Creating a project in Wrike is a simple procedure that enables you to efficiently handle tasks, work together with your team, and monitor progress. Having been a Wrike user for many years, I can confirm its success in simplifying project management. In this article, I will walk you through the sequential steps of creating a project in Wrike, while also sharing some of my own helpful advice and perspectives.
Step 1: Logging into Wrike
The first step is to log into your Wrike account. If you don’t have an account, you can easily create one by visiting the Wrike website and signing up. Once you’re logged in, you’ll be taken to your Wrike workspace, where you can access all of your projects and tasks.
Step 2: Creating a New Project
To create a new project in Wrike, simply click on the “New +” button located at the top left corner of your workspace. A dropdown menu will appear, and you’ll want to select “New project” from the options.
Next, you’ll be prompted to give your project a name. Choose a descriptive and memorable name that reflects the purpose of the project. For example, if you’re creating a project for a marketing campaign, you could name it “Marketing Campaign 2022”.
After naming your project, you can provide additional details such as the start and end dates, project owner, and project status. These details can help you keep track of project timelines and assign responsibilities to team members.
Step 3: Adding Tasks and Subtasks
Once your project is created, it’s time to start adding tasks and subtasks. Tasks represent the main activities or deliverables of your project, while subtasks are smaller, more specific tasks that contribute to the completion of a larger task.
To add a task, simply click on the “Add task” button within your project. You can then enter the task name, assign it to a team member, set due dates, and add any necessary attachments or comments. Adding subtasks follows a similar process, where you can nest them under the main tasks to create a hierarchical structure.
Step 4: Collaborating with Your Team
One of the greatest strengths of Wrike is its ability to facilitate collaboration among team members. You can easily invite teammates to join your project by clicking on the “Invite” button and entering their email addresses.
Once your team members are added, they can access the project, view tasks, and make updates as needed. Wrike also allows you to communicate within the platform by leaving comments on tasks or using the chat feature.
Step 5: Tracking Progress and Making Adjustments
As your project progresses, it’s important to regularly track its status and make any necessary adjustments. Wrike provides a variety of tools and features to help you stay on top of your project’s progress.
You can use the project timeline view to visualize task dependencies and deadlines, allowing you to see the overall progress of your project at a glance. Additionally, you can use the Gantt chart view to create a timeline and track progress over time.
Wrike also offers customizable reports and dashboards, which allow you to generate detailed insights and metrics about your project’s progress. These reports can be a valuable tool for monitoring performance and identifying areas for improvement.
Conclusion
Creating a project in Wrike is a seamless process that empowers you and your team to efficiently manage tasks and collaborate effectively. By following the steps outlined in this article, you can create a well-structured project in Wrike and experience the numerous benefits it offers in terms of organization, communication, and productivity.