Getting Started with Wrike: Features, Pricing Plan, Use Cases and How to Get Started

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Wrike Inc was initially released in 1999 and is an American project management application service provider based in San Jose, California.

It was founded by Andrew Filev in 2006. The company has received a series of funding including $1 million in Angel investing in 2012 from TMT Investments, $10 million in investment funding from Bain Capital and $15 million in May 2015 in a new round of funding.

Some of Wrike’s investors include Bain Capital, DCM Ventures and Scale Venture Partners.

Wrike is a SaaS product that enables its users to manage and track projects, deadlines, schedules and other workflow processes. The tool allows users and customers to collaborate with one another. Wrike application is available in Russian, English, Spanish, Italian, Portuguese, French, Japanese and German languages.   

Ease of Use4.8

Getting Started with Wrike

1. On Wrike’s homepage, input your business email and click on Try for free.

2. The next phase takes you to fill in the details used in creating your account. Input all details, agree to the Terms and Conditions and click on Next.

3. Select the number of people working at your company and click on Next.

4. Input your team/department and job role and click on Next. When you click on the bar to input, you can pick from the options.

5. Title your project and click on Next.

6. Include what needs to be done – could be a to-d0 list. And click on Next.

7. Select a view you would like to see your work displayed in. This can be changed later and click on Next.

8. Invite other people/teammates to join and click on Next.

Pricing Plan  

1. Free Plan

This plan is for those teams/individuals that are getting started. It costs $0 per user/month. It has key features which include Table view, board view, project & task management, and desktop and mobile apps.

2. Team Plan

This plan is for growing teams and it goes for $9.80 per user/month. It has the following features: 2-25 users, unlimited projects, unlimited tasks and subtasks, 20 free collaborators, dashboards, analytics and calendar view, use case templates, Google and Microsoft SSO, Automation (50 actions/user/month), 2GB storage per user, Interactive Gantt charts.

3. Business Plan

This is the most popular plan which goes for $24.80 per user/month. The plan is suitable for all teams across an organisation and it’s an intelligent platform for any use case. It has the following features: user cross-tagging, 5-200 users, Automation (200 actions/user/month), 5GB storage per user, user groups & permissions, Project Blueprints, AI risk prediction & task prioritisation.

4. Enterprise Plan

This is suitable for large teams and it has enterprise-grade security and scalability. To get a pricing plan, contact Wrike’s sales team. This plan has the following features: 10GB storage per user/month, 5 to unlimited users, password policies, SAML-based SSO, Automation (1000 actions/user/month), admin permissions, and user audit reports.

5. Pinnacle Plan

This pricing plan is for teams with complex work needs. It has advanced tools and analytics for complex work. To get a pricing plan, contact Wrike’s sales team. The plan has the following features: Locked Spaces, 5 to unlimited users, Job roles, 15GB storage per user, Budgeting and billable hours, Advanced reporting & BI, Automation (1500 actions/user/month), SharePoint and HTML5 proofing and approach.

How Wrike’s Dashboard Works

1. The Inbox section/option notifies you of new tasks/projects assigned to you. You have three sections – Incoming, Sent and Archive.

2. The Dashboard option gives you an overview of how your tasks or (assigned) projects are being handled and their progress rate.

3. The My to-do option is like a digital notebook of tasks to work on.

4. The …More option is to add more icons/tags to your dashboard and also customise it.

5. The Invite at the bottom of the dashboard is to invite more people and team members. Since this is a free plan, it’s limited to 49 seats.

6. The Search option is to search files, comments, tasks and projects.

7. The + option/sign is to create a new workspace.

Features of Wrike

1. Dashboard

This feature helps you with widgets in managing and monitoring your work/projects.

How It Works

Log into your Wrike account and click on the Dashboard option. You can use the created one on the website or you make your own.

If you’re creating a new dashboard, click on My productivity dashboard and select +New Dashboard. Give your dashboard a name and a space and click on Create. Click on +New Widget to create your desired dashboard overview. There are 3 categories to pick from – Project, Personal work & Work management or you can custom make your widget by clicking custom widget to add filters and other options.

