Step 2: Learning the Fundamentals

Now that you've learned the basics of navigating your Wrike account, let's look at how you can use it to start organizing your work.

Spaces, folders, projects, and tasks are Wrike’s building blocks. Use them to organize work, keep track of action items, and collaborate with your team.

Tasks

Tasks in Wrike are ideal for short-term or single-step items that you want to visualize as part of a larger goal.

Projects

Projects are multi-step initiatives with a clear goal and a due date. Use projects when you need to track the status of the project as a whole, not only individual tasks.

Folders

Folders are ideal for grouping related tasks or projects, such as by region or type of work (like you store files on your computer).

Spaces

Spaces provide top-level grouping for your work items (tasks, projects, and folders), such as by team, client, or project type. They make it simple to group and navigate between diverse items that are used within the same team.

Views (List, Table, Board, etc.) 1 are the different options for how you see tasks within a folder, project, or space. The view options appear after you click on a folder, project, or space.

For example, the List view shows tasks in a list, the Table view is a spreadsheet view, and the Gantt Chart visualizes project schedules. In each case, you’re looking at the same tasks within a different viewing structure.

Filters 2 determine which tasks you see. By default, you only see Active tasks, but you can change your filters at any time. For example, you can set your filters to see tasks that are completed, assigned to a certain person, and scheduled for this week. You can slice and dice your data exactly the way you need by applying several filters and saving the selected configuration as a preset. There are a lot of filter options, and if you can’t find a task in a list, it’s always good to check which filters are applied.

Wrike views

Wrike views provide users with the ability to customize, filter, sort, and save view settings to display the right workspaces for you and your team. Wrike views consist of Primary and Custom views.

Primary views

You can configure a set of specific views for every project, folder, and space and make them visible to your teams with Primary views.

Custom views

Custom views allow you to create and save multiple views tailored to a specific objective or work view. You can save view settings, such as filters and sorting, and share them with the team without duplicating effort.

These are the core functionalities which you will find throughout your Wrike account. Familiarize yourself with them to get more from your workspace.