Learn Wrike the way it fits you best

Remote collaboration may be new to many of us, but not to worry! We have some excellent resources to help you use Wrike to work remotely more efficiently and effectively.

• If you are a new Wrike user with a Professional account check out our handbook on how to use your Wrike account to the fullest.
• Wrike Discover is our digital learning platform, providing interactive courses to help teams get the most out of Wrike. Check out this learning plan to master best practices that enable successful remote work. These will help to set yourself, or your organization, up to excel no matter where you're working.
• Check out the recordings from our weekly webinar series ‘Coffee with Wrike’. Each week we discussed a different topic related to remote work and shared tips, tricks, and best practices.
• When working from home the key to productivity is to create a good work-life balance. Read more about the best way to do that here. Also, if you’re an account owner or admin, this guide will explain why it’s important to have one platform to house all important information and to monitor the progress of your team’s work.
• Learn and discuss how to get the best out of Remote Collaboration with tips, announcements, best practices and more in our ‘Remote Collaboration’ forum on our online Community.

Go Deeper

Training: Learn how to fuel your productivity in Wrike Discover.

Blog: 6 Ways to Boost WFH Productivity

Blog: Top Tips for Keeping Remote Teams on Track

Blog: Remote Collaboration Tools: Best Wrike Features for Teams

Start at the top with a strategy around spaces. Consider how your organization is structured; functionally, geographically, departmentally? Each team should have their own space in Wrike to work. At the next level are folders, which are used to organize the work of that team/department space. A solid foundation of folders might include "Admin", "Projects", "Requests", and "Archive". These folders house the projects and tasks the team is using to get work done. You can add tasks to any item in your account and tag these tasks with multiple folders, projects, and spaces so the same tasks are visible in all of them.

General guidelines:

• Brainstorm who needs to see what and create spaces based on that. Departments (and potentially teams) probably need their own spaces.
• Use prefixes or a numbering system when working with repeatable projects.
• Set account-wide guidelines for creating spaces and make sure each space has admins who understand their role.

The most important thing to remember is to iterate. Your company is unique and you should listen to your team and make changes based on what works for you. The course 302 Organize a Space will give you a detailed template for building out a space.

Go Deeper

Article: Building Blocks in Wrike

Discussion: What's The Difference? : Spaces and Folders

Discussion: Are You Using All of Wrike’s Building Blocks to Organize Your Work?

Training: 302 Organize a Space

There are many correct perspectives on this. Subtasks live within tasks and are great for dividing tasks into smaller action items. When all subtasks are completed, Wrike will ask you to complete the parent tasks, so you will know that the work is finished.

If you find that you have tasks > subtask > subtask, you should probably reevaluate your structure and see if you can remove a layer - either by using projects, folders, or by creating checklists within a task.

Go Deeper

Discussion: When to Use: Tasks, Subtasks, Folders, and Projects

Discussion: Are You Using All of Wrike’s Building Blocks to Organize Your Work?

You can separate, segment, and control what everyone sees and can do in Wrike. First, the type of user (licenses) controls what a user can do. Admins, regular users, external users, and collaborators all have different access to features. Next, check the sharing settings for the space/folder/project/task in question. If it is not shared with someone, they cannot see it. Finally, control what people see and do by using Access Roles. There are 4 default roles: Full, Editor, Limited, and Read Only.

*Admins on Enterprise account can customize existing roles and create additional roles with a new set of permissions.

Go Deeper

Discussion: Selective Sharing for Enterprise Accounts

Training: 303 Transparency and Permissions

Driving Wrike adoption is really about change management*.

• Identify a core group of Wrike champions who can help answer questions, decide strategy, and implement changes (i.e. switching to using Wrike).
• Understand reservations (why people don't want to use Wrike) and highlight value (tell people what Wrike will help with).
• Listen to your team - find out how Wrike can help departments and then show them how to achieve what they need.
• Use Wrike Discover - taking Discover courses help drive adoption, use it as a resource to help train your team.

*There's a lot out there about change management, apart from online resources, you can always ask questions in our Community.

Go Deeper

Discussion: Onboarding Entire Company

Discussion: How do you onboard?

Discussion: Onboarding New Team Members