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 1. Wrike Help Center
 2. Learn the Basics
 3. Spaces

All articles
Get Started With Wrike
Getting Started Guide
Step 1: Settling In
Step 2: Learning the Fundamentals
Step 3: Prepping the Workspace (For Account Managers)
Step 4: Onboarding Your Team (For Account Managers)
Step 5: Start Working and Collaborate
Step 6: Monitoring Work and Building Up Success
Step 7: Working From Home Productively
Supported Browsers
Learn the Basics
Navigation
My Home Page
My To-Do
Created by Me
Shared With Me
Starred Tasks
Wrike Views
Keyboard Shortcuts
Profile Settings
Editing Your Profile
Adding a Profile Picture
Changing Your Workspace Theme
Editing Your Time and Date Settings
Changing Your Language Settings
Changing Your Password
Reset Your Password
Adding or Deleting an Email
Setting Your Primary Email
Creating Additional Wrike Accounts
Switching Between Wrike Accounts
Changing Your Work Schedule
Editing Your Workweek
Adding Non-­Working Days
Wrikey Dog
Deleting Your Account
Notifications
Desktop Notifications in Wrike
Email Notifications
Editing Email Notifications
Daily To-Do Emails
Spaces
Spaces in Wrike
Types of Spaces
Personal Space
Locked Spaces
Joining Spaces
Leaving Spaces
Creating Spaces
Use-Case Templates in Wrike
Space Admin Rights
Adding and Removing Space Admins
Editing Space Settings
Editing Workflows in Spaces
Editing Space Info
Managing Bookmarks in Spaces
Managing Bookmark Sections in Spaces
Adding Users to Spaces
Changing User Access Roles in Spaces
Removing Users From Spaces
Tools in Spaces
Adding Existing Folders and Projects to Spaces
Request Forms in Spaces
Archiving and Unarchiving Spaces
Deleting Spaces
Projects
Projects in Wrike
Creating Projects
Editing Projects
Project Info Panels
Project Status
Project Owners
Project ID
Sharing and Unsharing Projects
Following Projects
Duplicating Projects
Tagging Projects
Moving Projects
Pinning and Unpinning Projects
Creating Subprojects
Calculating Time Spent on Projects
Deleting Projects
Restoring Deleted Projects
Archiving Projects
Project Health
Project Progress
Project Progress Metrics
Project Risk Reports
AI Project Risk Prediction
Projects on the Gantt Chart
Setting Project Dates Automatically (Dates Rollup)
Folders
Folders in Wrike
Creating Folders
Folder Info Panels
Folder ID
Changing Folder Color
Sharing and Unsharing Folders
Following Folders
Editing Folders
Duplicating Folders
Moving Folders
Tagging Folders
Pinning and Unpinning Folders
Creating Subfolders
Deleting Folders
Archiving Folders
Restoring Deleted Folders
Tasks and Subtasks
Tasks in Wrike
Task View
Creating a Task
Assigning a Task
Scheduling a Task
Rescheduling Tasks Automatically
Disabling Automatic Task Rescheduling
Changing a Task's Status
Starring Tasks
Sharing Tasks
Following Tasks
Duplicating Tasks
Adding Tasks to Folders, Projects, and Spaces
Deleting and Restoring a Task
Changing Task Importance
Mass Editing Tasks
Printing a Task
Milestones
Backlogged Tasks
Recurrent Tasks
Making a Task Recurrent
Editing Task Recurrence
Deleting a Recurrence
Subtasks in Wrike
Creating a Subtask
Converting a Task to a Subtask
Converting a Subtask to a Task
Editing Subtasks
Changing a Subtask's Parent Task
Subtask Dates Alignment
Description Field
Description Field
Images in the Description Field
Tables in the Description Field
Tracking Changes in the Description Field
Hyperlinks in the Description Field
Attachments
Attachments in Wrike
Attaching Files to Tasks, Folders, and Projects
Attaching Website Links
Attaching Files From Cloud Storage Apps
Attaching Files From Sharepoint to Wrike
Editing Attachments
Moving and Copying Attachments
Sharing File Permalinks
Renaming Attachments
Downloading Attachments From Wrike
Uploading a New Version of the File
Deleting File Versions
Creating a Google Drive File From Wrike
Deleting Attachments
Filters
Available Filters in Wrike
Filtering Projects
Filter Presets
Filtering Tasks
Search
Using Workspace Search in Wrike
Workspace Search Commands
Workspace Search Algorithm
Recycle Bin
Recycle Bin in Wrike
Emptying Recycle Bin
Document Editor
Using Document Editor in Wrike
Installing the Document Editor
(Optional) Configure Your Browser for Document Editor
(Optional) Configure Your Proxy Server for Document Editor
Wrike for iOS
Navigating Wrike for iOS
Available Features in Wrike for iOS
Working With Tasks, Folders, Projects, and Spaces in Wrike for iOS
Document Scanning and Text Recognition
Highlights
Working With Timesheets in Wrike for iOS
Submitting Request Forms in Wrike for iOS
Viewing Dashboards in Wrike for iOS
Viewing Reports in Wrike for iOS
Working Offline in Wrike for iOS
Using Siri with Wrike for iOS
Wrike for Android
Navigating Wrike for Android
Available Features in Wrike for Android
Activity in Wrike for Android
Smart Replies and Quick Reactions in Wrike for Android
Document Processing in Wrike for Android
Submitting Request Forms in Wrike for Android
Working With Dashboards in Wrike for Android
Working With Reports in Wrike for Android
Working With Timesheets in Wrike for Android
Working Offline in Wrike for Android
Wrike for Android Widgets
Desktop App
Wrike's Desktop App
Install the Desktop App
Update the Desktop App
Automatically Loading the Desktop App
In-Product Help
Wrike Assistant
Wrike Bot
Troubleshooting
I Sent an Email to Wrike, but It Didn’t Create or Update a Task / Tasks Aren’t
Created out of Emails
Finding a Task, Folder, or Project
My Wrike Is Taking an Unusually Long Time to Load
Expired Trials
Task Descriptions Not Loading
My Wrike Workspace Is Unresponsive or Not Loading
Troubleshooting WebSockets
Email Notifications Arrive With Delay or Don’t Arrive at All
Issues With Uploading/Downloading Attachments
Collaborate & Communicate
Inbox
Inbox in Wrike
Interacting With Inbox Notifications
Snooze and Disable Inbox Notifications
Comments
Adding Comments
Available Formatting in Сomments
Preferred Comments Shortcut
Editing Comments
Deleting Comments
Viewing Comments
Replying and Reacting to Comments
@Mentions
@Mentions in Wrike
