Step 1: Learning the Fundamentals
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⏱ 3 min read
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.
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
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.
|View||Use it to|
|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|