How can I turn off the automatic invitation of the recipient to Wrike when I To/CC/BCC an email with a task to wrike at wrike.com?
By default, when you CC an email to wrike at wrike.com, an email recipient gets an automatic invitation to Wrike. It is very convenient because you are freed from the additional job of inviting people on your own. Wrike does it for you.
However, there is a way to create tasks from emails while turning off the feature that would invite the recipients to
Wrike.
This feature can be useful for you, if you want to keep track of a lead with the help of Wrike without inviting the client to share the task. So you simply send an answer to a client's request for proposal and BCC the email to wrike at wrike.com. The task is created in Wrike and is not shared with the client.
Certainly, when the deal is signed, you can easily invite the client to join Wrike, so he or she can keep track of the project progress. To do so, simply type the person's email in the "shared with" field. Read more about how to share a task and how to share a folder.
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