@Mention Individual Users and Groups of Users
Stream
Streams in Wrike
Adding Comments From Streams
Filtering Tasks in Streams
Permalinks
Permalinks in Wrike
Finding Permalinks for Tasks, Folders, Projects, and Spaces
Email Integrations
Email Integration in Wrike
Creating a Task via Email Integration
Editing Task Details via Email
Adding Tasks to Folders and Projects via Email
Wrike for Outlook
Installing and Uninstalling Wrike for Outlook Add-in
Working from the Wrike for Outlook Add-in
Outlook Actionable Messages
Wrike for Gmail (Gmail Add-on)
Working From the Wrike for Gmail Add-on
Level Up Your Work
Custom Fields
Custom Fields in Wrike
Creating Custom Fields
Types of Custom Fields in Wrike
Including Time in Date Custom Fields
Custom Field Management Panel
Managing Custom Fields in Spaces
Managing All Custom Fields in the Account
Adding Custom Fields to Folders, Projects, or Spaces
Sharing Custom Fields
Editing Custom Field Properties
Deleting Custom Fields
Custom Field History
Removing and Hiding Custom Fields
Rolling Up Custom Field Data
Aggregating Data From Custom Fields
Custom Field Data Rollup vs. Custom Field Data Aggregation
Adding Formulas to Custom Fields
Formula Custom Fields: Possible Formulas and Resulting Data Types
Color-Coding Results in Formula Custom Fields
Custom Statuses and Workflows
Custom Workflows in Wrike
Default vs. Custom Workflows
Creating a Custom Workflow
Fixed vs. Flexible Workflows
Creating Transitions in Fixed and Flexible Workflows
Editing Custom Workflows
Copying Custom Workflows
Applying a Custom Workflow To a Task, Project, or Folder
Auto-Assigning Tasks Based on Workflow Status
Deleting Custom Workflows
Workflow Report
Advanced Sharing
Access Roles in Wrike
Changing Access Roles
Creating and Customizing Access Roles
Selective Sharing
Request Forms
Request Forms in Wrike
Submit a Request Form
Creating Request Forms
Editing Request Forms
Copying Request Forms
Deleting Request Forms
Dynamic Request Forms
Creating Multipage Request Forms
External Request Forms
External Request Form Links
Customizing External Request Form Email Confirmations
Invalidating External Request Form Links
Mapping Responses in Request Forms
Conditional Approvals in Request Forms
Conditional Parents in Request Forms
Conditional Subtasks and Subprojects in Request Forms
Conditional Assignees and Project Owners in Request Forms
Conditional Status Change in Request Forms
Conditional Follow-up Questions in Request Forms
Conditional Launch of Tasks and Projects in Request Forms
Duplicating Existing Items via Request Forms
Proofing & Approvals
Approvals in Wrike
Adding Approvals to a Task, Folder, or Project
Approving a Task, Folder, or Project
File Approvals
Adding Files to Approvals
Approving Files
Deleting Files From Approvals
Canceling Approvals
Adding Approvals to Custom Workflows
Adding Approvals to Request Forms
See Details of Finished Approvals
Proofing in Wrike
Video Proofing
HTML Proofing
Comparison Mode in Proofing
Working With Comments in Proofing
Inviting Guest Reviewers
Reviewing and Approving Files (for Guest Users)
Revoking Guest Reviewers' Access to Files
Disabling Guest Reviews for Account
Blueprints and Templates
Blueprints in Wrike
Creating a Task Blueprint
Creating a Folder or Project Blueprint
Saving a Task as a Blueprint
Saving a Folder or Project as a Blueprint
Using a Task Blueprint
Using a Folder or Project Blueprint
Templates in Wrike
Folder and Project Templates
Task Templates
Work Templates
Tracking Time
Tracking Time in Wrike
Tracking Time for Other Users
Editing and Deleting Time Entries in Timelog View
Locking Tracked Time
Working With Timelog View
Customizing Timelog View
Viewing Other Users' Time Entries
Adding and Deleting Time Tracking Categories
Using Time Tracking Categories
Creating a Time Spent Report
Exporting Timelog View
Automation Engine
Wrike’s Automation Engine
Creating Automation Rules
Available Automation Triggers
Available Automation Actions
Editing, Deleting, and Disabling Automation Rules
Import and Export
Importing XLS Files to Wrike
Formatting XLS Files for Import to Wrike
Creating Tasks and Subtasks in Wrike via XLS Import
Creating Folders and Projects in Wrike via XLS Import
Exporting Data to Excel From Wrike
BI Export in Wrike
Importing Outlook Tasks to Wrike
Importing MS Project Files to Wrike
Monitor Your Work
List View
List View in Wrike
Sorting Tasks in List View
Table View
Table View in Wrike
Sorting in Table View
Filters in Table View
Tasks in Table View
Folders and Projects in Table View
Editing Data From Table View
Rearranging Columns in Table View
Dragging and Dropping Items in Table View
Aggregating Data in Table View
Exporting and Printing Table View
Board View
Board View in Wrike
Using Board View
Changing Task Status in Board View
Sorting and Filtering Tasks in Board View
Deleting Tasks from Board View
Changing the Default Workflow from Board View
Files View
Files View in Wrike
Using Files View
Downloading Files from File View
Deleting Files in Files View
Gantt Chart
Gantt Chart in Wrike
Sorting on the Gantt Chart
Editing Data From the Table Portion of Gantt Chart
Adjusting the Date Range on the Gantt Chart
Tasks on the Gantt Chart
Backlogged Tasks on the Gantt Chart
Custom Fields on the Gantt Chart
Expanding and Collapsing Items on the Gantt Chart
Weekends on the Gantt Chart
Undo and Redo Your Actions on the Gantt Chart
Downloading And Printing the Gantt Chart
Rolling Up Dates on Gantt Chart
Gantt Chart Keyboard Shortcuts
Date Constraints on the Gantt Chart
Task Dependencies on the Gantt Chart
Creating a Dependency on the Gantt Chart
Editing Task Dependencies on the Gantt Chart
Lead and Lag Time in Task Dependencies
Shifting a Dependency Chain on the Gantt Chart
Deleting Task Dependencies on the Gantt Chart
Conflict Monitor on Gantt Chart
Critical Path
Gantt Chart Snapshots
Creating Gantt Chart Snapshots
Editing Gantt Chart Snapshots
Sharing Gantt Chart Snapshots
Viewing Gantt Chart Snapshots
Deleting Gantt Chart Snapshots
Dashboards
Dashboards in Wrike
Creating Dashboards
