard view.
  • Click , then .
  • Disable a widget from dashboard view: uncheck by clicking the widget name, or
  • Delete a Widget: click next to the widget name, then click Yes.
• Click next to your account name (upper right), then click (right side, top menu).
  • Set your current Time zone.
  • Set your Language.
  • Click .
• Click (left pane).
  • Set your notification preferences. (Todo emails, Notification of changes), or
  • Disable these by unchecking Send daily at, then setting Notification of changes to Never.
• Click (top menu), then click (left pane).
  • Set your preferred Account name. This will also be your main folder’s name.
  • Select your preferred Working days and Date format.
  • Click .
• Click (upper right).
• Create Folders:
  • Under , right-click on your wrike account’s name (folder), then select Add folder.
  • Populate with the word: Contexts.
  • Press Enter.
  • Right-click on your wrike account’s name (folder), then select Add folder.
  • Populate with the words: Soft Dates.
  • Press Enter.

Create Dashboard Widgets for Different TRO Views:

• Click your Wrike account’s name (left of screen, Wrike’s main folder).
• Set to Hide descendants (top menu should show if not, hide descendants by clicking ).
• Click the link besides Sort by, then select Importance.
• Click , then click .
• Populate field with the words: TRO Unprocessed Tasks, then click .
• Click your Wrike account’s name (left of screen, Wrike’s main folder).
• Set to Show descendants (top menu should show if not, show descendants by clicking ).
• Click the link besides Sort by, then select Date.
• Click , then click .
• Populate field with the words: TRO Hotlist, then click .

All other TRO setup (such as adding contexts) will happen during the course of your TRO training.