Wrike is a versatile project management application that allows you to operate in any project management style you desire. On the surface, Wrike is influenced by Kanban and Agile project management systems, in which activities advance through many phases of completion. But it can adapt to your needs by offering a variety of boards, basic lists, and spreadsheets, as well as the ability to convert between these various project management formats on the fly.
In this tutorial, we will explain how to utilize Wrike, covering all of its fundamental vocabulary, ideas, and features.
- Create a project
- Create a task
- Project Views
- Add, remove, and manage users
- Update task status
Wrike is free for up to five people with limited capabilities; premium subscriptions begin at $9.80 per user per month (paid yearly).
Glossary of Wrike Terms
Wrike typically adheres to traditional project management language, although there are a few exceptions when it comes to how particular phrases relate to Wrike.
Workspace. Your digital workspace is referred to as a workspace. This section of Wrike contains all of your projects, files, and tasks.
Project. In Wrike, a project is one of the fundamental methods to organize and manage your workflow. You may establish a project for each of your key assignments in your workspace and then divide that assignment into distinct tasks and subtasks.
Folder. If your Wrike workplace is a desk and each project is a binder, then folders are just folders within these binder-like projects. Folders are intended to provide greater organizational flexibility by allowing you to arrange similar tasks. Folders are not limited to projects; they may be established both within and without projects.
Task. Each task in Wrike is an actionable item.
The Wrike System
The Wrike system includes four primary components: tasks, projects, folders, and spaces. These are the “building blocks” of Wrike that will assist you in keeping track of your work.
Tasks (and subtasks)
These are Wrike’s primary actionable units. Tasks reflect the entirety of the job that you and your team must do.
Others merely create tasks for certain deliverables. Wrike’s customizable features make it easy to accommodate these various methods.
One of our favorite features of Wrike is the ability to establish a priority matrix to determine which jobs are time-sensitive and crucial. Create folders for each level of importance, and then move tasks from one folder to another when your priorities change. Create folders for each level of importance, and then move tasks from one folder to another when your priorities change.
Multiple tasks that contribute to a single campaign or significant project are contained inside the projects section. The features of a project include project status, owner or stakeholder, and deadline date. You may be wondering if the graphic designer has begun prototyping the infographic you require. A project makes it extremely simple to discover.
The little clipboard symbol that appears next to the project’s name in the sidebar navigation panel allows you to identify it quickly.
Folders are used for data organization. Similar to how you use file folders to organize your taxes and paper bills, Wrike’s folders make it easy to locate your projects and tasks. They are color-coded for immediate visibility, so you don’t lose time searching for the information you need.
You may add tasks to folders to centralize essential information. We advocate putting comparable jobs together for the most effective workflow possible. If you know that one stakeholder team frequently submits “emergency” requests at the last minute, you may create a folder for these projects and tasks to keep them apart from other projects or department folders.
Spaces are the most recent structural addition to Wrike. They enable businesses to define and administer each department. There are three distinct sorts of accessible spaces. The following are:
Personal Space: pre-defined workplaces that allow you to manage your own work. Because only you can view your Personal Space, it is an ideal location for storing private notes, documents, or work.
Public Space: a location for managing and organizing company-wide information. This is useful for internal messages, announcements, and other information that should be known by all workers and teams.
Private Space: Where teams, departments, and groups can organize and view their work. These are concealed from users who have not been invited by the space administrator.
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