Hover over any of the widgets from any of the categories and select Configure/Add to the dashboard. I selected the To Do Today/This Week widget and clicked on Configure. You add more widgets to your dashboard by clicking +New Widget.

If you choose a widget that has the configure option, make necessary edits to it and select Add to Dashboard. Your dashboard can be renamed, moved or deleted with the three dots after Share. Your dashboard can also be shared.

To edit the widgets, select any of the widgets and click on the three dots to either open in List view, hide folder names or copy to the dashboard or delete.

I selected the To Do Today/This Week widget and clicked on Create content. To show progress/update on a task/project, click on Status to indicate how far you’ve gone on a project. To add more people to a project, click on Assignee to invite by email. You can edit your start and due date, change your locations and share the widget.

2. Project Creation & Assignment

This helps in creating (personal) projects and assigning them.

How It Works

Click on the + sign at the top of the dashboard and click on Project. Give your project a name. you can add more project owners, input a start and finish date and pick a default view. Also, choose if you want the project to be shared. Click on Create.

To create tasks in the project, click on the + icon at the top of the dashboard and click on Task. Name it and click on add and open. Add subitems, files, approval, dependencies and also descriptions to this task.

To be updated on the task’s status/progress, click on Status and select your progress. Assign the project by inviting teammates and other users and set a start and due date. You can create/add more tasks by selecting the + icon to create more.


These are different ways of viewing your projects/tasks.

How It Works

Go to the Spaces section and click on Personal to select any project. I chose the Marketing Team). You can view this project in different views by clicking on any of the views at the top of the project.

This is the Table view.

This is the Board view.

This is the Gantt view.

To see more views, click on All and select add view to pick/select views from the options available.

This is the Stream view. Views can be added and applicable to all projects.

4. Work/Project Templates

This helps you manage projects better. They simplify complex processes and also save time.

How It Works

Scroll down your dashboard and click on see all templates. You are presented with a plethora of work/project templates that cut across various categories including Marketing team, IT & Engineering, Services & Consulting and the Basics.

Select any template from the category, go through the description and click on Select. This template I chose has 3 sections – Planner, All Creative and Creative Calendar – and different tasks under them.

Select any of the tasks to give updates on the projects, assign and also have publish dates.

5. Reports & Analytics    

This feature helps you measure the impact of your campaign, messages and launch.

How It Works

On your Wrike dashboard, click on the …More option and select Reports. You’re presented with some report templates or options to select from. Click any one (I chose custom reports) and make some edits/personalization. Because I chose custom reports, I’ll have to personalize them.

Name your report, select project/folder/space based on layout and projects/time entries/tasks and subtasks. You can also include filters when you’re done selecting, click on create.

This is my custom report. To create a new report, go back to Reports and choose a report template or option.

6. Integrations

Wrike gives you the flexibility of integrating 400+ apps including Bynder, Zoom, Salesforce, and Slack among others to increase your productivity.

7. Mobile apps

8. Spaces

This is a feature that lets you group your projects in terms of hierarchy and enables all kinds of organisations to define and manage their sections/departments.

9. Request Forms

This feature helps you create tasks, and initiate workflows and projects across a department.

How It Works

Under My to-do, click on More and select Request Forms. Select from the (two) options and when done, click on Submit.

To create a new (and personalized) form, click on Manage forms, click on Form, add questions/page and other draft edits and click on Publish.

10. Workload  

This feature helps you build/create a chart that’s based on region, project or specialization within/across your team.

How It Works

Under My to-do, click on More and select Workload. Click on Create Workload chart. Enter a name for your chart, add users, select a location/space (add more) and select Create.

Wrike’s Rating & Why We Recommend This Product

1. Scheduling Tools

Since Wrike is a project management tool, the platform has several methodologies that help break down tasks and projects into manageable parts. It also makes use of email and a calendar to track and maintain your progress schedule.

On a scale of 1-5, Product Curve ranked it 4.8.

2. Task Management

This helps you simplify your workload and increases your on-time delivery.

On a scale of 1-5, Product Curve ranked it at 4.5.

3. Ability to share externally

When tasks and projects are created on Wrike, you can share them amongst your team members and colleagues.

