Creating Projects
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
All users except Collaborators, Contributors, and Viewers can create projects.
Note
This option might not be available on Business accounts and higher due to custom item types suggestions settings.
Projects are one of the main ways to organize, manage, and report on work within Wrike. Use projects to manage a group of tasks that are part of a larger goal.
Projects enable you to track the status and due dates separately from your tasks while adding information directly to the project itself: project owner, start date, due dates, custom fields, plus any attachments or conversations that the project team will want to access.
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You can start creating a new project in several ways:
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Use the + 1 in the top right of your workspace and select Project from the drop-down.
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Hover over the Projects and Folders title in the left-hand menu of a space and click the + 2 that appears.
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Right-click a project or folder or click the Three-dot menu 3 in the left-hand menu of a space, select Add item, and select Project in the drop-down.
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In Table view, click the +Item 4 and select Project from the dropdown. Enter a name for your project and press Enter, you can edit your project from its project info panel.
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Enter your project's name 1.
Note
Project titles can contain up to 100 symbols. Symbols , ; / \ cannot be used in titles of Projects, Folders and Spaces. They can be used only in task titles.
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Choose your project's location 2. This can be a project, folder, or space.
Note
By default the location where you created the project is selected. If you create a project from your home screen or Inbox, your Personal space is the default.
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Select one or more project owners 3.
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Specify the project start and due date 4.
Note
Duration is only defined for tasks and task-based items. It is not available for projects.
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If you're using Wrike for Professional Services or the Wrike Resource add-on, choose your project Billing type 5.
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Add the Budget 6 for the project.
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Choose the project's default workflow 7. Your project is created with the first status in this workflow.
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Select the Project 8 option. Depending on how you created the project it may already be selected.
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Choose the default view 9 for your project.
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Specify who you want to share the project with 10.
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Click Create 11.
Your project is now created, and you can edit its settings at any time.