getting-started
Discussion List
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How to Schedule Tasks and Projects in Wrike
TL;DR: To schedule tasks and projects in Wrike, open the item and click the Date button (or Set date), then set a start date and due date. You can also drag items into place on the Gantt Chart or edit dates directly in Table view. Hey Community! 👋 One of the first things you'll want to do after creating work in Wrike is…
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4 Steps to Writing a Great Product Feedback Post! 🚀
TL;DR: Want to share Wrike feature suggestions and workspace ideas that spark great discussions? Follow this simple 4-step blueprint to write clear, impactful Product Feedback posts that resonate with fellow Wrikers and make your suggestions easy to discover! Hello Community! 👋 Got a great idea to make Wrike even better?…
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How to use project progress in Wrike
TL;DR: Project progress in Wrike automatically shows how far along a project is, as a percentage. Open your project, click Show more, select Set Progress, then pick a metric. Wrike calculates the rest for you. Hey Community! 👋 Earlier on, we touched on what a project is in Wrike and how to set one up. Now that you've got a…
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Find What You Need Faster & Help Others with Community Tags! 🏷️
TL;DR: Tags are descriptive keywords added to posts across the Wrike Community. They organize discussions by specific Wrike features and topics, making it easier for members to find relevant posts, for Community Admins to organize content, and for everyone to discover related conversations. Hello Community! 👋 Have you ever…
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How to share a task, folder, or project in Wrike
TL;DR: To share an item in Wrike, open it and click Share (in the top-right corner, or via the three-dot menu, or by right-clicking it in the sidebar), then add the people or groups you want and choose their access role. Sharing flows top-down: sharing a folder or project shares everything inside it too. Hey Community! 👋…
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How to upload a new file version for approval in Wrike
TL;DR: When a file needs another round of review, don't attach it as a brand new file. Right-click the existing attachment, select Upload new version, and choose your updated file. Wrike stacks all versions together, so approvers always see the latest one while older versions stay on record. Hey Community! 👋 In our last…
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How file approvals work in Wrike
TL;DR: File approvals in Wrike let you send a specific file out for review and collect sign-off right inside the task. Attach the file, check the box next to it, click Add to approval, add your approvers, set a due date, and click Start. Hey Community! 👋 In our earlier posts, we covered how approvals work on tasks. But…
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How to track pending approvals in Wrike
TL;DR: To track pending approvals in Wrike, check your Inbox for approval notifications, or filter tasks/projects by Approval Status = Pending and Approver = Current User in Table view or a Dashboard widget. Hey Community! 👋 In the last post, we covered how to create an approval in Wrike - walking through how to start one,…
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How to use approvals in Wrike
TL;DR: To get something approved in Wrike, open the task, folder, or project, click Approvals above the description, add your approvers, and click Start. Approvers get notified and can approve, reject, or request changes right from the item. Hey Community! 👋 If your team needs sign-off before work moves forward (like a…
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How to add comments and @mentions in Wrike
TL;DR: To add a comment in Wrike, open a task, project, or folder and type in the comment box in the Stream or Activity Stream. Use the @ symbol followed by a name to @mention someone and notify them directly . Hey Community! 👋 Comments and @mentions are how you communicate inside Wrike without leaving the task . Instead…
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How to follow a task in Wrike
TL;DR: Following a task in Wrike lets you track its progress and receive notifications about changes. Open the task, click the three-dot menu in the top-right corner, and select Follow. Hey Community! 👋 Ever needed to stay in the loop on a task you're not directly working on? That's exactly what the Follow feature is for.…
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How to Pin, Star, and Save Work for Quick Access in Wrike
TL;DR: Pin folders and projects to your sidebar for one-click access. For tasks, use Star or Add to My to-do to keep them within easy reach. Hey Community! 👋 When you're working across multiple spaces, projects, and tasks, finding the right item fast makes all the difference. Wrike gives you several ways to keep your most…
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What is the Inbox in Wrike?
