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Business Plus

Overview

The Business Plus plan is available from 7/1/2021.

Wrike Business Plus accounts are ideal for teams that want (or need) customization options. On Business Plus 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.

You can see a comparison of exactly what’s included in different Wrike accounts here.

Tip

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 should ask their account admin.

Features

Business Plus accounts have all the basic Wrike features included in Free and Professional plans, as well as these more advanced features.

Custom fields and custom workflows

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.

Use 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 suits their needs.

Automation Engine

Wrike’s Automation Engine is a simple solution that helps reduce the degree of manual repetitive work, speed up processes, and minimize human error. Instead of handling all the work by yourself, you and your team can employ rule-based automation of various actions with tasks and projects.

Request forms

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

Blueprints

Blueprints let you manage your project, folder, and task templates and plan your work while keeping them separated from ongoing work. Use them when you have similar, recurring work items. Launching a blueprint means you can quickly create a task, folder, or project with attributes you've already specified.

Calendars and Time Tracking

Wrike’s Business Plus features help you plan work and employee time efficiently.

Plan, view, and share work with scheduled tasks and keep information in context and up-to-date with Сalendars.

Personal and account-wide 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.

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

Reports and Analytics

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 with current data.

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 and what they have on their plates, and more. Pin performance reports to your dashboard to easily access the information you care about most.

In addition to Reports, 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.

Approvals and Proofing

Create automated, multi-stage/sequential approvals or initiate ad hoc approvals from a task or a project. Approvals can be requested from users in your Wrike account, or be sent as guest approvals for external parties.

During the approval process, users can take advantage of proofing to add comments directly to images, videos, PDF files, and Microsoft Office files attached to tasks, folders, and projects. A marker is added to the image or document each time you add a comment.

Resource Management

The Business Plus plan includes a comprehensive set of features, which allows you to plan work while taking into account the degree of effort required from individual employees or contractors.

Effort is a task attribute that shows how much time is required to complete a task. It can be different from duration, which indicates the time period within which an assignee should complete the task.

Resources view is one of the views in Wrike that you can open folders, projects, and Spaces in. Resources view is similar to Workload charts because it provides you with an overview of users' effort allocation.

Similar to Resource view, Workload charts to manage your team members’ capacity, prioritize tasks based on their capacity, and plan work allocation.

Timesheets provide a quick overview of tasks you worked on during a given week and the time you spent working on them. You can also add and delete time entries directly from Timesheets and view other users' timesheets.

Integrations

As well as the standard integrations available to Free and Professional users, Business Plus users have access to Wrike’s integrations for Salesforce and Adobe Creative Cloud.

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 and still remain on the same page about how tasks are progressing.

Use Wrike’s Adobe Creative Cloud Integration to work with Wrike tasks from within Adobe Creative Cloud (e.g., Photoshop, Illustrator, InDesign, and Premier Pro) and link Adobe file attachments with Wrike tasks.

Control your workspace

Access roles allow advanced folder and project permission settings so you can control what different users or user groups can do within a shared folder or project.

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

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