How to Use Wrike to Manage Your Projects Like a Pro

How to Use Wrike to Manage Your Projects Like a Pro

Project management can be a difficult and complicated task, particularly when dealing with numerous teams, deadlines, deliverables, and stakeholders. To successfully and efficiently plan, coordinate, and manage your job, you need project management software.

Wrike can help with that.

Wrike is a flexible and powerful project management tool that lets you personalise and streamline your workflows, work together and interact with your team in real-time, integrate with your preferred tools and apps, and monitor and evaluate the progress and outcomes of your projects.

You will discover everything there is to know about Wrike and how it can help you advance your project management in this blog article. You will learn:

• Why use Wrike for project management?
• 5 simple ways to get started with Wrike
• How to enhance your Wrike experience with extra tools and assistance?

You will be able to decide by the conclusion of this article whether Wrike is the best project management tool for you and your company.

In order to learn more about Wrike, let's plunge right in!

Why Use Wrike as Your Project Management Software?

You might want to consider Wrike if you're searching for project management software that will make managing your projects simple and effective.

Wrike is a cloud-based project management tool that provides a number of features and advantages that can help you get past some of the difficulties and pain spots that teams and project managers frequently experience when managing their work.

Wrike is a good project management tool for a number of factors, some of which are listed below👇:

• Customizable and flexible workflows: You can design and personalise your own workflows using Wrike to meet your unique requirements and tastes. You can select from a variety of templates or start from zero and make your own. Your processes can also be modified and adjusted as your project develops. By doing this, you can make sure that your project is consistently in line with your objectives and standards.
• Real-time collaboration and communication: You can collaborate and communicate in real-time with your team and stakeholders using Wrike. Comments and @mentions can be used to exchange thoughts, suggestions, and updates. To participate in real-time conversations and gatherings, you can also use chat and video conferencing. Additionally, you can access the files and documents you attach to your tasks and projects from any location. By doing so, you can ensure that everyone is on the same page and prevent misunderstandings and uncertainty.
• Seamless integration with other tools and apps: Over 400 popular and used tools and applications, including Gmail, Outlook, Slack, Zoom, Google Drive, Dropbox, Salesforce, and more, are integrated with Wrike. Additionally, you can build your own unique connections using Wrike's API. By streamlining your routines and procedures in this manner, you can avoid navigating between various platforms and systems.
• Advanced reporting and analytics: With the aid of Wrike's robust and perceptive reporting and analytics tools, you can monitor and evaluate the success of your projects. Dashboards and widgets can be used to track and display the metrics and data for your projects. Reports and charts can also be used to compare and assess the outcomes of your projects. Your reports and dashboards can be exported and distributed to your team and clients. By doing so, you can make data-driven choices and raise the calibre and effectiveness of your projects.
• Security and reliability: Your data and information are secure and protected by Wrike. Your data is protected by Wrike using encryption, authentication, backup, and recovery techniques to stop loss and unauthorised access. Additionally, Wrike complies with a number of industry standards and laws, including GDPR, HIPAA, SOC 2, and others. Additionally, Wrike promises a 99.9% uptime and availability, allowing you to access and use your project management tool whenever and wherever you like.

These are a few of the Wrike features and advantages that make it an excellent project management tool for any company or organisation. Numerous companies and organisations, including Google, Airbnb, L'Oreal, Hootsuite, and others, have benefited from Wrike's assistance in reaching their objectives and increasing productivity and efficiency.

You can sign up for a free trial or a demo of Wrike to try it out and see how it can assist you with your project management.

How to Get Started with Wrike in 5 Easy Steps

Wrike is an effective project management tool that makes it simple for you to plan, manage, and complete your projects. Wrike can assist you in streamlining your workflows, improving collaboration with your stakeholders, and delivering high-quality results on time and on budget whether you work on a small team or in a large organisation.

But how do you get started with Wrike? How do you set up your projects, tasks, and folders? How do you make the most of Wrike's features and tools to improve the efficiency of your projects? How can Wrike be incorporated with your preferred tools and applications? 

In this blog post, we'll walk you through the first five simple steps of using Wrike. You can create your first project, personalise your workspace, and use Wrike's features to manage your projects like a pro by following these instructions.