On a scale of 1-5, Product Curve ranked it 5.

4. Dashboard and Graphical Reports

Wrike’s dashboard helps you add widgets in helping you manage and monitor your work and projects. You can also custom-make your report.

On a scale of 1-5, Product Curve ranked it 4.8.

5. Customisable

The Wrike platform gives you the flexibility to personalize and customise your project, dashboard and templates to your satisfaction.

On a scale of 1-5, Product Curve ranked it 4.8.

6. Timesheets

This gives you a quick overview of how long you’ve worked on projects/tasks during a specific time frame.

7. Integration

Wrike helps you connect with tools, apps and platforms that will bring about your productivity and effectiveness.

Comparative Analysis: Wrike vs Bitrix24

This section takes a look at Bitrix24 as an alternative project management application, tool and platform.

The Bitrix24 platform is a social collaboration and communication platform. The private company offers cloud services, desktop applications, webinars and CRM. It’s located in Kyiv, Kyyiv, Ukraine and it was founded by Vadim Dumbravanu, Dmitry Valyanov, Alexey Sidornenko and Sergey Rizhikou.

Bitrix24 also doubles as an online workspace featuring tools designed to help you run your business easier and efficiently. Bitrix24 is a co-unified workspace that places a complete set of business tools into a single intuitive interface.

Bitrix24 consists of 5 large blocks namely – CRM, Communications, Website builder, Task & projects and Contact centre.

Bitrix24 Features and Services

1. Collaboration

Bitrix24’s collaboration feature helps users simultaneously access and edit shared documents in real time. You can use HD video calls & conferences, chats and worktime tracking to ensure collaboration amongst.

2. CRM

Bitrix24 CRM consists of a digital sales suite. With this feature, you generate leads via lead acquisition and make use of lead management and sales automation.

3. Tasks and Projects

With Bitrix24, you can set tasks, receive work reports and also manage projects online with the ultimate get things done tool. You’re able to manage your workload, automate and have access to task templates. You also have access to visual project management.

4. Contact Centre

It has a special feature/tool – Telephony – that allows you to rent local phone numbers, create internal phone number extensions for your employees and contact forms which are customisable.

5. HR & Automation

This gives you access to reports, attendance, processes and workflows to save time and human resources.

6. Integrations

Bitrix24 lets you integrate other apps to smoothly run your tasks and projects.

Bitrix24 Pricing Plan

This gives you the option of choosing a plan that will meet your needs.

1. Free Plan at $0

This plan is for individuals or teams who are starting out working online and want to sell more with CRM. It’s for unlimited users and comes with 5GB.

2. Basic Plan at $43/month

This plan is for effective collaboration between small businesses and sales teams. It’s for 5 users, comes with 24GB and the pricing plan changes if you’re paying for 1 month, 3 months or 1 year.

3. Standard Plan at $87/month

This plan comes with advanced collaboration for your entire company and work groups. It’s for 50 users and comes with 100GB. The pricing plan also changes if you’re paying for 1 month, 3 months or 1 year.

4. Professional Plan at $175/month

This plan is for maximum sales and business process automation. It’s for 100 users and comes with 1024GB. The pricing plan changes if you’re paying for 1 month, 3 months or 1 year.  

Bitrix24’s Reviews from Other Platforms

G2: 4.1 out of 5

Product Hunt: Nil

Capterra: 4.2 out of 5

Benefits That Make Wrike Stand Out

We’ve gotten a brief overview between Wrike and Bitrix24, we’ll use this section to highlight some of Asana’s features that make it better than Trello. Let’s get into it.

1. Project Views

Viewing projects or tasks don’t have to be boring. When creating projects, you can choose to view them on any of Wrike’s platforms, the reason being Wrike has a lot more viewing options.

2. The free version (14-day trial) is enough to get started and you have access to a lot of its features.

3. It is desktop, website and mobile friendly.

4. Wrike has a friendlier user interface that makes working smooth as they are minimal and consistent all around.


We’ve come to the end of this article and have covered Wrike and some features that make it a product worth trying out. Do try it out and we’ll be in the comment section to hear your feedback(s).

Charis Raji
Charis Raji
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