How To Use Wrike Like Trello

How To Articles

Having experience using Wrike and Trello, I can confirm that these project management tools have their distinct advantages. But if you are accustomed to Trello and would like to try Wrike, I am available to assist you in using Wrike similarly to Trello.

Getting Started with Wrike

First things first, you’ll need to sign up for a Wrike account. Head over to www.wrike.com and click on the “Get Started for Free” button. Follow the prompts and fill in the necessary information to create your account. Once you’re in, you’ll be greeted with a clean and organized interface.

Creating Boards

Wrike uses a slightly different terminology compared to Trello. Instead of boards, Wrike has “folders” and “projects”. To mimic the board functionality of Trello, you can create a folder for each board and then create projects within those folders.

To create a folder, click on the “+” button on the left-hand sidebar and select “Folder”. Give your folder a name and hit enter. Now, you can create projects within this folder by clicking on the “+” button again and selecting “Project”.

Managing Tasks

Just like in Trello, tasks are at the heart of Wrike. To create a task, simply click on the “+” button within a project and select “Task”. Give your task a name and a description, and you’re good to go.

One feature of Wrike that sets it apart from Trello is the ability to create subtasks. This can be useful if you have tasks that require multiple steps or if you want to break down a larger task into smaller, more manageable parts.

Working with Workflow

Wrike offers a wide range of customization options when it comes to workflow management. You can create custom statuses, assign tasks to team members, set due dates, and track progress. This level of flexibility allows you to adapt Wrike to your existing workflow, just like you would with Trello.

To change the status of a task, simply click on the task and select the desired status from the dropdown menu. You can also assign the task to a team member by clicking on the assignee field and selecting a name from your team.

Collaboration and Communication

Another aspect of using Wrike like Trello is the ability to collaborate and communicate with your team. You can leave comments on tasks, attach files, and even mention team members using the “@” symbol followed by their name.

Wrike also offers integrations with popular communication tools like Slack and Microsoft Teams, allowing you to streamline your collaboration efforts even further.

Conclusion

While Wrike and Trello have their own unique features and workflows, you can definitely use Wrike in a similar way to Trello by leveraging its folders, projects, tasks, and collaboration features. With a bit of adjustment and customization, you can make Wrike work for you, just like you would with Trello. So why not give it a try and see how it fits into your project management needs?