Creating Dashboard Widgets from Templates
Creating Custom Dashboard Widgets
Editing Dashboard Widgets
Filtering Tasks in Dashboard Widgets
Copying Dashboards and Widgets
Customizing Dashboards and Widgets
Sharing and Unsharing Dashboards
Deleting Dashboards and Widgets
Calendars
Calendars in Wrike and How to Navigate Them
Creating Calendars and Layers
Classic vs. Smart Calendar Layers
Creating Tasks on Calendars
Adding Existing Tasks to Calendars
Editing Calendar Settings
Sharing Calendars With Other Account Users
Customizing Calendars
Rescheduling Tasks and Projects on Calendars
Sharing Calendars With People Outside of Wrike
Deleting Calendars or Layers
Printing Calendars
Reports
Reports in Wrike
Column Chart Reports
Table Chart Reports
Creating Reports
Calculations on Reports
Report Templates
Editing Reports
Sharing Reports
Duplicating Reports
Exporting Table Chart Reports to Excel
Deleting Reports
Report Snapshots
Creating, Viewing, and Deleting Report Snapshots
Emailing Report Snapshots
Subscribing to Automatic Report Reminders
Unsubscribe From Report Reminders
Analytics View
Analytics View in Wrike
Performance Analytics Overview Statistics
Baseline Chart in Analytics View
Tasks by User Chart in the Analytics View
Work Progress Chart in Analytics View
Performance Chart in Analytics View
Manage Your Account
User Management
Adding New Users
Editing Users' Names and Emails
Changing Users' License Types
Changing Account Owner
Making a User an Admin
Logging In as Another User
Deleting Users
Deactivating Users
User Deletion vs. Deactivation
Reactivating Users
Mass Actions With Account Users
Restricting User Invites by Domain
Exporting a List of Account Users
Account Customization
Changing the Name of the Account
Adding Company Logo to Email Notifications
Adding Company Logo to the Workspace
Types of Licences
Types of Licenses in Wrike
User Rights by License Type
User Types in Wrike
Account Owners in Wrike
Account Admins in Wrike
Account Admin Rights
Regular Users in Wrike
External Users in Wrike
Collaborators in Wrike
Checking User License Type
License Types vs. Access Roles
Editing Admin Permissions
Enterprise Account Admin Permissions
User Groups
User Groups in Wrike
Creating User Groups
User Group Admins
Make User Into a User Group Admin
Adding Users to User Groups
Moving Users Between User Groups
Removing Users From User Groups
Creating User Subgroups
Editing User Group Settings
Deleting User Groups and Subgroups
My Team User Group
Account Work Schedules
Work Schedules in Wrike
Editing Default Workweek of All Users
Specifying Company’s Non-Working Days
Creating Custom Work Schedule
Assigning Custom Work Schedule
Specify User’s Vacations and Non-Working Days
Account Billing (For Account Owners)
Purchasing or Upgrading a Subscription
Printing an Invoice
Adding a New Credit Card
Editing Billing Information
Removing Billing Information
Work Securely
Access Report
Access Reports in Wrike
Running User Access Report
Running Calendars Access Report
Running Guest Review Access Report
Export Access Reports
Activity Report
Activity Report in Wrike
Creating Activity Reports
Security
Account Backup
European Data Center
One-Time Passwords
Disable One-Time Passwords
Performing an Account Backup
Wrike Lock
Setting Up Wrike Lock
2-Step Verification
Advanced Security
File Storage Settings
Network Access Policy
Invitation Settings
Managing Permission to Create Spaces
Password Settings
Single Sign-On (SSO)
SAML SSO: Implementation Guide
SAML SSO: User Guide
SSO With Microsoft Office 365: Implementation Guide
SSO With Microsoft Office 365: User Guide
SSO with G Suite (Google): Implementation Guide
SSO with G Suite (Google): User Guide
SAML SSO Azure AD: Implementation Guide
SAML SSO Azure AD: User Provisioning
SAML SSO Okta: Implementation Guide
SAML SSO Okta: User Provisioning
SAML SSO OneLogin: Implementation Guide
SAML SSO OneLogin: User Provisioning
Enhance Your Wrike Experience
Digital Asset Management Integrations
Enabling Wrike and MediaValet Integration
Attaching Files From MediaValet
Publishing Files to MediaValet
Mapping Custom Fields to MediaValet Attributes
Enabling Wrike and Bynder Integration
Attaching Files From Bynder
Publishing Files to Bynder
Mapping Custom Fields to Bynder Metaproperties
Timesheets
Timesheets in Wrike
Customizing Timesheets
Managing Time Entries in Timesheets
Viewing Timesheets of Other Users
Effort Allocation
Task Effort in Wrike
Types of Task Effort
Specifying Task Effort
Disabling Effort for Tasks
Enabling and Editing Task Effort on Workload Charts
Resources View
Bookings
Workload Charts
Workload Charts in Wrike
Creating Workload Charts
Customizing Workload Charts
Editing Workload Chart Settings
Custom Capacity in Workload Charts
Changing Assignees of Tasks and Projects on Workload Charts
Rescheduling Tasks on Workload Charts
Creating Tasks From Workload Chart
Sharing Workload Charts
Exporting Workload Charts
Deleting Workload Charts
Backlog Box in Workload Charts
Configuring Backlog Box
Editing Backlog Box Settings
Moving Tasks and Projects From Backlog Box to Workload Chart
Moving Tasks From Workload Chart Back to Backlog Box
Creating Tasks From Backlog Box
Budgeting in Wrike
Budgeting in Wrike
Managing Access to Financial Details
Setting Default Currency for Budgeting
Hourly Rates in Wrike's Budgeting
Setting Default Hourly Rates for Users and Job Roles
Custom Hourly Rates for Projects
Specifying the Project Budget
Financial Fields for Budgeting
Billable Time
Billable Time in Wrike
Setting Up Billing Type for Projects
Changing Billing Type of Projects and Tasks
Managing and Reporting on Billable Time
Job Roles
Job Roles in Wrike
Creating Job Roles
Allocating And Removing Job Roles From Users
Assigning and Unassigning Tasks From Job Roles
Editing and Deleting Job Roles
Wrike for Adobe XD
Wrike for Adobe XD
Installing and Uninstalling Wrike for Adobe XD Plugin
Working From the Wrike for Adobe XD Plugin
Advanced Reporting and Business Intelligence
Advanced Reporting and BI (Wrike Analyze)
Creating Analytics Boards From Templates
