Our Score: 92/100
Wrike is a project management software that enables users to manage and track projects, deadlines, schedules, and other workflow processes. Its features include project planning, scheduling, task management, time tracking software solutions, and many more. Most importantly, this software is flexible enough to fit your unique needs.
Table of contents
Overall, Wrike consists of features in two categories: project management, and team collaboration. Project Management features are those which help teams track everything associated with projects. These include an interactive Gantt chart, a workload view, and a sortable table that can be customized. While collaboration features are those designed to aid in conversations and asset creation. These include Wrike’s Live co-editor, discussion threads on tasks, and tools for attaching documents.
|1.||Project Planning & Scheduling|
|1.1.||Setting priorities and deadlines||√|
|1.2.||Resources & Workload Management||√|
|1.3.||Support Agile Methodologies||√|
|1.6.||Intake / Request Forms||√|
|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||√|
|4.3.||Integration with Accounting Systems||√|
Task & Project Management
Tasks, Folders, and Projects are the three main building blocks in Wrike. You can use them to keep track of and organize your work. For example, to keep things organized, you can add tasks to Folders or Projects. Furthermore, tasks have powerful attributes which help you get your work done. These attributes include assignee, due dates, and more.
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. Also, you can add information directly to the Project itself. This information includes Project Owner, Start Date, End Dates, and Custom Fields. In addition, you can add any attachments or conversations that the project team will want to access.
In contrast, unlike tasks and projects, folders are not actionable items. Also, they do not have their own set of attributes. Its only used for containing and organizing data.
Custom Status & Workflow
Task statuses reflect the typical states a task can be in over its lifecycle. While workflows in Wrike are made up of a set of statuses. By default, a workflow it’s made up of four groups: active, completed, deferred, and canceled. There is one status in each of the four groups.
In addition to the default workflow, Wrike allows you to create custom workflows and statuses. Also, you can specify who should be added as an assignee if a task has a particular status.
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 then picking the right person for the job.
Visual Dashboards & Reporting
Wrike allows you to create a Dashboard, and then add widgets to it. Each widget shows tasks which meet specified criteria. In addition, 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. It 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.
Overall, task management tools in Wrike are easy to use. However, for Agile teams, the main drawback of Wrike is creating a Backlog and several sprint planning using a folder isn’t easy enough.
In the Scrum methodology, sprint planning is often divided into several parts. Because every sprint usually is between 1 and 4 weeks long. To make such a plan in Wrike, you can create folders to group tasks into several Sprint.
Unfortunately, creating folders to make sprint planning isn’t easy enough. After creating a folder, you will be taken to the folder page that you have created. So you need to go back to the Backlog folder page or project page to move tasks. And based on my experience using Wrike, “Table view” is the easiest way to create Sprint Planning.
Custom Statuses and Workflows
Wrike is one of Project Management Software that allows users to create custom workflows and statuses. Furthermore, you can 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. Furthermore, 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 managing tasks directly through the Gantt chart view. Its features include edit tasks, set a start date, set a due date, and add task dependencies. Also, I can highlight the critical path and tasks overdue. Thus, the highlighted tasks 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.
Dashboard & Reporting
Another interesting feature in Wrike is a visual dashboard and reporting. Because it allows me to create my personal dashboard. For example, to shows all task that assigned to me or assigned by me. Also, I can 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 lives 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 five pricing options — Free, Professional, Business, Marketers, and Enterprise. Prices range between $0 and $24.80 per month (per user) and are billed annually, except for Marketers plan and Enterprise plan. For Marketers and Enterprise, users need to contacts Wrike teams for a custom quote. 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.
For Agile teams, the main drawback of Wrike is creating a Backlog and several sprint planning using a folder isn’t easy enough.
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 required by marketing teams which often revolve around briefs, requests, assignments, reviews and approvals, and integration.
Furthermore, with the ability to integrate with JIRA and Github, the solution also suitable for a software development project.
Reviewed by Audrey Addison
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.
Not sure if Wrike is the right fit for you? Read our following reviews: Best Project Management Software, Top Free Project Management Software, Top Project Management Time Tracking Software, Top Agile Project Management Software.