Welcome to Wrike,
a place with infinite possibilities for teams to collaborate, automate, and accelerate
In this video, we'll show you how to get started with the world’s most powerful work management platform
Let's dive in!
Let’s start with Spaces
Each team in your organization can have its own Space in Wrike,
and set permissions to limit access to the Space
This keeps all your work private and secure
Here’s how to begin managing your work in Wrike using projects
Whether your team is working on launch campaigns, feature releases, or events -
they’re all projects
Projects are multi-step initiatives that have a clear goal, a responsible person, and a deadline
Creating a project in Wrike is a great way to organize, manage, and report on your team’s work
Each of your projects will have a list of tasks to be completed
Let's create a few tasks in this project
Next, we’ll assign and schedule the tasks,
so your team members know who is responsible for what and when it should be done
Create folders for additional structure in your Space
Use them to store relevant or similar projects
or for organizing tasks within your project
Every team and project is different,
but you’ll want to keep things consistent with specific references to your work
For this, Wrike speaks your language with custom fields
Here’s an example budgeting project
We’ll add budget fields to monitor actual versus planned fees and costs
We can input a “calculated” field which reflects values automatically in real time
Use Wrike’s "customizable views" to fit your unique work style
You can review your project schedule on a visual timeline called a Gantt chart
Connect tasks with dependencies to easily spot any task conflicts
If tasks are planned incorrectly, they will be rescheduled automatically when a dependency is added
The beauty of the Gantt chart is that you can adjust the schedule of your entire project with just a few clicks
Teams that use an Agile methodology may prefer the "Board view,"
which shows tasks as tiles on boards grouped by status so you can track progress according to your workflow
Statuses can be customized to reflect exactly how your team works
And ‘Board view’ provides easy access to these settings
Move tasks between stages with ease,
quickly identify team bottlenecks, and make better decisions to move your work forward
When you decide which view suits you best, set it as the default for each project
Now you know how to create a project, but you don't want to fill it with work manually every time
If your team receives a lot of similar requests,
you can streamline work intake with Wrike Request Forms
Let’s set one up for the IT Helpdesk Team
You can make your request form external if you would like users to access your form outside of Wrike,
like on your website homepage
Request forms ensure that all relevant request details are included,
enabling your help desk team to begin addressing the issue as soon as possible
Request forms automatically capture, assign, and schedule work
Have you received a notification?
Let's see what it is
Your Inbox shows notifications about new tasks assigned to you, @mentions, and any other
important updates, so nothing falls through the cracks
This is a question from Roger, the designer
He wants approval on an advertising poster he's been working on
You don’t want to hold him up, so let’s answer right now
Roger will receive a notification in his inbox
The approval made through the "Proofing and Approval" feature allows you to easily set up
an effective reviewing process, not only for images, but for documents, HTML assets, and videos too
Move the work of your Creative team forward,
make instant reviews and approvals, and publish assets faster
While here, let’s take a closer look at this task
Put your description here and edit it at the same time as other team members
Give a detailed description of everything you need to work on within the task and attach all related files
Everything is in one place and up to date, helping to reduce unnecessary communication
Wow, the work is in full swing!
Your team has grown, and Wrike grows with you at scale
Wrike has many tools to keep collaborative work more transparent and efficient for big teams
Let’s set up a dashboard so you can view everything your team is currently working on at a glance
Dashboards are the most flexible way to get visibility into work across teams, projects, and statuses
Here’s the team and the tasks from all projects currently assigned to them, organized by status
You can use dashboards like this in daily meetings
How do you decide if you can take on a new project right now?
Who should manage it?
Let’s look at the team workload in the resource management tool
Resource management tools make it easy to compare and visualize resource availability
against current and incoming pipelines
As you can see, Peter has the capacity to take on the task, so let’s assign it to him
We can also see that Jane is overloaded with tasks
We need to save her from burnout!
We know how hard it is to collect status updates when there are multiple projects
running for different clients across several teams
It's time to stop wasting time checking in
But how?
We can create a report for that
It will quickly gather and display the up-to-date data you need from your tasks and projects
Wrike reports are flexible and you can customize them for any of your needs
With Wrike’s Enterprise subscription, you can build advanced analytics reports
Gold standard data visualization with rich tuning capabilities enables the most meaningful insights for your team
Let Wrike reduce and automate your repetitive manual work even further
Eliminate mundane tasks with our powerful Automation Engine
Want to ensure important work is not missed?
Let Wrike remind you!
Tired of manual task assignment?
Automate it!
Need to reduce the administrative burden of archiving completed work?
Wrike can take care of it
Wrike’s many automation tools can help speed up processes and reduce human error
If you find it difficult or time-consuming to plan for risks,
Wrike’s Artificial Intelligence can calculate your risks by many factors,
such as project complexity, task activity, or the owner’s previous project history
Risk management has never been easier with Wrike's intelligence!
You can also integrate Wrike with almost any tool
Enter the data once and connect it to multiple applications you already use,
such as messaging apps, CRM, marketing, accounting, or HR
Stay in touch with your team and get instant responses using Wrike mobile applications,
available for iOS and Android devices
Thanks for watching!
Now, go ahead and explore what Wrike can do for you