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Step 1: Getting Settled

Wrike Overview

Wrike is an online work collaboration solution that helps teams achieve better work results faster.

With Wrike you can manage your work more efficiently:

  • Focus on the most important work.
  • Get a single hub for your work, including tasks, files, and discussions.
  • Spend less time on emails and meetings.

In this video, you’ll get a quick overview of Wrike navigation and key features.

Wrike’s Building Blocks

Spaces, tasks, folders, and projects: These are the building blocks of Wrike.

  • Tasks are the actionable items you need to complete; they’re where you communicate, brainstorm, and work.
  • Folders and projects are ways to organize your tasks.
  • Projects have due dates, owners, and goals while folders are used to structure work items and tag them.
  • Spaces are larger buckets to store all work items related to one team or client.

Navigation in Wrike

Views (List, Table, Board, Stream, Files, Gantt Chart) 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/space.

For example, the List view shows tasks in a list, the Table view is a spreadsheet view, and the Gantt Chart visualizes your project schedules. In each case, you’re looking at the same tasks but from different angles. Learn more tips on using work views.

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What You See in Wrike

What you see in Wrike may differ from what your teammates have in their workspace. The reason is that you have different work items shared with you. So if something isn’t shared with you, you can’t access it. However, once something is shared with you, it appears in your workspace, and you can then view and search for it. Read more details on how sharing works.

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While sharing information gives you access to work items, following allows you to receive notifications related to those items. You will automatically follow a task when you’re @mentioned or assigned to it.

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Filters 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 completed tasks, tasks assigned to a certain person, or tasks 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.

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Setting up Your Profile

A personalized and up-to-date profile adds a personal touch to online collaboration.
Customize these three things to update the look and feel of your workspace:

  1. Customize your profile: Upload your avatar, enter your job title, company name, and other information. Up-to-date profile information is vital for online team collaboration.
  2. Choose Workspace Theme. Black or white, leopard or safari – make Wrike fit your preferences. The chosen theme will be applied to your personal workspace only.
  3. Check out notification settings. By default, all email and product notifications are turned on. You can edit them so you only receive emails for the changes you want to track. If you’re new to Wrike, we recommend you leave the default settings and get back to fine-tuning notifications after a couple of weeks.

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