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Creating Subprojects

Table 125. Availability - Legacy plans


Overview

All users can view subprojects in Wrike. All users except collaborators can create and edit subprojects.

Subprojects live within parent projects and help you organize your workspace. Apart from their location within the project structure, subprojects have the same properties as projects. You can add tasks, set a status, color code, share, etc., and even add additional levels of subprojects.

It's possible for a subproject to have multiple parent projects or folders that can be located in a variety of spaces. They're generally referred to as tags.

Subprojects are automatically shared with all users who have access to the parent project or folder, but users in Enterprise accounts can use selective sharing to change this.

Create a subproject

Because subprojects are just projects inside other projects, they can be created in the same way.

  1. Navigate to the space where you want to create a subproject and then open the project you'll use as a parent project.

    • Use the green + 1 at the top right of your workspace next to your profile picture, and select Project or Folder 2 from the drop-down, or

      Crete-subproject-1.png
    • Right-click the project in the left-hand navigation panel of the space, hover over Add project or folder 3 , and choose Project 4 in the pop-up.

      Crete-subproject-2.png
  2. Enter your subproject's name. 1

  3. Check the subproject's location. 2

  4. Select one or more project owners. 3

  5. Specify the project start and end date. 4

  6. If you're on an Enterprise Pinnacle account (or the legacy account with Wrike for Professional Services or the Wrike Resource add-on), choose your subproject Billing type. 5

  7. Choose the subproject's default workflow. Your project is created with the first status in this workflow. 6

  8. Select the Project option. Depending on how you created the project it may already be selected. 7

  9. Choose the default view for your project. 8

  10. Specify who you want to share the project with. 9

  11. Click Create. 10

Crete_a_project_4.png

Add subprojects and convert projects

You can add a subproject to a project, or convert a project into a subproject easily. Either drag and drop in the left-hand navigation (provided you want to make it a subproject in the same space) or use tags.

Use drag-and-drop

  1. In the left-hand navigation panel, find the project you want to add as a subproject.

  2. Click and drag it over another project or a project in the left-hand navigation panel.

  3. Release your mouse.

The project you dragged is added as a subproject of the item you dragged it into. It isn't copied.

Use tags

  1. In List view click to open the info panel of the project you want to add as a subproject.

  2. The tags are listed under the project's title. Click + 1 to add a tag, and hover over and click x 2 to remove a tag.

  3. When you tag the project with another project, it becomes a subproject there. It also remains accessible in its original location.

tag-project.png
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