All time spent working with clients or cases is logged in Wrike with the following details:

• Time is logged to a task in the client's Salesforce/Accounts/CLIENT_NAME folder
  • If there is a Wrike work order, time is logged against tasks in that work order
  • If there is no work order, time is logged against that client's "General Support" task
• Time log comment includes full Salesforce case number (e.g. "00045445")
• Salesforce account field "Wrike General Support Link" includes full Wrike general support time log link (e.g. "https://www.wrike.com/open.htm?id=114142572")

For General Support

If the "General Support" task already exists, the workflow is only 2 steps. It looks like this:

1. Look for the "Time log link" at the top of the case

2. If the link says "General Support" click it and skip to the final step; otherwise click "Create" to be taken to the Salesforce Account

3. On the Account page, scroll down to Wrike and create a new task named "General Support"

4. Open the task in Wrike

5. Check the task as completed

6. Click the top-right hyperlink chain icon and copy the task's link

7. In the Salesforce Account, paste the task link into the "Wrike General Support Link" field

8. Save the Salesforce Account

9. In Wrike, enter your time log including case number in the comment

For Work Orders

If there is a Wrike work order, paste the work order's permalink in the Salesforce case "Wrike link" field, and use those tasks for time tracking instead. Ensure the case number is included in each time log comment.