Workspace Setup

Let’s get into the look and feel of your day-to-day work in Wrike. We’ll focus on the overall design of your team’s workspace.

It is important to set up a proper framework in which you will work. While there are many different ways to categorize work, its best to start with some generic buckets in which you, your team, and your organization can build your work management system. Here are some samples of typical work groupings:
  • Work type
  • Agile framework
  • External clients
  • Internal clients
  • Departments
By now you‘ve defined your processes so its time to put them into Wrike. The mapped process will live within the folder structure you create. For repeatable work, you can set up a folder/task system as a template to duplicate for quick project setup.
There are three basic building blocks to organizing your work in Wrike:
Folders (and subfolders)
  • Use as tags to categorize work
  • Combine with projects or other folders (subfolders)
Projects (and sub-projects)
  • Manage a group of tasks that are a part of a larger goal
  • Track status & due date separately from tasks
  • Store project details (and documents)
Task (and subtasks)
  • Define work
  • Assign work
  • Set dates
By the end of the Workplace Setup session, the following should be accomplished:
  • Establish folder structure
  • Establish at least 1-3 projects
  • Add users
  • Create groups