Learn Wrike - Project Management Software - Training Course

Create your Wrike account and start a free 14-day trial. Confirm your email, choose the recommended business plan, invite teammates later, and begin exploring the interface.

Explore the Wrike interface, starting with inbox, spaces, and projects, then learn how tasks, to-dos, and favorites organize work across teams.

Create Wrike spaces to organize projects by department, choosing private or public access for sensitive work, and set access levels such as full, limited, or read-only for IT projects.

Create your first project in the IT project space using the create button, name it Website Feedback Forum, assign an owner and dates, and adjust the workspace layout.

Create tasks and subtasks in Wrike, using blank tasks as sections to group business case, requirements, development, testing, and launch phases, and schedule by dates.

Create a company-wide folder structure in Wrike with a shared space, department folders (HR, Sales, IT), and project folders like the website feedback form to enable a scalable workflow.

Learn how to invite teammates to Wrike, assign tasks, and manage user licenses (regular, external, collaborator), while using email notifications and reminders for start dates and overdue tasks.

Learn how to schedule recurrent tasks in Wrike, choosing weekly frequency on Monday and Friday, setting start and end dates, and editing or deleting recurrences.

Create task dependencies in Wrike to link the business case creation to the requirements gathering, enabling quick sequencing and visibility of task relationships.

Master Wrike task options like approvals, time tracking with a timer, attachments, and status updates to streamline project management, set due dates and manage notifications to keep teams aligned.

Create custom fields in a table view by adding a new column and choosing a field type, such as currency, to track budgets across tasks, projects, and folders.

Discover how to search, sort, and filter tasks in Wrike, using status, assignee, due date, and budget filters, plus keyword search and sorting by date or priority.

Learn to create and customize Wrike reports using predefined templates or custom layouts to monitor tasks, time, and due dates, then save, share, or export results.

Explore the Gantt chart view in Wrike, learn to resize and move tasks, manage dependencies, update dates, and customize columns to better visualize and manage project timelines.

Explore the board view to organize project tasks by status, move sections from in progress to completed, and compare using sections versus listing tasks for effective workflow tracking.

Explore the table view to create custom fields, sort by date or priority, show active tasks, and export to Excel; switch between compact, standard, and full screen for focus.

Explore the files view in Wrike to manage attachments across hundreds of tasks, using drag-and-drop uploads, a green tick to send, and filters by date and size.

Explore the stream view in Wrike, an activity log of project events with filters for everything, items assigned to you, and conversations, showing the latest happenings at a glance.

Explore Wrike's Timelog view to see time logged by team members, learn how to start timers, add manual entries, and review total time across tasks.

Explore analytics view for a project dashboard showing task counts, unassigned and important tasks, milestones, and time tracking. Use performance and baseline charts to gain insights as the project progresses.

Thank you for completing the course and exploring Wrike features. Start your Wrike project, explore all views, and leave a review if useful.