How to Use Wrike for Project Management

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Here’s a step-by-step guide on how to use Wrike for project management, whether you're handling marketing campaigns, software development, or general operations.

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1. Begin by exploring your first workspace, where all your projects and team collaboration happen.
2. Inside each space, create 'Projects' and 'Folders' for different initiatives or categories.
3. Set up your first task to start breaking down project deliverables.
4. Break down complex work with subtasks for better progress tracking.
5. Create a subtask to manage specific components of the email client.
6. Delegate responsibilities to team members for clear ownership.
7. Confirm task details to notify assignees and update your project plan.
8. Sort your task view by date to visualize upcoming deadlines.
9. Expand your project with additional tasks for comprehensive coverage.
10. Customize task details to match your team's specific workflow needs.
11. Add another task to build out your complete project roadmap.
12. View all tasks to get a comprehensive overview of your project status.
13. Switch to 'Gantt chart' view to visualize project timelines and dependencies.
14. Adjust timeline dependencies to optimize your project schedule.
15. Incorporate comments to facilitate discussion and feedback on deliverables.
16. Click 'Send' to share your update to keep stakeholders informed of project progress.
17. Mention specific users to ensure they're notified about this update.
18. Click 'Add files' to attach relevant documents to provide context and resources.
19. Click 'Share' to share project progress with clients for transparent communication.
20. Generate a shareable link for quick project access across teams and click 'Copy link'.