Our Score: 92/100
Wrike is a project management software that includes project planning, marketing project management, scheduling software, task management, an add-in for Microsoft Outlook, and time tracking software solutions. It enables users to manage and track projects, deadlines, schedules, and other workflow processes. The primary goal of the software is to help streamline workflow and allow companies to focus on core tasks.
Wrike is designed around a minimalist multi-pane UI and consists of features in two categories: project management, and team collaboration. Project Management features are those which help teams track dates and dependencies associated with projects, manage assignments and resources, and track time. These include an interactive Gantt chart, a workload view, and a sortable table that can be customized to store project data.
Collaboration features are those designed to aid in conversations, asset creation, and decision-making by teams. These include Wrike’s Live co-editor, discussion threads on tasks, and tools for attaching documents, editing them, and tracking their changes.
|1.||Project Planning & Scheduling|
|1.1.||Setting priorities and deadlines||√|
|1.2.||Resources & Workload Management||√|
|1.3.||Support Agile Methodologies||√|
|2.1.||Assigning tasks to team members||√|
|2.2.||Attach files to the task||√|
|2.3.||Comments on task||√|
|2.8.||Progress Tracking / Status||√|
|4.||Project Financial Management|
|4.2.||Payments / Billing||√|
|4.4.||Integration with Accounting Systems||√|
Task & Project Management
Tasks, Folders, and Projects are the three main building blocks in Wrike and you can use them to keep track of and organize your work. Tasks are similar to items on a to-do list: they keep track of action items that need to be completed. To keep things organized, you can add tasks to Folders or Projects. In addition to being a way to keep track of work that needs to be done, tasks have powerful attributes which help you get your work done such as assignee, due dates, and more.
Folders are for containing and organizing data. Add tasks to Folders to keep related information in one place or build out your Workspace’s organizational structure and make it easy to find and share information. Unlike Tasks and Projects, Folders are not actionable items and they do not have their own set of attributes.
Projects are one of the main ways to organize, manage, and report on work within Wrike. You can use Projects to manage a group of tasks that are part of a larger goal. Projects enable you to track status and due dates separately from your tasks while adding information directly to the Project itself: Project Owner, Start Date, End Dates, Custom Fields, plus any attachments or conversations that the project team will want to access.
Custom Status & Workflow
Task statuses reflect the typical states a task can be in over its lifecycle. Workflows in Wrike are made up of a set of statuses, and each workflow is made up of four groups: active, completed, deferred, and canceled. The default workflow is available to all Wrike users and there is one status in each of the four groups.
Business and Enterprise accounts: In addition to the default workflow these accounts can create Custom Workflows and Statuses and specify who should be added as an assignee if a task has a particular status. Create a new workflow to meet a team’s needs, and add statuses within that workflow which reflect the typical statuses your tasks go through.
Resource & Workload Management
Wrike offers resource management add-on to optimize project scheduling, balance workloads, and increase productivity. It helps the project manager understand how much effort a task requires and picking the right person for the job.
Visual Dashboards & Reporting
Wrike allows you to create a Dashboard, and then add widgets to it, to help you manage and monitor your tasks. Each widget shows tasks which meet specified criteria, you can use Wrike’s pre-built widgets or build Custom Widgets to see tasks which match the filters you apply. You can build a widget which shows tasks from a particular Folder or Project, or from all Folders/Projects directly from a Dashboard. Below are available widget templates:
- Project Widget – All Projects within a selected Folder/Project which meet specified criteria.
- Active tasks by assignee – All active tasks which are assigned to a user or to members of a User Group and within the selected Folder/Project. Do not select a Folder/Project to build a widget with tasks from the whole account.
- Tasks by status – All tasks with a selected status within a specified Folder or Project. Do not select a Folder or Project to build a widget with tasks from the whole account.
- Starred Tasks – All tasks which you’ve marked with a star icon. These are the same tasks that appear on the Starred section in Inbox.
- Tasks assigned to me – Tasks which are assigned to you and which have an active status.
- To do today/this week – All active tasks assigned to you and whose scheduled start or due date is today or this week or where today or this week’s dates fall between the task’s scheduled start and due dates. This widget does not show overdue tasks.
- My overdue tasks – All overdue tasks which are assigned to you and have an active status.
- Overdue tasks you created – All overdue tasks which you created and have an active status, but which are not assigned to you.
- Tasks I follow – Tasks where you’ve added a comment, been @mentioned, or which you’ve followed by clicking the task’s follow button.
- Available on accounts with Proofing and Approvals – Tasks where you’ve been assigned as a reviewer and haven’t given your input yet.
- My Backlog – Backlogged tasks which are assigned to you and which have an active status.
- Conflicts Monitor – Dependency related conflicts. For example, when a task is linked to a milestone task with a finish to start dependency and the task is scheduled to finish after the milestone.
- Activity Stream – Updates from the Stream tab.
Wrike is one of the best Project Management Software when you’re working with your team. Below are key features of collaboration tools:
- Collaboration at the task level – In the comments field, you can type @ followed by a user or User Group’s name, quote text, add emojis, and track changes when someone makes changes to a task’s description.
- Collaborate on Images – Wrike allows you to attach images to tasks from your computer or from cloud storage providers, proofing (add comments directly to images), and add files to review and assign reviewers (Each reviewer is able to approve the file or indicate that changes are required).
