Break your project down into tasks
Project tasks are your source of truth, and you want to create them to have all the information your teams need to do their best work. It helps to have a consistent format for each task type so your team is familiar with it, and they know where to find everything they need.
We designed this template to help you start creating tasks with ease, so you don’t miss important information and always communicate clearly. It has five sample tasks that you can rename, delete, or modify as needed. We recommend starting with these tasks as a guide before creating your own from scratch.
Tasks can be assigned to one or more members of your team, but a good rule of thumb is to try to create tasks that can be completed by one person to avoid confusion. To assign a task, select it from the list, click “Add assignee,” and select a member of your team. If the person isn’t in Wrike yet, simply add their email address, and an invitation to join Wrike will be sent to them.
View progress with the Gantt chart
You’re responsible for knowing what’s going on with your projects at all times. This isn’t always easy with complex projects that are often moving targets. We designed the Gantt view in Wrike to give you a bird’s-eye view of project progress and a complete picture of work scope in a way that’s visually easy to digest.
After you assign a task in Wrike, click the date selector to set the start and due date. Once you schedule your tasks, you can use the Gantt Chart view to see the overall project plan. From there, you can drag and drop tasks to adjust deadlines and dates. Our project scheduler’s dynamic timeline automatically adjusts everything around your changes, and all adjustments are automatically shared with your team.
The beauty of Gantt charts is that you can oversee projects, adjust projects, and communicate about projects all in one space. It’s easy to understand what you’re doing, see how everything is related, and share snapshots of project progress with your team.
As the keeper of the project schedule, you have to be aware of many different dates that are essential to getting the work done on time. You don’t want to miss one that could affect the entire project.
In Wrike, you can use milestones as reference points to mark a major event or a branching decision point in a project. Milestones are tasks that are scheduled for one day and have no duration. You can turn any task into a milestone, either from the Task view or the Gantt Chart view.
Within the Gantt chart, milestones are represented as diamond symbols, so you get an easy visual representation of all meaningful dates. Wrike also comes with a pre-built “Conflicts Monitor” widget. The Conflicts Monitor displays all milestones in your account, which are shared with you and have scheduling conflicts.
Create dependencies between tasks
Many of your projects are complex and require cross-functional teams creating and handing off tasks to one another. Because of this, the waters can occasionally muddy, causing team members to be unsure who needs to complete which task and in what order.
Wrike created task dependencies to allow you to specify the relationships between tasks. This makes it clear to team members where their responsibilities lie within the project timeline. You can use them to indicate when a task should begin or end in relation to other tasks. To create dependencies, drag and drop tasks within the Gantt chart.
Each time you change a task date, any dependencies will also automatically update to reflect your change. The free project schedule template also comes complete with pre-built dependencies, so you can manipulate them to see how they work and customize them to your needs.
Monitor your project with dashboards
In the digital working world of today, we’ve come to appreciate the value of an informative dashboard. Because we have to juggle different projects with due dates and responsibilities often overlapping, a clear view of status and priorities in one place is a lifesaver.
We designed the dashboard on the project scheduling template to be configured to your unique needs. In a single view, you can see which tasks are unassigned, due this week, overdue, or completed. Use the dashboard to make decisions in an instant regarding needed iterations and task prioritization.
As with the rest of the project template, you can modify the dashboard specifically to your needs. Once you create a dashboard, add widgets to it to help you manage and monitor your tasks. Each widget shows tasks that meet specified criteria. You can use Wrike’s pre-built widgets or build custom widgets to see tasks that match the filters you apply.