Wrike for Project Management

Day 1: Introduction to Wrike

This section presents the basics of Wrike. No previous knowledge of the platform is required.

Once you've got your Wrike account ready, it's time to learn the features of the platform.

Part 1: Getting Started

You need a Wrike account to start using it, but there's no need to download and install a program on your computer. Wrike runs on your browser, and after creating your account, you're good to go. It's also possible to download iOS or Android applications for a better experience on your mobile device. And of course you can still use Wrike through the browser on your mobile device.

1. Setting up your Wrike.com account
2. Reviewing account plans and comparing features
3. Downloading mobile versions for iOS and Android
4. Exercise 1: Sign up for wrike.com.
5. Exercise 2: Download the IOS or Android version.

Part 2: Interface and Key Elements

This section aims to get you familiar with Wrike's user interface and the key terms and elements of Wrike.

1. Spaces
2. Key terms (stream, dashboards, calendars, reports, timesheets, workload)
3. Inside your space:
   1. Project and folders
   2. Tasks and actionable items
4. Creating a task and various subtasks
5. Exercise 3: Create a project with two tasks and five subtasks.

Part 3: Managing Projects With Wrike

The basics of managing a project with Wrike starts with adding tasks, creating a schedule, and adding dependencies between these tasks. You can also add new team members and assign them tasks.

1. Scheduling
2. Adding team members and resources
3. Assigning tasks
4. Adding dependencies
5. Exercise 4: Assign tasks to your resources and add dependencies.

Part 4: Custom Fields and Filters

It's possible to define custom fields specific to your project and requirements. You can also use these fields to filter and sort your views.

Wrike allows you to apply many filters to organize and streamline your project. You can filter according to status, task list, task type, importance level, or responsible person. You can also define custom fields and use them as filters. This is very helpful to create project-specific filtering.

1. Custom fields
2. Filtering, searching, and sorting
3. Exercise 5: Add a custom field and use it for filtering.

Day 2: Advanced Wrike Features

Once you've got Wrike up and running, what can you do with it? On Day 2, you'll get a chance to explore.

Part 5: Views

Views are important features of Wrike and can help give you an overview of your project. Different views will give you an overview with different focuses. For example, you have the chance to evaluate your project based on resources, schedule, or cost, which are three of the most important parts of project management.

1. Basic views:
   1. List view: provides a quick overview of tasks and details
   2. Board view: enables tracking tasks as they progress from active to in progress and then to completed
   3. Table view: shows task details in a spreadsheet format
   4. Gantt chart view: shows dependencies and milestones
2. Additional views:
   1. Files view: provides an overview of all related project-related or task-related files (documents)
   2. Stream view: shows the updates on a project or folder
   3. Timelog view: shows timelogs of a space, project, or folder based on timelog entries
   4. Analytics view: shows task related data in graphical form, updated regularly
3. Exercise 6: Change and manipulate views.

Part 6: Integrations

Being able to integrate with other applications and tools is an important feature of Wrike. The integrations are easy, and they help you convert your project management tool into a Swiss army knife with additional superpowers.

1. The power of integrations
2. Overview of integrations and popular examples
3. Exercise 7: Add an app or integration to your project to enhance your project management abilities.

Part 7: Use Cases

Like many other project management tools, Wrike has several use cases. This section will provide brief information about sample use cases where using Wrike will boost your productivity and overall team performance.

These can be simple scenarios where you'll use some features of Wrike, such as:

1. Resource tracking
2. Collaboration with remote workers
3. Task management

They can also be more complex scenarios, such as:

1. Portfolio management
2. Agency project management
3. Workflow management and automation

We'll check out these scenarios, and you'll learn which features of Wrike you'll need for each case.

1. Exercise 8: Analyze a sample scenario, and determine how to use Wrike for best performance.

Part 8: Conclusion

Is Wrike perfect? Sadly, it isn't—at least not yet. This section describes disadvantages of Wrike in comparison with similar project management tools. You'll also examine some examples of the best practices of advanced Wrike users.

1. Drawbacks of Wrike
   1. It's so customizable that there may be a steep learning curve for non-expert users.
   2. Some features are only available in some plans. Wrike has free, professional, business, enterprise, and pinnacle plans for different audiences—with different costs.
2. Comparison with other project management tools:
   1. Monday.com
   2. Basecamp
   3. Asana
3. Wrike best practices
   1. Tips to improve your Wrike experience

This Wrike training course is designed for those new to using the tool, no matter your domain or industry.

The types of teams that will find this course particularly useful include:

• Marketing Teams
• Agile Teams
• Software Development Teams
• HR Teams
• Sales Teams
• IT Teams
• Product Teams
• Design Teams

• Manage projects with Wrike
• Create a project with two tasks and five subtasks
• Add custom fields and use them for filtering
• Change and manipulate views
• Add an app or integration to your project to enhance your project management abilities
• Manage portfolios 
• Collaborate with remote workers
• Create workflows and deploy automation