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Business

Overview

Important

This is a legacy plan and it was available to users signed up before 7/1/2021. Learn more about our Business Plus plan here, or about all the available plans here.

Wrike Business accounts are ideal for teams that want (or need) reporting and more customization options. On Business accounts, users gain access to Wrike’s advanced features, get more control over folder permissions, and have more ways to add, organize, and report on their work.

Note

To find out which type of plan your account is, go to your account settings and select Account info. Your plan type is listed there along with other relevant information. External users and collaborators cannot access this information and shall ask their account admin.

Features

In addition to the features available to users on Free and Professional accounts, users on Business accounts can use:

Custom Fields

Custom Fields are a highly flexible way of adding or tracking information related to tasks, folders, or projects. You can adjust a field's share settings and make the field viewable only by you or share the field with teammates to help keep everyone on the same page.

Requests

Use Requests to simplify your intake workflow, add structure to the request system, ensure that requests are added to the appropriate location, and decrease the chances that requests are lost.

Calendars

Plan, view, and share work with scheduled tasks that link directly to underlying work and keep information in context and up-to-date with calendars.

Wrike Reports

Use Wrike Reports to create customizable reports and gain insights about your projects and tasks. The Report Builder helps you quickly create a new report and you can refresh or reopen reports at any time to have them update with the most up-to-date data.

Custom Workflows

Add Custom Statuses and Workflows to keep track of how work is progressing in a way that makes the most sense for your team. With Custom statuses, each team can create their own workflows and add the status names (and color coding) that best suit their needs.

Approvals

Create automated multi-stage/sequential approvals or initiate ad-hoc approvals from a task or a project.

Time Tracking

Keep track of how much time is spent on a particular task by using the Time Tracking feature, then review time entries using the Timelog view.

Progress and Performance Reports

Progress and Performance Reports provide dynamic charts for folders of your workspace. Quickly see how many tasks are completed or in progress, how specific team members have been performing, or what they have on their plate, and more. Pin performance reports right to your dashboard to easily access the information you care about most.

Work Schedules

Work Schedules help you better organize your team’s work schedules. Increase transparency by adding vacations, public holidays, and sick leaves all from one place.

Salesforce Integration

Facilitate communication between your team’s Salesforce users and Wrike users by taking advantage of Wrike’s Salesforce integration. Wrike’s Salesforce widget displays and syncs with corresponding Wrike tasks which means that each team can use the platform they’re most comfortable with but still remain on the same page about how tasks are progressing.

Folder and Project Permissions

Advanced folder and project permission settings allow you to control what different users or user groups can do within a shared folder or project.

Branded Workspace

Align the look and feel of your Wrike workspace by creating a branded workspace on Wrike. You will be able to replace the Wrike logo with your own and brand immediate email notifications from Wrike about work updates.

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