The Wrike PlaybookThe Top 11 Ways to Use Wrike to Get Things Done
////
What is Wrike? Wrike is an online tool for accelerating work and managing deadlines, work discussions, resources, & teamwork.Wr
But It's More Than Just Project Management Even though Wrike was initially created as a project management tool, it's so flexible that our customers have found other uses for it.Pm+
Here are 11 ways we’ve seen customers use Wrike. These use cases can be mixed and matched, so that Wrike helps you carry out several (or all) of these functions.
Top 11 Ways To Use Wrike 1. Project Management 2. Team Collaboration 3.Content Publishing 4. Product Development 5. Event Management 6. Onboarding/Training 7. Simple To-Do List 8. Productivity Aid 9. Objectives & Key Results 10. Reference Folder 11. Intranet/Informal Watercooler
#
Project Management This is the most common way to use Wrike. Create projects made of individual tasks, assign it to your team, and maintain visibility into what gets done.01
Useful For:Any organization of any size
Highlights:• Projects owned by only 1 person• Projects broken down into tasks/subtasks• Tasks/subtasks have 1 or more assignees, a
deadline, extra detail • Status of all work can be monitored, reported on
Possible Uses:Managing projects, product launches, PR and promotions, marketing campaigns, etc.
Team Collaboration Wrike can serve as the central hub for all team collaboration. No more long email threads. Discussions live right in each task.02
Useful For: Any team
Highlights: • Task description as collaborative document editor • Attachments can be edited without downloading • Mention colleagues in comments to get their
attention or opinion• Feedback in comments section instead of email
Possible Uses:Review process, work discussions, alternative to email, alternative to instant messaging
Content Publishing Wrike can serve as your content workflow system, moving written materials from concept to execution to review and onward to publication. 03
Useful For: Content teams, publications, creative agencies
Highlights: • Tasks as content pieces• Tags as workflow statuses (e.g. Concept, In
Process, In Review, In Design, In Wordpress, Published)
• Dependent tasks (e.g. Task B cannot start till Task A is done)
• Content can be discussed, reviewed, and approved at every stage
Possible Uses:Blogs, multimedia production, website creation & maintenance, newsletter creation, print
Product Development With Wrike, you can map out an entire product lifecycle from conception to delivery and efficiently track every moving part.04
Useful For: Software teams, product teams
Highlights: • Backlog as user stories• Custom statuses for your
workflow (e.g. In Development, In QA, Released, etc.)
• Shared Dashboards can act as Kanban boards
Possible Uses:Kanban boards, Agile software development, Lean product development
Event Management Wrike can handle multiple checklists & multiple collaborators (e.g. suppliers and vendors), making it a perfect tool for managing event planning. 05
Useful For:Event planners, anyone managing an event
Highlights: • Folders for events (e.g. wedding, holiday
party, etc.) • Schedule tasks and link dependencies • Milestones to make sure tasks stay on track• All vendors can be added as Collaborators
Possible Uses:Parties, corporate events, alternative to email and spreadsheets
Onboarding/Training Wrike can be an onboarding system for new hires, listing tasks for day one, plus resources, & training materials.06
Useful For: Any organization aiming to get new hires up and running faster
Highlights: • One folder per new hire • Each task can hold reference/
training materials, videos• Each department has template of
onboarding tasks • Progress of new hires is tracked
from day one
Possible Uses:New hire product training, HR tasks for day one, storage for reference material
Simple To-Do List In its simplest, most basic functionality, Wrike is a list of to-do items that you can jot down and check off.07
Useful For:Anyone wanting to track their progress
Highlights: • Folders as buckets for grouped tasks• Tasks as individual to-do items • Tasks broken down into subtasks or
step-by-step checkboxes
Possible Uses:Quick work items, shopping lists, reading lists, movies to watch, restaurants to visit, bucket lists, bills to pay, exercise regimen
Productivity Aid Wrike can be configured as you need it, whether you're running Getting Things Done (GTD), doing Most Important Tasks (MITs), or anything in between. 08
Useful For: Anyone wanting to be more productive
Highlights: • Folders for inboxes (e.g. Today, Someday, etc.) • Folders for contexts (e.g. work, car, store) • MyWork dashboard as accurate to-do list• Wrike Mobile app as quick way to jot notes• Wrike Chrome Extension to turn any URL into a task
Possible Uses:GTD, brain dumps, mind maps, external brain
Objectives & Key Results Wrike can track your organization's Objectives and Key Results (OKRs), allowing everyone to share their goals.09
Useful For: Any organization wanting to implement OKRs
Highlights: • Tasks as high-level objectives• Subtasks as key results under
each objective• One folder to house all
department/company OKRs
Possible Uses:OKRs, talent management, performance reviews
Reference Folder Wrike's strength is its flexible folders, which allow you to organize any information into a system that works for you. 10
Useful For: Anyone wanting to organize digital work
Highlights: • Folders as categories (or tags) to store
digital information• Tasks as individual data • Wrike Chrome Extension to bookmark
any webpage & bring it into Wrike Possible Uses:Browser bookmarks alternative, classroom notes, meeting minutes, Evernote/OneNote alternative, Pocket/Delicious alternative
Intranet/Informal Watercooler Wrike can also be used as a way to make announcements as on Intranets before. Or simply as a way to collect everyone's favorite cat videos. 11
Useful For: Teams needing a digital bulletin board
Highlights: • Public folder open to whole user base• Tasks contain each news item/blog post/
announcement • Mention your entire team with @MyTeam
to send the message to all users
Possible Uses:Team bulletin board, public announcements, news items, curated shareable links
Wrike is Work Management Made Easy With so many ways to use Wrike, the option paralysis might be stopping you from proceeding. Why not check out how our customers have used Wrike — in their own words?
Wm
Read Testimonials
Now
Click to read!
Broughttoyouby
www.wrike.com