Creating Custom Analytics Boards
Available Advanced Reporting Widgets
Wrike Analyze: Sample Widgets
Creating Analytics Widgets From the Gallery
Adding Widgets to Analytics Boards
Working With Widgets on Analytics Boards
Analyzing Trends in Your Data
Forecasting Future Results
Filtering Data on the Board
Formulas in Advanced Reporting
Using Formulas in Advanced Reporting Widgets
Sharing Analytics Boards
Duplicating Analytics Boards
Exporting Analytics Boards
Deleting Analytics Boards
Advanced Reporting: Available Data
Advanced Reporting: Utilization and Performance Report
Wrike Custom Integrations
Wrike API
Wrike Integrate
Wrike Integrate: Useful Resources
Setting Up Integrations via Wrike Integrate
Wrike Integrate Task Limits
Navigating Integration Recipes
Actionable Meetings for Zoom by Wrike
Actionable Meetings for Zoom by Wrike
Working With Tasks From Actionable Meetings for Zoom
Wrike for Salesforce
Wrike for Salesforce
Setting Up Integration With Salesforce
Wrike’s Salesforce Widget
Wrike and Google Integrations
Google Calendar Integration
Wrike ToDo Extension
Wrike for Office Documents
Wrike for Office Documents (Office Add-in)
Installing the Wrike for Office Documents Add-in
Creating a Task From the Wrike for Office Documents Add-in
Attaching a File to an Existing Task in the Wrike for Office Documents Add-On
Removing the Wrike for Office Documents Add-in
Wrike And Microsoft Teams Integration
Wrike and Microsoft Teams Integration
Linking Your Wrike Account With Microsoft Teams
Adding a Folder, Project, or Space to Any MS Team's Channel
Actionable Wrike Notifications in Microsoft Teams
Adding the Personal App
Messaging App
Wrike Project Syncs: Jira, GitHub, GitLab, Bitbucket
Wrike Project Syncs
Wrike and Jira Sync: Setup Guide
Wrike and Jira Sync: Overview
Wrike and GitHub Sync: Overview
Wrike and GitLab Sync: Setup Guide
Wrike and GitLab Sync: Overview
Wrike and GitHub Sync: Setup Guide
Wrike and Bitbucket Sync: Setup Guide
Wrike and Bitbucket Sync: Overview
Wrike And Slack Integration
Wrike and Slack Integration
Wrike Notifications in Slack
Creating a Task From Slack
Wrike and Zapier
Wrike and Zapier
Setting Up a Zap
Wrike Marketing Insights
Wrike Marketing Insights
Working With Wrike Marketing Insights
Wrike for Adobe Creative Cloud
Wrike Extension for Adobe Creative Cloud
Install Wrike's Extension for Adobe Creative Cloud
Navigating Wrike’s Extension for Adobe Creative Cloud
Linking Adobe Files With Wrike Tasks
Proofing and Approvals in the Adobe Extension
Wrike and Tableau
Wrike and Tableau Integration
Connect Tableau Desktop to Wrike
Configure Automatic Refresh of Wrike Data
Publish Wrike Data to the Tableau Server or Tableau Online
Learn About Wrike Plans
Legacy Wrike Plans
Legacy Free
Legacy Professional
Business
Enterprise
Wrike for Marketers
Wrike for Marketers Performance
Wrike for Professional Services
Wrike for Professional Services Performance
Wrike Publish
Wrike Resource
Legacy Plans and Packages in Wrike
Basic Wrike Plans
Free
Professional
Business Plus
Enterprise Standard
Enterprise Pinnacle
Types of Plans in Wrike
Get Started With Wrike
Getting Started Guide
Step 1: Settling In
Step 2: Learning the Fundamentals
Step 3: Prepping the Workspace (For Account Managers)
Step 4: Onboarding Your Team (For Account Managers)
Step 5: Start Working and Collaborate
Step 6: Monitoring Work and Building Up Success
Step 7: Working From Home Productively
Supported Browsers
Learn the Basics
Navigation
My Home Page
My To-Do
Created by Me
Shared With Me
Starred Tasks
Wrike Views
Keyboard Shortcuts
Profile Settings
Editing Your Profile
Adding a Profile Picture
Changing Your Workspace Theme
Editing Your Time and Date Settings
Changing Your Language Settings
Changing Your Password
Reset Your Password
Adding or Deleting an Email
Setting Your Primary Email
Creating Additional Wrike Accounts
Switching Between Wrike Accounts
Changing Your Work Schedule
Editing Your Workweek
Adding Non-­Working Days
Wrikey Dog
Deleting Your Account
Notifications
Desktop Notifications in Wrike
Email Notifications
Editing Email Notifications
Daily To-Do Emails
Spaces
Spaces in Wrike
Types of Spaces
Personal Space
Locked Spaces
Joining Spaces
Leaving Spaces
Creating Spaces
Use-Case Templates in Wrike
Space Admin Rights
Adding and Removing Space Admins
Editing Space Settings
Editing Workflows in Spaces
Editing Space Info
Managing Bookmarks in Spaces
Managing Bookmark Sections in Spaces
Adding Users to Spaces
Changing User Access Roles in Spaces
Removing Users From Spaces
Tools in Spaces
Adding Existing Folders and Projects to Spaces
Request Forms in Spaces
Archiving and Unarchiving Spaces
Deleting Spaces
Projects
Projects in Wrike
Creating Projects
Editing Projects
Project Info Panels
Project Status
Project Owners
Project ID
Sharing and Unsharing Projects
Following Projects
Duplicating Projects
Tagging Projects
Moving Projects
Pinning and Unpinning Projects
Creating Subprojects
Calculating Time Spent on Projects
Deleting Projects
Restoring Deleted Projects
Archiving Projects
Project Health
Project Progress
Project Progress Metrics
Project Risk Reports
AI Project Risk Prediction
Projects on the Gantt Chart
Setting Project Dates Automatically (Dates Rollup)
Folders
Folders in Wrike
Creating Folders
Folder Info Panels
Folder ID
Changing Folder Color
Sharing and Unsharing Folders
Following Folders
Editing Folders
Duplicating Folders
Moving Folders
Tagging Folders
Pinning and Unpinning Folders
Creating Subfolders
Deleting Folders
Archiving Folders
Restoring Deleted Folders
Tasks and Subtasks
Tasks in Wrike
Task View
Creating a Task
Assigning a Task
Scheduling a Task
Rescheduling Tasks Automatically
Disabling Automatic Task Rescheduling
Changing a Task's Status
Starring Tasks
Sharing Tasks
Following Tasks
Duplicating Tasks
Adding Tasks to Folders, Projects, and Spaces
Deleting and Restoring a Task
Changing Task Importance
Mass Editing Tasks
Printing a Task
Milestones
Backlogged Tasks
Recurrent Tasks
Making a Task Recurrent
Editing Task Recurrence
Deleting a Recurrence
Subtasks in Wrike
