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Step 1: Learning the Fundamentals

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Wrike Overview

Wrike is an online project management and collaboration solution that helps teams achieve better work results faster.

With Wrike you can organize your team's processes more efficiently:

  • Streamline and structure incoming work.
  • Manage team resources and automate workflows across multiple projects with ease.
  • Track work progress and report on KPIs with a couple of clicks.
  • Make better decisions that maximize team efficiency.

In this video, you’ll get a quick overview of Wrike’s navigation and key features.


Wrike's Building Blocks

Spaces, folders, projects, and tasks are Wrike’s building blocks. Use them to organize work, keep track of action items, and collaborate with your team. Learn best practices for organizing your work in Wrike.

Compare Tasks, Folders, Projects, and Spaces

Item Used for
Task
  • Short-term or single-step action items
  • Visualizing steps on a Gantt chart
Project
  • Multi-step initiatives with a clear goal and a due date
  • Tracking status and reporting for the overall project progress (not just tasks)
Folder
  • Grouping related tasks or projects, such as by region or type of work (like you store files on your computer)
  • Tagging (labeling) tasks and projects for quick search and navigation
Space
  • Top-level grouping for your work items (tasks, projects, and folders), such as by team, client, or project type
  • Easy access to necessary resources by creating bookmarks in Spaces
  • Easy navigation between different types of work


Wrike’s Main Work Views

Views (List, Table, Board, etc.) are the different options for how you see tasks within a folder, project, or space. The view options appear after you click on a folder, project, or space.
For example, the List view shows tasks in a list, the Table view is a spreadsheet view, and the Gantt Chart visualizes project schedules. In each case, you’re looking at the same tasks but from different angles.

Filters determine which tasks you see. By default, you only see Active tasks, but you can change your filters at any time. For example, you can set your filters to see tasks that are completed, assigned to a certain person, and scheduled for this week. You can slice and dice your data exactly the way you need by applying several filters and saving the selected configuration as a preset. There are a lot of filter options, and if you can’t find a task in a list, it’s always good to check which filters are applied.

Learn more tips on using work views.

Views.png

View Use it to
List view
  • View tasks, folders, and projects in a list format.
  • Open a task, folder, or project in its own panel to see details.
  • Mass edit tasks.
Board view
  • See tasks grouped by status on a Kanban-like board.
  • Use drag and drop to change task status.
  • View attachment thumbnails without clicking into tasks.
Table view
  • Manage data in a spreadsheet format to get a bird’s eye view of item attributes.
  • Add, edit, and remove custom fields to track metrics like budget, KPIs, or story points.
Gantt Chart
  • Visualize project schedule.
  • Reschedule tasks with drag and drop.
  • Create milestones and task dependencies.
  • Create and share a project snapshot.
Files view
  • Get an overview of all files attached to tasks in a space, folder, or project.
  • Sort or filter files to find what you need.
  • Open or download files.
Stream view
  • Track updates (new comments, reassigns, reschedules, etc,) related to tasks and subtasks, which are included in the selected space, project, or folder.


Wrike’s Core Features and Concepts

Feature Used for
Inbox Tracking important updates (like new tasks assigned to you), comments @mentioning you, and notifications about access to new work items
Dashboards Monitoring work progress
Sharing Providing access to work items
Following Subscribing for notifications about updates
Assigning Making a person responsible for task progress and completion. When you assign a task or a project to someone, you’ll share it with them and they start following updates for that item.
Features Available for Business and Enterprise Subscriptions
Request forms Streamlining work intake from internal and external stakeholders
Reports Analyzing project results and team performance
Custom workflows Mapping stages of work processes
Custom fields Tracking important metrics like budgets, KPIs, or story points
Calendars Visualizing tasks and projects on calendar
Time tracking Monitoring time spent on tasks


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