Templates Help You Plan Recurring Projects in Wrike

Published by Valerie   |  Friday, 14 March, 2008
If you manage projects that consist of typical tasks, then project templates can save you a lot of time. The templates help you quickly add frequently recurring tasks to your projects. Besides, Wrike allows you to fully customize templates for your convenience.

For example, if you have a Web site project, you always have design, coding, menu structure and content steps. So you can create the following template in Excel:

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Login to your workspace in Wrike, choose a folder where you want to create the new project. Then click on the "Import" link and upload your Excel file.

After the import process, you will be asked to associate users from your contact list in Wrike with the names found in the imported file. Then you get your project organized in your workspace:

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It is very convenient to use project templates because you can save time on every project that you manage.

Templates can be generated in two ways. If you have already organized a project in Wrike, you can export it and use the file as a template afterwards. You can edit the file, if necessary, then import it and insert it into any part of your plan. Alternatively, you can download a sample project template, adjust it to your needs and then import it to your workspace in Wrike. Each way is rather simple and will bring you a significant productivity gain.

Export Your Data at Any Time

Published by Valerie   |  Thursday, 13 March, 2008
Today we are glad to tell you that we have implemented the ability to export your data. At any time, you can export all your tasks with their statuses, priorities, responsible parties, start dates and due dates to Excel (xls) format. Your exported tasks will be structured the same way as in your workspace, so you will have a hierarchy of tasks in your Excel file.

img To export a specific folder with its tasks and subfolders, you click on the “Export” link in the right top corner of your workspace.

To export all your tasks from all folders and subfolders, you need to click on “My Folders” in the left pane; then click on the “Export” link.

Go ahead and plan your projects in Wrike, at any time, you can export your data. It is risk-free, and a FREE 30-day subscription to Wrike's professional version is included.

Wrike as Event Management Software

Published by Valerie   |  Tuesday, 12 February, 2008
Wrike can help you manage events very successfully.

You are welcome to view a demo in which our users, Darren and Lisa, tell you how easily they manage call for papers, organize their teams, control contractors and communicate with sponsors. They replaced heavy spreadsheets by Wriks’ easy-to-access online database. View a demo:

How Wrike Helps a Conference Manager to Run Events Successfully

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Build Extended Reports in Wrike

Published by Valerie   |  Saturday, 09 February, 2008
Reports have become even more flexible in Wrike. Now you can keep track of your organizational effectiveness even faster and easier than before. Now you are able to slice your projects for reports with extra accuracy.

It has become possible, thanks to the new field that allows you to specify the date filtering criteria. Now you can filter tasks not only by the due date, but also by the creation date, start date, completion date and the date when last changes have been made. Remember that you can combine such sorting criteria as dates, responsible party, task status and priority to get clear visibility of a particular part of your plans.

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In other words, you can create a report that tells you what high-importance tasks John Smith has completed by today, tomorrow or any other date. Or what tasks Mary Brown has completed since the beginning of the week. Or what tasks created by you start on the next Monday.

Your partial reports can be created in each folder, as well as overall reports across all your projects can be created in the special “Reports” area. The “Reports” area has one more advantage: you can select tasks by the author.

Now it’s your turn to benefit from Wrike’s easy-to-customize reports and evaluate your organizational productivity. There is always room for improvement in successful businesses. Very likely, you will be pleased with the opportunities for growth of your team's overall performance.

Track time spent on your tasks in Wrike

Published by Valerie   |  Sunday, 03 February, 2008
The time-tracking feature is now released in Wrike, the project management software. We have received many inquiries from our users about ability to track time in Wrike, so we decided to implement this feature.

Professional services providers, companies that work with freelancers, implement hourly pay, or have many projects and employees — all of you will find great value in the time tracking feature.

Besides time tracking, Wrike offers a powerful platform for collaboration, task organization, task management, reports across diverse projects, Gantt charts, e-mail integration and smart notifications — all in one user workspace.

Time-tracking is an essential part of increasing the productivity of your team. Time-tracking helps you keep track of the hours spent on a task or a project and evaluate the effectiveness of your employees.

Your team members now can add time entries to tasks easily. They just open the task to edit, choose the date and enter number of hours spent on the task.

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Then you can create time reports for projects and track the workload of your team members. You can export reports to CSV file format, print and provide them to clients.

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Wrike as Marketing Project Management Software

Published by Valerie   |  Tuesday, 29 January, 2008
We prepared a video in which our users, Philip and Laura, tell you how Wrike helps them to plan and manage product development successfully. Additionally, you will learn how to:
  • create tasks
  • attach files to tasks
  • set the due date of tasks
  • add folders
  • organize tasks in folders
  • delegate tasks to your associates
  • give the responsible party 24/7 access to tasks
  • be notified about changes in tasks
  • and, finally, how to get control and a unique visibility of operations
Watch the full-sized video:
How a manager plans a Product Launch in Wrike


Feel free to ask questions and make comments. We’ll be happy to give you additional details about how you can benefit from Wrike.

Ultimate Benefit that You Obtain with Wrike

Published by Valerie   |  Tuesday, 20 November, 2007

You can manage multiple projects in one place. “One place” means only one account. You create an account and organize ALL of your plans there.