Creating a Subtask
Converting a Task to a Subtask
Converting a Subtask to a Task
Editing Subtasks
Changing a Subtask's Parent Task
Subtask Dates Alignment
Description Field
Description Field
Images in the Description Field
Tables in the Description Field
Tracking Changes in the Description Field
Hyperlinks in the Description Field
Attachments
Attachments in Wrike
Attaching Files to Tasks, Folders, and Projects
Attaching Website Links
Attaching Files From Cloud Storage Apps
Attaching Files From Sharepoint to Wrike
Editing Attachments
Moving and Copying Attachments
Sharing File Permalinks
Renaming Attachments
Downloading Attachments From Wrike
Uploading a New Version of the File
Deleting File Versions
Creating a Google Drive File From Wrike
Deleting Attachments
Filters
Available Filters in Wrike
Filtering Projects
Filter Presets
Filtering Tasks
Search
Using Workspace Search in Wrike
Workspace Search Commands
Workspace Search Algorithm
Recycle Bin
Recycle Bin in Wrike
Emptying Recycle Bin
Document Editor
Using Document Editor in Wrike
Installing the Document Editor
(Optional) Configure Your Browser for Document Editor
(Optional) Configure Your Proxy Server for Document Editor
Wrike for iOS
Navigating Wrike for iOS
Available Features in Wrike for iOS
Working With Tasks, Folders, Projects, and Spaces in Wrike for iOS
Document Scanning and Text Recognition
Highlights
Working With Timesheets in Wrike for iOS
Submitting Request Forms in Wrike for iOS
Viewing Dashboards in Wrike for iOS
Viewing Reports in Wrike for iOS
Working Offline in Wrike for iOS
Using Siri with Wrike for iOS
Wrike for Android
Navigating Wrike for Android
Available Features in Wrike for Android
Activity in Wrike for Android
Smart Replies and Quick Reactions in Wrike for Android
Document Processing in Wrike for Android
Submitting Request Forms in Wrike for Android
Working With Dashboards in Wrike for Android
Working With Reports in Wrike for Android
Working With Timesheets in Wrike for Android
Working Offline in Wrike for Android
Wrike for Android Widgets
Desktop App
Wrike's Desktop App
Install the Desktop App
Update the Desktop App
Automatically Loading the Desktop App
In-Product Help
Wrike Assistant
Wrike Bot
Troubleshooting
I Sent an Email to Wrike, but It Didn’t Create or Update a Task / Tasks Aren’t
Created out of Emails
Finding a Task, Folder, or Project
My Wrike Is Taking an Unusually Long Time to Load
Expired Trials
Task Descriptions Not Loading
My Wrike Workspace Is Unresponsive or Not Loading
Troubleshooting WebSockets
Email Notifications Arrive With Delay or Don’t Arrive at All
Issues With Uploading/Downloading Attachments
Collaborate & Communicate
Inbox
Inbox in Wrike
Interacting With Inbox Notifications
Snooze and Disable Inbox Notifications
Comments
Adding Comments
Available Formatting in Сomments
Preferred Comments Shortcut
Editing Comments
Deleting Comments
Viewing Comments
Replying and Reacting to Comments
@Mentions
@Mentions in Wrike
@Mention Individual Users and Groups of Users
Stream
Streams in Wrike
Adding Comments From Streams
Filtering Tasks in Streams
Permalinks
Permalinks in Wrike
Finding Permalinks for Tasks, Folders, Projects, and Spaces
Email Integrations
Email Integration in Wrike
Creating a Task via Email Integration
Editing Task Details via Email
Adding Tasks to Folders and Projects via Email
Wrike for Outlook
Installing and Uninstalling Wrike for Outlook Add-in
Working from the Wrike for Outlook Add-in
Outlook Actionable Messages
Wrike for Gmail (Gmail Add-on)
Working From the Wrike for Gmail Add-on
Level Up Your Work
Custom Fields
Custom Fields in Wrike
Creating Custom Fields
Types of Custom Fields in Wrike
Including Time in Date Custom Fields
Custom Field Management Panel
Managing Custom Fields in Spaces
Managing All Custom Fields in the Account
Adding Custom Fields to Folders, Projects, or Spaces
Sharing Custom Fields
Editing Custom Field Properties
Deleting Custom Fields
Custom Field History
Removing and Hiding Custom Fields
Rolling Up Custom Field Data
Aggregating Data From Custom Fields
Custom Field Data Rollup vs. Custom Field Data Aggregation
Adding Formulas to Custom Fields
Formula Custom Fields: Possible Formulas and Resulting Data Types
Color-Coding Results in Formula Custom Fields
Custom Statuses and Workflows
Custom Workflows in Wrike
Default vs. Custom Workflows
Creating a Custom Workflow
Fixed vs. Flexible Workflows
Creating Transitions in Fixed and Flexible Workflows
Editing Custom Workflows
Copying Custom Workflows
Applying a Custom Workflow To a Task, Project, or Folder
Auto-Assigning Tasks Based on Workflow Status
Deleting Custom Workflows
Workflow Report
Advanced Sharing
Access Roles in Wrike
Changing Access Roles
Creating and Customizing Access Roles
Selective Sharing
Request Forms
Request Forms in Wrike
Submit a Request Form
Creating Request Forms
Editing Request Forms
Copying Request Forms
Deleting Request Forms
Dynamic Request Forms
Creating Multipage Request Forms
External Request Forms
External Request Form Links
Customizing External Request Form Email Confirmations
Invalidating External Request Form Links
Mapping Responses in Request Forms
Conditional Approvals in Request Forms
Conditional Parents in Request Forms
Conditional Subtasks and Subprojects in Request Forms
Conditional Assignees and Project Owners in Request Forms
Conditional Status Change in Request Forms
Conditional Follow-up Questions in Request Forms
Conditional Launch of Tasks and Projects in Request Forms
Duplicating Existing Items via Request Forms
Proofing & Approvals
Approvals in Wrike
Adding Approvals to a Task, Folder, or Project
Approving a Task, Folder, or Project
File Approvals
Adding Files to Approvals
Approving Files
Deleting Files From Approvals
Canceling Approvals
Adding Approvals to Custom Workflows
Adding Approvals to Request Forms
See Details of Finished Approvals
Proofing in Wrike
Video Proofing
HTML Proofing
Comparison Mode in Proofing
Working With Comments in Proofing
Inviting Guest Reviewers
Reviewing and Approving Files (for Guest Users)