Step 1: Sign up for Wrike

To begin using Wrike, you must first join up for a free trial or a paid plan. A free plan for up to five users, a professional plan for a maximum of 15 users, a business plan for as many as 200 users, and an enterprise plan for unlimited users are all available through Wrike. On Wrike's website, you can contrast the features and costs of each plan.

You must enter your name, email address, business name, and phone number in order to join up for Wrike. Additionally, you can register using a Google, Microsoft, or Apple account. A confirmation email with a code to activate your account and access your Wrike workspace will be sent to you after you join up.

Step 2: Create your first project

Creating your first project is the second step in using Wrike. One of the fundamental ways to arrange and control your workflow in Wrike is through projects. You can make a project in your workspace for each of your major assignments, then divide each project into individual tasks and subtasks.

You can choose "Project" from the drop-down menu by clicking the green plus sign in the top right corner of your workspace. In the navigation panel on the left, you can also right-click on any folder or empty space and choose "Create project" from the context menu.

You must give a project a name, a description, a start and end date, and a project owner when you create one. Depending on how you want to visualize your project data, you can also select a project view from a list, board, table, timeline, or Gantt chart. By selecting one of the icons at the top of your project screen, you can change the project view at any time.

Step 3: Add tasks and folders

Adding tasks and folders to your project is the third stage in the Wrike setup process. The fundamental units of your project are tasks, which stand in for the particular actions or outputs you must produce. Your tasks can be grouped and organised using folders by different categories like phases, departments, clients, or topics.

You can choose "Task" from the drop-down menu by clicking the green plus sign in the top right corner of your project screen. Alternatively, you can press the "N" key on your keyboard or click the "New task" button at the bottom of your project screen. By dragging and dropping an email, a file, or a link into your project screen, you can also make a task.

You must give each assignment a name, a description, a due date, and an assignee when you add one. By clicking on the task and opening the task panel on the right-hand side, you can also add additional information, such as priority, status, dependencies, attachments, comments, or custom fields.

You can add a folder by clicking the green plus sign in the workspace's upper right corner and choosing "Folder" from the drop-down menu. Additionally, you can choose "Create folder" from the context menu by right-clicking on any project, folder, or space in the navigation window.

You must give a folder a name and a description when you add it. By clicking on the folder and bringing up the folder window on the right-hand side, you can also add additional information, such as colour, tags, or sharing preferences.

To alter their hierarchy or structure, you can drag and drop tasks and folders into various workspace locations or use the "Move to" option in the task or folder panel. By indenting tasks and folders beneath their parent items, you can also create subtasks and subfolders.

Step 4: Customize your workspace

Customizing your workspace to meet your needs and preferences is the fourth step in the Wrike setup process. Wrike provides a range of tools and features that enable you to customise your workspace and improve your productivity.

Some of the ways you can customize your workspace are:

• Establish a project control centre using Wrike spaces. The most advanced level of organisation in Wrike is spaces, which let you designate specific areas for various teams, departments, or tasks. Spaces let you centrally store and easily access all of your pertinent projects, folders, tasks, dashboards, calendars, and reports. You can use spaces to collaborate with your team members and outside partners as well as to manage who has access to and can see your data.
• Use Wrike dashboards to monitor your project progress and performance. Dashboards are views that you can customise to show your project data in different tools, like charts, tables, lists, or timelines. Dashboards can be used to monitor important metrics like job status, workload, budget, time, or quality. Dashboards can also be used to quickly assess the status, risks, and problems of your project and to carry out your duties.
• Use Wrike gantt charts to see and manage your project timelines and dependencies. Gantt charts are diagrams of your project's schedule that display the beginning and ending dates, lengths, and dependencies of your tasks. Gantt charts can be used to plan and modify the resources, milestones, and scope of your project as well as to find and fix any conflicts or delays. Gantt charts can also be used to inform stakeholders about the project's goals and deliverables.
• To link Wrike with your preferred tools and platforms, use the apps and integrations available. Numerous well-known programmes and platforms, including Gmail, Outlook, Slack, Zoom, Google Drive, Dropbox, Salesforce, Jira, and others, are integrated with Wrike. To synchronise data, automate workflows, and improve communication and collaboration across various systems and platforms, use Wrike integrations and apps.

