Customisable Meeting Notes (Company Template)

Sabiha Kelesoglu

Hello Wrike Community,

I’ve created a custom task template for meeting notes within our Wrike platform, which includes a simple checklist and agenda section. These meeting notes are frequently shared with external stakeholders, so we’d like to include our company logo, as well as a header and footer, to maintain a professional look.

I’ve tried adding the logo and formatting the document as shown in the attached example, but I'm having difficulty resizing the elements in the description, including the logo. As a result, the document does not appear as high-quality as we would like when exported to a PDF.

Is there a way to improve this functionality or adjust the formatting so that the document retains its quality when distributed?

Thank you in advance!

Ali Moses

@Sabiha Kelesoglu Unfortunately, the formatting in task descriptions is limited. I don't see a way for you to improve the formatting directly in Wrike. As a work-around you could consider making your meeting notes a word doc or PDF out side of Wrike, uploading it, and then using Wrike's document editor to update directly from the task. Another nice function of the document editor is that it supports versioning directly in the task. Here is an article about the document editor: https://help.wrike.com/hc/en-us/articles/210322865-Using-Document-Editor-in-Wrike