Revoking Guest Reviewers' Access to Files
Disabling Guest Reviews for Account
Blueprints and Templates
Blueprints in Wrike
Creating a Task Blueprint
Creating a Folder or Project Blueprint
Saving a Task as a Blueprint
Saving a Folder or Project as a Blueprint
Using a Task Blueprint
Using a Folder or Project Blueprint
Templates in Wrike
Folder and Project Templates
Task Templates
Work Templates
Tracking Time
Tracking Time in Wrike
Tracking Time for Other Users
Editing and Deleting Time Entries in Timelog View
Locking Tracked Time
Working With Timelog View
Customizing Timelog View
Viewing Other Users' Time Entries
Adding and Deleting Time Tracking Categories
Using Time Tracking Categories
Creating a Time Spent Report
Exporting Timelog View
Automation Engine
Wrike’s Automation Engine
Creating Automation Rules
Available Automation Triggers
Available Automation Actions
Editing, Deleting, and Disabling Automation Rules
Import and Export
Importing XLS Files to Wrike
Formatting XLS Files for Import to Wrike
Creating Tasks and Subtasks in Wrike via XLS Import
Creating Folders and Projects in Wrike via XLS Import
Exporting Data to Excel From Wrike
BI Export in Wrike
Importing Outlook Tasks to Wrike
Importing MS Project Files to Wrike
Monitor Your Work
List View
List View in Wrike
Sorting Tasks in List View
Table View
Table View in Wrike
Sorting in Table View
Filters in Table View
Tasks in Table View
Folders and Projects in Table View
Editing Data From Table View
Rearranging Columns in Table View
Dragging and Dropping Items in Table View
Aggregating Data in Table View
Exporting and Printing Table View
Board View
Board View in Wrike
Using Board View
Changing Task Status in Board View
Sorting and Filtering Tasks in Board View
Deleting Tasks from Board View
Changing the Default Workflow from Board View
Files View
Files View in Wrike
Using Files View
Downloading Files from File View
Deleting Files in Files View
Gantt Chart
Gantt Chart in Wrike
Sorting on the Gantt Chart
Editing Data From the Table Portion of Gantt Chart
Adjusting the Date Range on the Gantt Chart
Tasks on the Gantt Chart
Backlogged Tasks on the Gantt Chart
Custom Fields on the Gantt Chart
Expanding and Collapsing Items on the Gantt Chart
Weekends on the Gantt Chart
Undo and Redo Your Actions on the Gantt Chart
Downloading And Printing the Gantt Chart
Rolling Up Dates on Gantt Chart
Gantt Chart Keyboard Shortcuts
Date Constraints on the Gantt Chart
Task Dependencies on the Gantt Chart
Creating a Dependency on the Gantt Chart
Editing Task Dependencies on the Gantt Chart
Lead and Lag Time in Task Dependencies
Shifting a Dependency Chain on the Gantt Chart
Deleting Task Dependencies on the Gantt Chart
Conflict Monitor on Gantt Chart
Critical Path
Gantt Chart Snapshots
Creating Gantt Chart Snapshots
Editing Gantt Chart Snapshots
Sharing Gantt Chart Snapshots
Viewing Gantt Chart Snapshots
Deleting Gantt Chart Snapshots
Dashboards
Dashboards in Wrike
Creating Dashboards
Creating Dashboard Widgets from Templates
Creating Custom Dashboard Widgets
Editing Dashboard Widgets
Filtering Tasks in Dashboard Widgets
Copying Dashboards and Widgets
Customizing Dashboards and Widgets
Sharing and Unsharing Dashboards
Deleting Dashboards and Widgets
Calendars
Calendars in Wrike and How to Navigate Them
Creating Calendars and Layers
Classic vs. Smart Calendar Layers
Creating Tasks on Calendars
Adding Existing Tasks to Calendars
Editing Calendar Settings
Sharing Calendars With Other Account Users
Customizing Calendars
Rescheduling Tasks and Projects on Calendars
Sharing Calendars With People Outside of Wrike
Deleting Calendars or Layers
Printing Calendars
Reports
Reports in Wrike
Column Chart Reports
Table Chart Reports
Creating Reports
Calculations on Reports
Report Templates
Editing Reports
Sharing Reports
Duplicating Reports
Exporting Table Chart Reports to Excel
Deleting Reports
Report Snapshots
Creating, Viewing, and Deleting Report Snapshots
Emailing Report Snapshots
Subscribing to Automatic Report Reminders
Unsubscribe From Report Reminders
Analytics View
Analytics View in Wrike
Performance Analytics Overview Statistics
Baseline Chart in Analytics View
Tasks by User Chart in the Analytics View
Work Progress Chart in Analytics View
Performance Chart in Analytics View
Manage Your Account
User Management
Adding New Users
Editing Users' Names and Emails
Changing Users' License Types
Changing Account Owner
Making a User an Admin
Logging In as Another User
Deleting Users
Deactivating Users
User Deletion vs. Deactivation
Reactivating Users
Mass Actions With Account Users
Restricting User Invites by Domain
Exporting a List of Account Users
Account Customization
Changing the Name of the Account
Adding Company Logo to Email Notifications
Adding Company Logo to the Workspace
Types of Licences
Types of Licenses in Wrike
User Rights by License Type
User Types in Wrike
Account Owners in Wrike
Account Admins in Wrike
Account Admin Rights
Regular Users in Wrike
External Users in Wrike
Collaborators in Wrike
Checking User License Type
License Types vs. Access Roles
Editing Admin Permissions
Enterprise Account Admin Permissions
User Groups
User Groups in Wrike
Creating User Groups
User Group Admins
Make User Into a User Group Admin
Adding Users to User Groups
Moving Users Between User Groups
Removing Users From User Groups
Creating User Subgroups
Editing User Group Settings
Deleting User Groups and Subgroups
My Team User Group
Account Work Schedules
Work Schedules in Wrike
Editing Default Workweek of All Users
Specifying Company’s Non-Working Days
Creating Custom Work Schedule
Assigning Custom Work Schedule
Specify User’s Vacations and Non-Working Days
Account Billing (For Account Owners)
Purchasing or Upgrading a Subscription
Printing an Invoice
Adding a New Credit Card
Editing Billing Information
Removing Billing Information
Work Securely
Access Report
Access Reports in Wrike
Running User Access Report
Running Calendars Access Report
Running Guest Review Access Report
Export Access Reports
Activity Report
Activity Report in Wrike
