Step 1: Settle In
Have you just created a Wrike account? Or were you invited to join one? Or do you just want to see what to expect when you open Wrike? This page can help you with all of these questions. Let's have a look around and see how you can navigate your Wrike account.
The options available in the header persist in almost any view of your Wrike workspace. Here're the things you might see in the top navigation bar:
Your current location in the workspace and breadcrumbs. 1 The breadcrumbs show the path to your current location and they are clickable so you can use them to navigate the workspace.
The Automation button that sends you to the automation settings of the current space. 2 As well as quick access to other space and account settings from the adjacent drop-down.
The Share button 3 that allows you to share the current space, folder, or project with other users.
The timer 4 which isn't always there but it will appear every time you start tracking time on a task.
A circled ? icon 6 for accessing Wrike Assistant.
Keep in mind that you might not see all of the things described due to your license type and access role in the current location. Read more on that below: What you see in Wrike
The sidebar is the main navigation hub for your Wrike account, almost anything you can access in the workspace, you can access from the sidebar. The sidebar is divided into sections for easier navigation.
The top of the sidebar includes your profile image, search and Inbox, Created by me folder, Starred tasks, and workspace areas like Stream, Dashboards, Reports, and more. You can also customize what you want to see there.
Below that is the central hub to navigate your spaces in two modes:
All my spaces displays multiple spaces as a list. These are all the spaces you joined or were invited to.
Only selected space shows one space at a time.
Wrike provides several ways of making sure users see the data most relevant to them without cluttering their workspace and ensuring the sensitive data is shared only with relevant users. That's why different users are able to view and access different things in the same Wrike account at different times. So it's important to remember that you might not have access to some areas and actions in your workspace due to one or more of the following:
License type and User type
You and other users in your account are assigned your own license type, admin, regular user, external user, or collaborator. License types affect what actions you can take in the account, and what is accessible to you. On top of that in eligible accounts, your access can be restricted by your user type.
Once anything new is created in Wrike, it must be shared with you in order for it to appear in your account. That applies to everyone, even account admins and owners. If a space, folder, project, task, or any tool like a dashboard, calendar, or any other isn't shared with you, you can’t access it. Once something is shared with you, it appears in your workspace, and you can then view and search for it. Some things are shared with you by default, for example, generally speaking, if you're a member of a space, you have access to most things in that space by default. In other cases, other users need to explicitly share items with you and vice versa.
In addition to sharing, in eligible accounts, your access to items and tools can be limited by your access role. It defines your exact level of access to the items that are shared with you. The default access roles are: Full, Editor, Limited, and Read only.
Views and filters
Wrike has a number of views that influence the way you see tasks, folders, and projects. These are changeable and can be configured to suit you. In addition, you can apply any set of filters while you are working to influence the items you see.