Hi guys! Artem here, a Customer Success Manager at Wrike! 👋 Hope you're having a fun and productive summer! 😎
So, you've decided to take the plunge and use Wrike as your collaborative project management tool. First of all, great to have you with us! We hope that your journey with Wrike is a fruitful one!
Every journey needs a first step, and that first step with Wrike is to create your first project and populate it with tasks.
How to create a Project:
in Wrike couldn't be easier. Once your account has been set up and ready to go, the first thing you'll want to do is create a project. You can do this by clicking on the green button with the white plus sign on the top menu.
When you've pressed this button, you will be given the option to create a project or a folder. To find out more about our folder capabilities, make sure to check out the Help Center article about them here
From here, you can already customize your project before it has even been created. You can set start and due dates, default views and who the project will be shared with. These attributes are all customizable at any time, so you can leave them at default if you want and it won't affect your project!
🔥 Hot Tip! 🔥
users and groups lets you collaborate on projects and tasks together. You can do this by @mentioning your colleague, or simply type '@followers' or '@assignees' and send them a message. Please note that @mentioning a user in the Comments section
also shares the task with the person you've @mentioned. The Comments section is available on tasks and projects to ensure collaborative work.
Next, you'll want to create some tasks
within the project. There are two ways that you can make these:
- Clicking the same button you used to create your project.
- Clicking the "new task" option in your project.
Your task, similar to your project, has a high level of customization to help suit your needs. Here you can choose;
- Start and due date.
- Who to share the task with.
- Add the description.
- Add comments and files.
🔥 Hot Tip! 🔥
You can also convert tasks to milestones
and assign their dependencies from this view. To learn more about how you can use dependencies to customize how you view your projects, click here
There you are, your first project! This is only scratching the surface of what Wrike can provide for you and your business. To learn more about Wrike and all of its features, make sure to check out our Best Practices forum
here. If you have any questions, make sure to check out our Help Centre articles
or to post a comment under this article and one of our Community members will be sure to help you!