- Reports and Dashboards – Share a report with teammates so that everyone stays on the same page.
- Collaborators – Collaborator is one of the three license types in Wrike. Collaborators have limited rights within the Workspace – it’s a license type ideal for people outside of your organization who only need to update task statuses and view information.
Wrike offers integration with CRM Software such as Salesforce and HubSpot, file storage such as Box, Google Drive, Dropbox, and OneDrive, IT project management software such as JIRA and Github, and many others different applications.
Whether you’re commuting to work or you’re on-the-go, Wrike mobile app gives you the freedom to access work anywhere. With features that put your mind at ease, you won’t even notice that you’re on the road. Below are what you can do with Wrike mobile app:
- Real-time collaboration with your team and important stakeholders.
- Create tasks with ease and manage your team’s workload with a submission of a Request Form or by creating a task, project, or folder.
- Access reports and documents you need instantly.
- Advanced security features to keep your company info safe.
- Don’t let choppy internet or poor reception stop you from updating work – with offline mode.
Wrike mobile app is available in English, German, Spanish, French, Italian, Japanese, Brazilian Portuguese, Russian, Turkish, or Polish.
I try Wrike Project Management Software with a free trial version of Business Plan that provides robust work management with customization & exec reporting. In my opinion, Wrike has very intuitive features and easy to use. It also gives users a simple way to access project and task. For example, each project is available on the left menu, so when I want to access the specific project, it only requires one step, just click the project name on the left menu.
Custom Statuses and Workflows
Wrike is one of Project Management Software that allows users to create custom workflows and statuses and specify who should be added as an assignee if a task has a particular status. Workflow management is available in the Account Management menu. This feature also has a simple UI that makes users can add, edit, or delete workflows and statuses easily. But one of the drawbacks that I found in Wrike is project status (Green, Red, Yellow, Completed, On Hold, and Canceled) can’t be customized.
Gantt chart is available on a specific folder/project page or team page that contains tasks of all folders/projects. Each task is represented by a bar that displays the task name and assignee; the position and length of the bar reflect the start date and due date.
What I like about the Gantt chart in Wrike is that the feature let me edit tasks, set a start date and due date, and add task dependencies directly through the Gantt chart. I also can highlight the critical path and tasks overdue to make it easier for me to know all tasks that need more attention.
One of the drawbacks that I found in Gantt chart feature is there is no different color between actual time and planned time. I also not able to simplify the display of table columns, such as making the table only show the task name.
Dashboard & Reporting
Another interesting feature in Wrike is a visual dashboard and reporting. With this feature, I can create my personal dashboard that shows all task that assigned to me or assigned by me. I can also create a dashboard for executive reports that contains a report of project status, overdue projects that probably require even more immediate attention, and more. But the drawback that I have found is the feature does not let me show certain fields of projects or certain fields of tasks in the dashboard.
Customer Service & Support
Wrike provides a knowledge base for users with a getting-started guide and information about billing issues, email integration, reports and more. It also has video tutorials and lives webinars. In addition, users can submit a support request straight from the knowledge base.
Wrike offers the following support packages:
- Professional – The Professional package covers phone, email and live chat support.
- Enterprise – In addition to the phone, email and live chat, the Enterprise package guarantees a same-day response.
- Premium – The Premium package includes 24/7 dedicated support (for administrators) as well as a one-hour guaranteed response time.
Wrike has four pricing options — Free, Professional, Business, and Marketers. Prices range between $0 and $34.60 per month (per user) and are billed annually. Volume discounts are available for the Business and Marketers plans. The main differences between the plans include features, storage space, number of users/collaborators, and integrations.
The free project management software from Wrike is limited only for 5 users with access to the following features: Task management, file sharing, basic integration with cloud storage, desktop & mobile apps, and 2Gb of storage space.
Pros and Cons
Wrike is one of the best project management software on the market that provides intuitive features and easy to use. It also has flexible workflows and statuses that can be fully customized. Another good thing about Wrike is the ability to integrate with many different applications.
The bad thing that I found in Wrike is the Dashboard and Reporting features that can’t be customized to show certain fields of project or task.
Wrike is suitable for you who are looking for project management software that easies to use and has flexible workflows to fit your business process. It also a good choice for marketers because Wrike offers almost all features that required by marketing teams which often revolves around briefs, requests, assignments, reviews and approvals, and integration with Adobe Creative Cloud.
Furthermore, with the ability to integrate with JIRA and Github, the solution also suitable for a software development project.
About Wrike, Inc.
Wrike, Inc. is a privately held project management application service provider based in San Jose, California. The company was founded in 2006 by Andrew Filev. Filev initially self-funded the company before obtaining investor funding later on.
Wrike released the beta version of its software (also called Wrike) in December 2006, and publicly debuted the application that month at the Le Web 3 conference in Paris, where it won the prize for the B2B category. They then launched a new “Enterprise” platform aimed at larger businesses in December 2013. In 2016 Wrike launched a data center in Europe to host data in compliance with local privacy regulations. In July of the same year, Wrike announced the launch of Wrike for Marketers, their first move into verticalized solutions. The product was designed around the typical marketing workflow, which often revolves around briefs, requests, assignments, reviews, and approvals.