Creating Activity Reports
Security
Account Backup
European Data Center
One-Time Passwords
Disable One-Time Passwords
Performing an Account Backup
Wrike Lock
Setting Up Wrike Lock
2-Step Verification
Advanced Security
File Storage Settings
Network Access Policy
Invitation Settings
Managing Permission to Create Spaces
Password Settings
Single Sign-On (SSO)
SAML SSO: Implementation Guide
SAML SSO: User Guide
SSO With Microsoft Office 365: Implementation Guide
SSO With Microsoft Office 365: User Guide
SSO with G Suite (Google): Implementation Guide
SSO with G Suite (Google): User Guide
SAML SSO Azure AD: Implementation Guide
SAML SSO Azure AD: User Provisioning
SAML SSO Okta: Implementation Guide
SAML SSO Okta: User Provisioning
SAML SSO OneLogin: Implementation Guide
SAML SSO OneLogin: User Provisioning
Enhance Your Wrike Experience
Digital Asset Management Integrations
Enabling Wrike and MediaValet Integration
Attaching Files From MediaValet
Publishing Files to MediaValet
Mapping Custom Fields to MediaValet Attributes
Enabling Wrike and Bynder Integration
Attaching Files From Bynder
Publishing Files to Bynder
Mapping Custom Fields to Bynder Metaproperties
Timesheets
Timesheets in Wrike
Customizing Timesheets
Managing Time Entries in Timesheets
Viewing Timesheets of Other Users
Effort Allocation
Task Effort in Wrike
Types of Task Effort
Specifying Task Effort
Disabling Effort for Tasks
Enabling and Editing Task Effort on Workload Charts
Resources View
Bookings
Workload Charts
Workload Charts in Wrike
Creating Workload Charts
Customizing Workload Charts
Editing Workload Chart Settings
Custom Capacity in Workload Charts
Changing Assignees of Tasks and Projects on Workload Charts
Rescheduling Tasks on Workload Charts
Creating Tasks From Workload Chart
Sharing Workload Charts
Exporting Workload Charts
Deleting Workload Charts
Backlog Box in Workload Charts
Configuring Backlog Box
Editing Backlog Box Settings
Moving Tasks and Projects From Backlog Box to Workload Chart
Moving Tasks From Workload Chart Back to Backlog Box
Creating Tasks From Backlog Box
Budgeting in Wrike
Budgeting in Wrike
Managing Access to Financial Details
Setting Default Currency for Budgeting
Hourly Rates in Wrike's Budgeting
Setting Default Hourly Rates for Users and Job Roles
Custom Hourly Rates for Projects
Specifying the Project Budget
Financial Fields for Budgeting
Billable Time
Billable Time in Wrike
Setting Up Billing Type for Projects
Changing Billing Type of Projects and Tasks
Managing and Reporting on Billable Time
Job Roles
Job Roles in Wrike
Creating Job Roles
Allocating And Removing Job Roles From Users
Assigning and Unassigning Tasks From Job Roles
Editing and Deleting Job Roles
Wrike for Adobe XD
Wrike for Adobe XD
Installing and Uninstalling Wrike for Adobe XD Plugin
Working From the Wrike for Adobe XD Plugin
Advanced Reporting and Business Intelligence
Advanced Reporting and BI (Wrike Analyze)
Creating Analytics Boards From Templates
Creating Custom Analytics Boards
Available Advanced Reporting Widgets
Wrike Analyze: Sample Widgets
Creating Analytics Widgets From the Gallery
Adding Widgets to Analytics Boards
Working With Widgets on Analytics Boards
Analyzing Trends in Your Data
Forecasting Future Results
Filtering Data on the Board
Formulas in Advanced Reporting
Using Formulas in Advanced Reporting Widgets
Sharing Analytics Boards
Duplicating Analytics Boards
Exporting Analytics Boards
Deleting Analytics Boards
Advanced Reporting: Available Data
Advanced Reporting: Utilization and Performance Report
Wrike Custom Integrations
Wrike API
Wrike Integrate
Wrike Integrate: Useful Resources
Setting Up Integrations via Wrike Integrate
Wrike Integrate Task Limits
Navigating Integration Recipes
Actionable Meetings for Zoom by Wrike
Actionable Meetings for Zoom by Wrike
Working With Tasks From Actionable Meetings for Zoom
Wrike for Salesforce
Wrike for Salesforce
Setting Up Integration With Salesforce
Wrike’s Salesforce Widget
Wrike and Google Integrations
Google Calendar Integration
Wrike ToDo Extension
Wrike for Office Documents
Wrike for Office Documents (Office Add-in)
Installing the Wrike for Office Documents Add-in
Creating a Task From the Wrike for Office Documents Add-in
Attaching a File to an Existing Task in the Wrike for Office Documents Add-On
Removing the Wrike for Office Documents Add-in
Wrike And Microsoft Teams Integration
Wrike and Microsoft Teams Integration
Linking Your Wrike Account With Microsoft Teams
Adding a Folder, Project, or Space to Any MS Team's Channel
Actionable Wrike Notifications in Microsoft Teams
Adding the Personal App
Messaging App
Wrike Project Syncs: Jira, GitHub, GitLab, Bitbucket
Wrike Project Syncs
Wrike and Jira Sync: Setup Guide
Wrike and Jira Sync: Overview
Wrike and GitHub Sync: Overview
Wrike and GitLab Sync: Setup Guide
Wrike and GitLab Sync: Overview
Wrike and GitHub Sync: Setup Guide
Wrike and Bitbucket Sync: Setup Guide
Wrike and Bitbucket Sync: Overview
Wrike And Slack Integration
Wrike and Slack Integration
Wrike Notifications in Slack
Creating a Task From Slack
Wrike and Zapier
Wrike and Zapier
Setting Up a Zap
Wrike Marketing Insights
Wrike Marketing Insights
Working With Wrike Marketing Insights
Wrike for Adobe Creative Cloud
Wrike Extension for Adobe Creative Cloud
Install Wrike's Extension for Adobe Creative Cloud
Navigating Wrike’s Extension for Adobe Creative Cloud
Linking Adobe Files With Wrike Tasks
Proofing and Approvals in the Adobe Extension
Wrike and Tableau
Wrike and Tableau Integration
Connect Tableau Desktop to Wrike
Configure Automatic Refresh of Wrike Data
Publish Wrike Data to the Tableau Server or Tableau Online
Learn About Wrike Plans
Legacy Wrike Plans
Legacy Free
Legacy Professional
Business
Enterprise
Wrike for Marketers
Wrike for Marketers Performance
Wrike for Professional Services
Wrike for Professional Services Performance
Wrike Publish
Wrike Resource
Legacy Plans and Packages in Wrike
Basic Wrike Plans
Free
Professional
Business Plus
Enterprise Standard
Enterprise Pinnacle
Types of Plans in Wrike


