Win a Wrike Discover Silver Certification valued at $299!

Help us to ensure you're getting the most out of Wrike by completing this short survey about your specific needs and you'll be in with a chance to win!*

Terms and Conditions

Close window Take the survey
All articles

Step 2: Learning the Fundamentals

Overview

Now that you've learned the basics of navigating your Wrike account, let's look at how you can use it to start organizing your work.

Wrike's building blocks

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.

Tasks

Tasks in Wrike are ideal for short-term or single-step items that you want to visualize as part of a larger goal.

Projects

Projects are multi-step initiatives with a clear goal and a due date. Use projects when you need to track the status of the project as a whole, not only individual tasks.

Folders

Folders are ideal for grouping related tasks or projects, such as by region or type of work (like you store files on your computer).

Note

Folders and projects can both be tagged for quick searching and easier navigation.

Spaces

Spaces provide top-level grouping for your work items (tasks, projects, and folders), such as by team, client, or project type. They make it simple to group and navigate between diverse items that are used within the same team.

Views in Wrike

Views (List, Table, Board, etc.) 1 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 within a different viewing structure.

Step_2-Views.png

Filters 2 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.

Step_2-Filters.png

View

Use it to

List view

  • View tasks, folders, and projects in a list format.

  • Open a task, folder, or project in its own panel to see details.

  • Mass edit tasks.

Board view

  • See tasks grouped by status on a Kanban-like board.

  • Use drag and drop to change task status.

  • View attachment thumbnails without clicking into tasks.

Table view

  • Manage data in a spreadsheet format to get a bird’s eye view of item attributes.

  • Add, edit, and remove custom fields to track metrics like budget, KPIs, or story points.

Gantt Chart

  • Visualize project schedules.

  • Reschedule tasks with drag and drop.

  • Create milestones and task dependencies.

  • Create and share a project snapshot.

Files view

  • Get an overview of all files attached to tasks in a space, folder, or project.

  • Sort or filter files to find what you need.

  • Open or download files.

Stream view

  • Track updates (new comments, reassigns, reschedules, etc,) related to tasks and subtasks, which are included in the selected space, project, or folder.

Analytics View

  • The Analytics View provides task-related data in easy to digest infographics.

  • Charts are automatically updated with the most recent data every 15 minutes, so you don’t have to worry about recreating reports or pulling new information.

Timelog View

  • Shows timelog entries for all tasks and subtasks within a particular folder, project, or space.

Wrike views

Wrike views provide users with the ability to customize, filter, sort, and save view settings to display the right workspaces for you and your team. Wrike views consist of Primary and Custom views.

Step_2-Wrike_Views.png

Primary views

You can configure a set of specific views for every project, folder, and space and make them visible to your teams with Primary views.

Custom views

Custom views allow you to create and save multiple views tailored to a specific objective or work view. You can save view settings, such as filters and sorting, and share them with the team without duplicating effort.

Wrike's core features and concepts

These are the core functionalities which you will find throughout your Wrike account. Familiarize yourself with them to get more from your workspace.

Feature

Used for

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 calendars

Time tracking

Monitoring time spent on tasks

Top