Unlike other tools, Wrike provides you uniquely convenient way to achieve total information awareness on all projects. In other words, you can share any part of your project plans with the appropriate associates, then manage them in one workspace simultaneously. At the same time, you can safely keep one client's information secure from another client, one project information secure from other project participants.

This approach to organization of plans perfectly serves the needs of those who have multiple products, projects, teams, departments or offices. Wrike will make you happy if you are tired of keeping track of your plans in disconnected files. Wrike will make you happy if you are tired of  holding conversations about your projects, tasks, issues, ideas in your email inbox.

You can log in to your Wrike account and check the sales pipeline shared with your sales team, reschedule marketing plans shared with your marketing managers, examine clients’ projects. Each of them is shared with the appropriate list of people.

This saves you a tremendous amount of time on planning, organizing and monitoring your projects. Unlike other software tools, Wrike doesn’t have boundaries that prevent people with different accounts from collaborating with each other. Thus, you can easily manage different projects and share project parts with your associates when necessary.

Other benefits: boundless collaboration, email-friendliness, timeline (Gantt chart), unique flexibility, data security; time tracking and tasks dependancies in our roadmap.

How to organize client projects in Wrike

Published by Valerie   |  Friday, 16 November, 2007

If you provide professional services, it may be convenient for you to organize your tasks in Wrike in the context of clients. You can create a special folder for each client and share it with him only. That way you have a clear picture of all your clients’ information, while still keeping it private for every client:

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At the same time, you don’t need to limit yourself to such an interpretation of your plans. You can add the context of services that you provide. Create an additional folder for each service and share it with the appropriate team members.

For example, if you provide interior services, you can create the "Decoration," "Design," "Furnituring" and "Lighting" folders. If the client Brown&Co places a new order tfor decoration and furnituring, you can create an appropriate task and include it in both “Brown&Co,” "Decoration" and “Furnituring” folders. The task will be automatically shared with the representatives of the Brown company, your decoration and furnituring teams. The same rule applies to other orders.

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What is great, when the responsible party updates the task, marking it as completed, adding comments or updating the due date, your client is instantly informed about the order process. You don't need to spend time on creating special reports for your clients.  Moreover, your business becomes absolutely transparent for you in the light of clients and services.


You can also read about: How to organize work of departments, How to customize statuses,  How to organize goals and milestones, How to better organize projects and events in Wrike.

How to organize work of departments in Wrike

Published by Valerie   |  Friday, 09 November, 2007

If you manage a company, you may need to keep track of every team or department separately. In this case, you create "Marketing" and "Sales" folders of tasks shared with your marketing managers and sales representatives appropriately. Then you put new  tasks in the relevant folder. 

However, often the responsibilities of the team members can intersect. For example, when you are going to participate in a fair, your marketing managers have to prepare exhibition place. Sales representatives care about matchmaking. Both of them work on the presentation of your company.

The tricky part of organization of your plans lies in the necessity to share the tasks related to the fair with all the specialists involved.  In this case, and simply add one more folder that is included in the "Marketing" and "Sales" folders simultaneously. Hence the folder “Fair” is inherently shared with both teams: marketing and sales while other tasks are separated:

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If your company participates in multiple events, you may want to separate events from other activities. Feel free to include the “Fair” folder right there, regardless hierarchical levels:   

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You may be also interested in How to customize statuses,  How to organize goals and milestones, How to better organize projects and events, How to organize client projects in Wrike.

Wrike users recommend the leader in on-demand project management

Published by Daria   |  Friday, 02 November, 2007
The positive experience that our users receive inspires them to spread the word about Wrike. It’s great. We very much appreciate the initiative of our customers who help us let other people know about simple ways to collaborate on projects and get them done. Some of our customers recommend Wrike in project management communities, and others write reviews and publish them in blogs.

Thus inspired by such comments, a review of Wrike was recently published at comments.deasil.com. The author of the blog, Felix Sheng, was a Basecamp user until recently. Ever since Felix signed up for Wrike to give it a try, he admits Wrike has superior project collaboration features and an excellent organizational system. We are proud that Felix, like all our users, highlights Wrike's project management functionality, saying that “there are things he absolutely loves about the service” and that Wrike “is a really strong entrant into the online project management space.” Felix also gave us very detailed and valuable feedback on the features that are in our development plan.

Moreover, Wrike recently caught the attention of one of the bloggers at Fastforward.com, which is a home for the ongoing discussions about the user revolution and Enterprise 2.0 opportunities and challenges. The Fastforward blog accompanies the Fastforward conference series and is devoted to the speculations, observations and ideas on how today’s companies can “Innovate, Accelerate and Dominate.” Bill Ives, who is a long-time Fastforward contributor, posted his impressions of Wrike's project management software, online collaboration functionality and role in the development of Enterprise 2.0 culture. Bill titled his review with a very promising name: Online project management for the rest of us. We would like to thank Bill for his thorough description of Wrike's features and his statement that using Wrike makes organizations more flexible. Wrike was designed to give our clients more competitive advantages over companies using traditional project management software. We are glad that our efforts are recognized by such a competent person.

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Wrike offers a full-featured Web-based project management service. I love the easy way that you can assign each task to another person by simply entering an e-mail address in the "Also shared with" box. Wrike sends an e-mail inviting the person to sign up and log in to the project's site. "


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