USE-CASE TEMPLATES IN WRIKE

Table 67. Availability - Legacy plans

Free

Professional

Business

Enterprise




Table 68. Availability

Free

Professional

Business Plus

Enterprise Standard

Enterprise Pinnacle




 * Overview

 * Using a template

 * Available use-cases and when to use them

 * What's next?


OVERVIEW

All users with the right to create spaces on all account types can use use-case
templates.

Use use-case templates to add a premade framework to your account. Each use case
has what you need to carry out a specific type of work. Use-cases can come with:
projects, sample tasks, dashboards, reports, and request forms.


NOTE

If you're an account owner you'll see a pre-installed use-case template in your
account when you start using Wrike. This use-case is selected according to the
data you entered during registration.




USING A TEMPLATE

You can access the use-case templates gallery through the space creation wizard.


NOTE

The list of use-case templates you see in the space creation wizard depends not
only on your subscription plan, but also on your role in the account.

When you choose to create a space using a use-case template a space is created
with all the listed items in it. You can access other items created from
templates in the corresponding areas of the workspace: Dashboards, Request
Forms, Workflows, and Reports.


NOTE

Any item added to the workspace from a use-case template can be edited and
shared.




AVAILABLE USE-CASES AND WHEN TO USE THEM


TIP

You can find more information about use-cases here.

Use-case name

Great for

What it comes with

Available with

Remote Work

Keep team projects on track, manage your personal work, and lead more productive
meetings while working remotely. This template provides you with tools to help
you optimize your virtual office in Wrike.

1 Table view, 1 Gantt chart, 2 meeting templates, 1 dashboard, 3 sample folders

Professional, Business, Enterprise

Project With Dependencies

Classic, timeline-driven projects

1 project, 5 sample tasks, 1 dashboard

Professional, Business, Enterprise

Project With Phases

Taking a stepped approach to work

1 project, 5 folders, 10 sample tasks, 1 dashboard

Professional, Business, Enterprise

Requests With Approvals

Managing incoming requests and following them through

1 project, 4 sample tasks, 2 dashboards, 2 reports, 1 request form

Business, Enterprise

Professional Services

Planning and delivering client services

1 project, 4 folders, 4 sample tasks, 1 dashboard

Professional, Business, Enterprise

Kanban

Setting up Kanban-style projects

1 project, 6 sample tasks

Business, Enterprise

Event Management

Creating a structured framework for planning events

1 project, 5 folders, 10 sample tasks, 1 dashboard

Professional, Business, Enterprise

Agile Teamwork

Iteration-based approach to development

1 project, 4 folders, 8 sample tasks, 1 report

Business, Enterprise

IT Service Management

Manage incoming, templatized IT requests and kick off major projects. Prioritize
and distribute work. Track progress and report on performance metrics.

2 request forms, project templates, 1 dashboard, 5 reports, and a supporting
folder structure

Enterprise

Service Desk

Gathering incoming requests through a form and following tickets through to
completion

1 project, 3 folders, 6 sample tasks, 1 dashboard, 1 report, 1 request form

Business, Enterprise

Product Launches

Planning and executing a product launch

1 project, 3 folders, 19 sample tasks, 1 dashboard

Professional, Business, Enterprise

Go-To-Market

Launching complex marketing initiatives

1 project, 5 folders, 31 sample tasks, 1 dashboard

Professional, Business, Enterprise

Campaign Management

Classic, timeline-driven campaign planning

1 project, 5 sample tasks, 1 dashboard

Professional, Business, Enterprise

Creative Asset

Managing and executing creative asset development requests

1 project, 4 sample tasks, 2 dashboards, 2 reports, 1 request form

Business, Enterprise

Knowledge Base

Setting unified rules for using Wrike to keep your account manageable and help
users understand how they should use Wrike. It contains a playbook with sample
guidelines for using Wrike and a FAQ section.

11 sample tasks, 5 subtasks

Professional, Business, Enterprise

Business Continuity Plan

Wrike's COVID-19 Business Continuity template offers a roadmap for maintaining
operations and mitigating risks during crises. It allows you to see at-risk
projects, helps you track employee availability, and makes communication simple.

1 mitigation plan, 2 communication plans, 2 dashboards, 4 reports, 2 request
forms, 18 custom fields, 2 Table views

Business, Enterprise




WHAT'S NEXT?

 * Creating Spaces



 * Twitter
 * Facebook
 * LinkedIn


Top


RELATED ARTICLES

 * Blueprints in Wrike
 * Submit a Request Form
 * Wrike’s Automation Engine
 * Approvals in Wrike
 * Managing All Custom Fields in the Account

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