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How To Use Wrike

  • Writer: Laura Vivoni
    Laura Vivoni
  • Jan 25, 2021
  • 2 min read

Many of you have already started using Wrike at work and some of you haven't yet. The goal of this article is to give you some tips on how to make the most out of Wrike, and also to provide basic Training Videos for those of us who have not started using Wrike yet.


Tips for Current Users:

When Creating a Task make sure it has the following:

  1. Specific Title - Make sure the title is very clear on what the task is.

  2. Clear Description - It is very important when working with teams to make a clear and concise description of what it is required in the task.

  3. Assign it to a Space - It is important to add the task to a Project, Folder or Space that way it can be easily organized.

  4. Add Assignee - An assignee is meant to be the person whose turn is it to work on the task. If more than one person is going to be working on a specific task, it may be good to add subtasks in order to split the work.

  5. Set a Date - The date can be a single date or a time frame. It is important to be realistic in assigning a date or time frame to a task. These are useful when organizing the work that you will be doing so that you can make the most of your day.

  6. Create a Dashboard that works for you - Many of us that are working with Wrike have a particular way that we like to see our tasks. Each person is different, so try to think on how do you want to split your work. Do you want to split it in Categories? Or on Daily Tasks? There are many ways to do it, so talk to your co-workers on how they are using their Dashboard and try to create something that is your own. Avoid trying to copy other people's Dashboards unless you feel that they have the perfect set up for you as well.

Getting Started With Wrike - Tools for New users.

Organize your work, streamline communications, and save time

Here are some short tutorials to help you get up and running:

  • Navigation ► Watch Video - Get to know your workspace.

  • Launching New Projects ► Watch Video - Learn how to initiate work in Wrike.

  • Collaboration and Execution ► Watch Video - Stay focused on the most important tasks and help your team accomplish more.

  • Advanced Features ► Watch Video - Automate your processes with request forms, custom workflows, reports, and more.

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