The Wrike PlaybookThe Top 11 Ways to Use Wrike to Get Things Done

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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

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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

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