Tutorial Video
Navigation
Welcome to the Wrike workspace!
We’ll show you around and help you get comfortable using it.
It all starts with the My Home Page.
Think of it as a navigation center for your work.
It helps you identify and quickly access the work important to you.
Here you’ll see notifications about your latest @mentions and new assignments in the Inbox widget,
shortcuts to your work in the center panel, and quick links to smart folders
and tools in the right panel.
Let’s start with a section that contains all the Spaces you’re a member of.
A Space is a place that unites people, tools, and work assets under a theme.
Let's click the "Marketing" space to explore it.
The left navigation panel shows items related to this space.
Here you can find tools like dashboards for monitoring work progress and calendars.
Below, you’ll see a list of folders and projects.
Projects have a small clipboard icon near their names
so it’s easy to distinguish them from folders.
Folders are buckets to organize and categorize work in your spaces.
For example, the “Events” folder contains all the projects the team is working on: upcoming
conferences, tradeshows, and other planned events.
Click Show spaces at the bottom of the panel to see all the Spaces you’re a member of
and quickly navigate them.
Let’s select the “Annual Conference” project.
It consists of a list of tasks, or actionable items,
that are required for completing the project.
The magic of Wrike is that you can see these tasks in different ways.
Just remember: we're looking at the same “Annual Conference” project.
The only difference is how the information is displayed.
List is the default view for this project.
Use it to get a quick overview of tasks and access task details.
Board is an excellent view for teams using Agile methodologies.
It lets you track tasks as they progress through workflow stages.
Table is the favorite view of many Wrike users.
It shows all the tasks in a spreadsheet format so you can easily manage task details.
Use Gantt chart when you need to visualize your project plan with all its dependencies
and milestones.
The other views available depend on your subscription level.
For each project, you can choose a default view that is best suited to it.
Let’s go back to the List view.
You can use view settings to determine what you see in a folder or a project.
Use filters to view your tasks by status, assignee, and other criteria.
You can also sort your tasks by priority, date, and other options.
If you click on any task, you’ll see more details in the task panel.
All the main info on the task is here: status, assignee, and due date.
This tag shows that the task belongs to the “Annual Conference” project.
The task description provides context.
Several people can edit it simultaneously.
Below the description, you’ll see all the files attached to the task
as well as discussions about the task itself.
As you can see, task details are organized and easy to access.
Use @mentions to loop specific team members into the discussion.
All @mentions will land in their Inbox.
If you need to work with this project on a regular basis, you can pin it to your homepage.
If we go back to the homepage, we’ll see the Annual Conference in the Pinned section
so you can easily access it anytime.
You can also pin folders you visit often or the monitoring and reporting tools of your choice.
We’d recommend pinning only those items that matter most to you.
While the Pinned section contains items that you selected manually,
the Recent section is filled automatically based on your past activity.
The My Home page includes two important items for personal task management.
The first one is the Inbox widget, which helps you keep track of recent updates
and react to them promptly.
The second is a link to your My To-Do smart folder.
My To-Do aggregates all the tasks assigned to you or that require your attention.
It’s a great tool to prioritize your work and plan your day.
You can also access My To-Do and other tools by clicking this icon on the top panel.
You'll find the Wrike Assistant right next to it.
It contains all the help you need to do your best work,
including this video and other onboarding materials.
If you need to find a certain task, file, or user, use the search box.
It lets you quickly find work and view recently visited tasks.
We hope you’ve found this helpful!
Thanks for your time and have a productive day!