TL;DR: The Inbox is Wrike's built-in notification center. It shows you real-time updates that need your attention, like new task assignments, @mentions , and items shared with you. Think of it as your daily starting point for catching up on what's new. Hey Community! 👋 If you've just started using Wrike, you've probably…
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Wrike Community Ranks – Updated! 🏆
TL;DR: We've updated our Community Ranks and perks! Progress from Newbie to Legend by contributing to the Community. Higher ranks unlock perks like Wrike Stars, Discover Certification Discounts, swag, and more. Check the tables below for full details. Hello Community! 🌳 The Wrike Community thrives because of you, and now…
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How to add subtasks in Wrike
TL;DR: You can create subtasks (subitems) in Wrike from Item view, Table view, or by highlighting text in a task description. Hey Community! 👋 If you're new to Wrike and wondering how to break a big task into smaller pieces, subtasks or subitems are exactly what you need. Let's walk through the different ways to create…
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How to attach files to a task in Wrike
TL;DR: You can attach files to any task in Wrike by dragging and dropping them, or by clicking the Add files button and choosing a source like your computer, Google Drive, OneDrive, and more. Hey Community! 👋 Great collaboration starts with easy access to the right files. In Wrike, you can attach design briefs,…
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How to add a description to a task in Wrike
TL;DR: To add a description to a task in Wrike, open the task in Item View and click into the description field below the task title. Start typing, and your changes save automatically in real time. Hey Community! 👋 One of the first things you'll want to do after creating a task, project or folder is give it some context.…
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How to create custom workflows in Wrike
TL;DR: On Business plans and higher, you can create custom workflows with statuses tailored to your team's process. Account admins can create account-wide workflows, and space admins can create space-level workflows. Once created, you can set a custom workflow as the default for any folder, project, or space. Hey…
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Community Kickstart: Drop a Quick Comment 💬
Hey Everyone! 👋 The Wrike Community is full of brilliant ideas, creative workarounds, and real-world solutions. Whether you’re looking for a better way to structure your folders, curious about how other teams handle intake requests, or just searching for everyday productivity tips, there is always an ongoing conversation…
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How to change task status in Wrike
TL;DR: You can change a task's status from Table view (right-click the task and select "Change status"), from Item view (click the Status dropdown), or from Board view (drag and drop the task to a different status column). Hey Community! 👋 One of the most important things you'll do in Wrike every day is update your task…
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How to set a due date in Wrike
TL;DR: To set a due date on a task in Wrike, open the task, click the Date field, and select your due date from the calendar. You can also set dates directly from Table view or the Gantt Chart. Hey Community! 👋 Every task needs a deadline. Setting a due date in Wrike makes sure your work shows up on calendars, dashboards,…
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How to assign a task in Wrike
TL;DR: To assign a task in Wrike, open the task, click the Assignee button, and select a team member (or yourself). The assignee gets notified automatically, and the task appears in their My To-Do list. Hey Community! 👋 Assigning tasks is one of the very first things you'll do in Wrike, whether you're handing off work to a…
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How to search in Wrike
TL;DR: Click the Search icon in the sidebar (or press Cmd + K on Mac / Ctrl + K on Windows) to find tasks, projects, folders, files, comments, and more across your entire Wrike workspace. Hey Community! 👋 If you've ever thought, "I know that task is somewhere in Wrike," this post is for you. Wrike's workspace search is one…
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What is a Task in Wrike?
TL;DR: A task in Wrike is an individual action item (like an item on a to-do list) that tracks work that needs to be completed. Tasks are one of the main building blocks in Wrike, alongside folders, projects, and spaces. Hey Community! 👋 Work in Wrike is made up of smaller action items called tasks. They can live inside…
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What is a Project in Wrike?
TL;DR: A project in Wrike is a container that helps you organize, manage, and report on a group of related tasks working toward a larger goal. It comes with its own status, start and end dates, owner, and progress tracking. Hey Community! 👋 If you've just started exploring Wrike, chances are you've already come across the…
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What is a Folder in Wrike?
TL;DR : A folder in Wrike is a basic organizational item used to group and contain related tasks, projects, and information within a Space. Unlike projects and tasks, folders are not actionable items. They simply help you structure your workspace so everything is easy to find. Hey Community! 👋 If you're setting up your…
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What is a Space in Wrike?
TL;DR: A Space in Wrike is the top-level grouping for organizing all your team's work. It acts as a hub that holds your folders, projects, and tasks, helping you structure your workspace by team, department, client, or any way that fits your organization. Hey Community! 👋 If you're just getting started with Wrike, one of…
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How Wrike Is Structured: Spaces, Folders, Projects, and Tasks
TL;DR: Wrike is organized using four building blocks: Spaces (top-level grouping), Folders (containers for organization), Projects (goal-driven initiatives), and Tasks (individual action items). Understanding this structure is the first step to keeping your work organized. Hey Community! 👋 New to Wrike and wondering where…