Step 5: Collaborate and communicate with your team and stakeholders

Working collaboratively and communicating with your team and stakeholders is the fifth and final stage to getting started with Wrike. Wrike is made to make teamwork and collaboration easier, as well as to keep everyone on the same page and focused on the aims of your project.

Some of the ways you can collaborate and communicate with Wrike are:

• To exchange feedback and updates on your assignments and projects, use Wrike comments and mentions. You can add messages called "comments" to any assignment, folder, project, or space. Comments let you communicate with other team members and stakeholders. You can use mentions, which are tags, to alert or address particular users or groups in your remarks. You can use questions, responses, requests for approvals, compliments, and problem reports in comments and mentions on your tasks and projects.
• To evaluate and accept the project deliverables, use Wrike proofing and approvals. You can annotate and remark on your files and documents using the proofing and approvals features, as well as request and grant approval for the project deliverables. Proofing and approvals can be used to ensure that your project deliverables satisfy your standards and expectations for quality as well as to cooperate on your creative work, such as photos, videos, or PDFs.
• Share your project insights and outcomes using Wrike reports and analytics. You can build and generate data-driven reports and charts on the progress and results of your projects using the features of reports and analytics. Reports and analytics can be used to gauge and assess the success of your project using metrics like completion rate, time spent, money spent, or client satisfaction. Reports and analytics can be used to honour your successes and lessons learned as well as to share insights and project results with your team and stakeholders.

How to Use Wrike to Manage Your Projects Like a Pro

You can organise, plan, and manage your work with the assistance of Wrike, a potent project management tool. Wrike can assist you in streamlining your workflow, collaborating with your team, and tracking your progress whether you are working on a minor project or a significant undertaking.

🤔But how do you use Wrike effectively to achieve your goals? To help you use Wrike like a pro, consider the following guidelines and recommendations:

• Start with a clear vision and scope for your project. Specify your goals, deliverables, deadlines, and achievement parameters. You can design a project plan that works for you using Wrike's models.
• Create a new space, folder, or project in Wrike to organize your work. The most advanced level of organisation in Wrike is the space, where you can combine related projects and folders. Your projects and assignments are stored in folders, where you can use custom fields, statuses, and workflows. Projects are groups of tasks with a shared objective, start and end dates, and an assigned owner.
• Add tasks to your project and assign them to your team members. Your project's tasks serve as the foundational pieces, to which you can add information such as details, attachments, notes, subtasks, dependencies, and more. Tasks can also serve as goals or a reminder for subsequent actions.
• Use Wrike’s views to visualize your project and track your progress. Wrike provides a variety of views, including List, Board, Table, Timeline, Gantt Chart, and more, to accommodate your preferences and requirements. To track the progress and status of your project, you can also build dashboards and reports.
• Collaborate with your team and stakeholders using Wrike’s communication and integration features. You can make and update tasks directly from your inbox using Wrike's email integration, chat, and @mentions, which let you loop in collaborators and receive input from them. Additionally, Wrike can be integrated with other applications you use, including Google Docs, Slack, Zoom, and others.
• Review and adjust your project as needed. With Wrike, you can quickly modify your project by adding or removing tasks, altering due dates, objectives, or statuses, or moving tasks between projects or folders. The version past and undo/redo functions in Wrike can also be used to recover earlier iterations of your project.

By following these steps, you can use Wrike to manage your projects like a pro and achieve best results every time .

Wrike Pricing: How Much Does It Cost and Is It Worth It?

You can organize, plan, and manage your job with the aid of Wrike, a project management tool. It provides a range of features and integrations, including task management, collaboration, workflow automation, reporting, and more, to accommodate different needs and preferences.

What is the price of Wrike, and is it worthwhile? We will examine and contrast Wrike's pricing plans in this piece to aid you in selecting the one that is most suitable for you.

