Quick summary
Wrike is a project management platform that lets teams organize work into spaces, projects, and tasks with built-in tools for assignment, scheduling, and collaboration. This walkthrough covers everything from creating your first task to sharing progress with clients using Gantt charts and comments.
Steps
- Open your first workspace to access all your projects and team collaboration in one place.
- Inside the space, create Projects and Folders to organize different initiatives or categories.
- Set up your first task to start breaking down project deliverables.
- Use Add subitem to break complex work into subtasks for better progress tracking.
- Create a subtask to manage specific components of a project, such as an email client.
- Assign team members to tasks to establish clear ownership and responsibility.
- Click Save to confirm task details, notify assignees, and update your project plan.
- Sort tasks by Date to visualize upcoming deadlines across your project.
- Click + Item to expand your project with additional tasks for comprehensive coverage.
- Customize task details to match your team's specific workflow needs.
- Add another task using + Item to build out your complete project roadmap.
- Click All to view every task and get a full overview of your project status.
- Switch to Gantt chart view to visualize project timelines and task dependencies.
- Adjust timeline dependencies directly on the Gantt chart to optimize your project schedule.
- Add comments to tasks to facilitate discussion and collect feedback on deliverables.
- Click Send to post your comment and keep stakeholders informed of project progress.
- Mention specific users in comments to ensure they receive targeted notifications.
- Click Add files to attach relevant documents and provide context for your team.
- Click Share to send a project progress link to clients for transparent communication.
- Click Copy link to generate a shareable project link for quick access across teams.