Wrike’s Pricing Plans

Wrike offers 5 pricing plans: Free, Professional, Business, Enterprise, and Marketing. Each plan has different features, user limits, and storage capacities. Here is a brief overview of each plan:

• Free: Small teams with up to 5 people who want to test out Wrike's essential features, like task management, file sharing, and a real-time activity stream, should choose this plan. 2GB of storage are provided as part of this free option.
• Professional: Teams of up to 15 people who require more sophisticated features, such as project planning, Gantt charts, time tracking, and integrations with widely used programmes like Google Drive, Dropbox, and Slack, should choose this plan. This plan comes with 5GB of storage capacity and costs $9.80 per user per month.
• Business: This plan is intended for organisations of up to 200 people who need more customization and control, including user groups, custom fields, dashboards, reports, and workflows. This plan also includes advanced integrations with tools like Salesforce, Adobe Creative Cloud, and Microsoft Power BI. This plan comes with 50GB of storage capacity and costs $24.80 per user per month.
• Enterprise: With features like single sign-on, two-factor authentication, password policies, audit reports, and dedicated account managers, this plan is designed for big companies that require the highest level of security, scalability, and support. Additionally, advanced integrations with tools like Jira, Tableau, and Workday are included in this plan in addition to all the benefits of the Business plan. The cost of this plan, which contains 100GB of storage space, is available upon request.
• Marketing: The marketing teams who need to handle their campaigns, creative assets, and performance can use this plan, which includes features like image and PDF proofing, marketing performance insights, team usage and performance dashboard, budgeting and billable hour tracking, and bookings. Additionally, advanced integrations with tools like Marketo, HubSpot, and WordPress are included in this plan in addition to all the benefits of the Enterprise plan. This plan contains 15GB of storage space for each user and costs $34.60 per user per month.

Wrike’s Pricing Comparison

To help you compare Wrike’s pricing plans and decide which one is best for you, here are some questions to consider👇:

• 🤔How many users do you need? Use the Free plan if your company consists of no more than 5 people. You can select the Professional, Business, or Enterprise plan if your team consists of 15, 200 or more people. You can select the Marketing plan if your marketing team is any number.
• 🤔What features do you need? You can use the Free plan if you only require fundamental features, like task management, file sharing, and a real-time activity stream. The Professional plan is an option if you require more sophisticated tools like project planning, Gantt charts, time tracking, and integrations. You can choose the Business package if you require more control and modification, including custom fields, dashboards, reports, workflows, user groups, and permissions. You can choose the Enterprise plan if you require the highest degree of security, scalability, and support, including single sign-on, two-factor authentication, password policies, audit reports, and dedicated account managers. You should choose the Marketing plan if you need to handle your marketing campaigns, creative assets, and performance in areas like image and PDF proofing, marketing performance insights, team usage, and performance dashboards, as well as budgeting, billable hours, and bookings.
• 🤔What integrations do you need? Use the Free plan if no integrations are required. Choose the Professional package if you require integrations with well-known tools like Google Drive, Dropbox, and Slack. You can select the Business plan if you require integrations with softwares like Salesforce, Adobe Creative Cloud, and Microsoft Power BI. Choose the Enterprise plan if you require connections with softwares like Jira, Tableau, and Workday. You can choose the Marketing plan if you require integrations with apps like Marketo, HubSpot, and WordPress.

Final Verdict

We examined and compared Wrike's pricing plans in this piece to assist you in selecting the one that is most suitable for your needs. As we've seen, Wrike provides a variety of features, user restrictions, storage options, and integrations to accommodate various requirements and preferences.

Depending on the plan you select, Wrike's pricing plans vary from nothing to $34.60 per user per month. If your company is tiny (up to 5 users) and you only require the most basic features, you can use the Free plan. If you have a bigger team of up to 15 users and require more sophisticated features, you can select the Professional plan. If you have a staff of up to 200 users and require more customization and management, you can choose the Business plan. If your business is big and you require the highest level of security, scalability, and support, you can choose the Enterprise plan. If you have a marketing staff and need to handle your campaigns, creative assets, and performance, you can choose the marketing plan.

The payment options offered by Wrike are created to be cost-effective while also assisting you in more effectively organising, coordinating, and managing your work. A project management tool called Wrike enables you to produce more of your finest work.

Visit Wrike's website to join up for a free trial and learn more about the software's features. You can read more of our blog's posts on Wrike and project management there as well.

We hope you found this article to be educational and useful. Please make a comment in the section below if you have any queries or suggestions😁.

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