Inicio rápido
This guide covers every Wrike feature:
- Empezando — Create your account and organize work
- How to Use Dashboards — Track live metrics and manage data at a glance
- Cómo utilizar los diagramas de Gantt — Plan project timelines on a visual gantt chart
- How to Use Project Resource Planning — Balance workloads and timelog entries across teams
- How to Use Dynamic Request Forms — Turn request forms into ready-to-run projects
- How to Use Wrike AI — Automate tasks and draft content fast
- Cómo utilizar la automatización — Trigger rules so routine work items run themselves
- How to Use Project Views — Switch view options like Table, Board, and calendar
- How to Use Proofing — Review files and collect comments in one place
- Cómo usar los tableros Kanban — See tasks grouped by status on a board
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I’ve used Wrike for over two years and tested every feature here myself.
This tutorial on how to use Wrike comes from real hands-on work, not vendor screenshots.
Wrike is one of the most capable project management software platforms available today.
Most new users only touch a few core features and miss the rest.
You will learn the core concepts behind every tool in minutes.
This guide shows you how to use every key feature to organize work and track projects.
Step by step, with videos, screenshots, and practical tips.
Wrike Tutorial
This Wrike tutorial walks you through each feature step by step, from account setup to advanced practices that make you a power user.
Wrike
Plan projects, assign tasks, and collaborate in one workspace. Wrike brings dashboards, a gantt chart, and automatización together for teams that handle complex work. Start free — no credit card required.
Getting Started with Wrike
Before using any feature, finish this one-time setup on your computer.
Tarda unos tres minutos.
Here is my personal experience getting started with the platform:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to the Wrike website and click “Get Started” to create your free account.
Enter your email, then set a password.
✓ Control: Comprueba tu bandeja de entrada para recibir un correo electrónico de confirmación.
Paso 2: Acceda a su espacio de trabajo
Log in to open your Wrike workspace in any browser.
Wrike works on your computer, tablet, and phone, so you can access work anywhere.
Take a minute to familiarize yourself with the left panel and top menu.
Así es como se ve el panel de control:
✓ Control: You should see the main dashboard and your spaces.
Step 3: Build Your Structure
Create a space for each team or department to organize projects cleanly.
Add a folder inside each space, then create your first tasks.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
How to Use Wrike Dashboards
Paneles de control lets you track live metrics and manage data across every project in one view.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the Dashboards Tab
Click Dashboards in the left panel to view your work items.
Paso 2: Agregar widgets
Add widgets for active, overdue, and upcoming tasks so nothing slips.
Así es como se ve:
✓ Control: You should see a live board of tasks grouped by status.
Step 3: Share the Board
Share the dashboard with your teams to keep everyone aligned.
✅ Resultado: You have a dashboard that shows real-time project data and metrics.
💡 Consejo profesional: Pin one dashboard per client so managing multiple projects stays simple.
How to Use Wrike Gantt Charts
Diagramas de Gantt lets you plan project timelines and set dependencies on a visual gantt chart.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Switch to Gantt View
Open a project and pick the gantt chart from the view options.
Step 2: Set Dates and Dependencies
Drag task bars to set dates, then link tasks that depend on each other.
Así es como se ve:
✓ Control: Your project timelines appear as connected bars across the calendar.
Paso 3: Seguimiento del progreso
Watch timelines shift automatically when dates change.
✅ Resultado: You have a gantt chart that maps your whole plan at a glance.
💡 Consejo profesional: Set dependencies temprano so delays on one task update every linked date.
How to Use Wrike Project Resource Planning
Project Resource Planning lets you balance workloads and log timelog entries so no one is over-assigned.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open Resource View
Go to the resource planning tools to see who is assigned what.
Step 2: Assign and Balance
Move tasks between users to spread work fairly across the group.
Así es como se ve:
✓ Control: Each user shows a clear workload with no red overload flags.
Step 3: Log Time
Have your teams add timelog entries so budget and hours stay accurate.
✅ Resultado: Your resource plan keeps teams busy without burning anyone out.
💡 Consejo profesional: Review workloads every Monday to keep your resource plan on track.
How to Use Wrike Dynamic Request Forms
Dynamic Request Forms lets you turn request forms into ready-to-run projects with no manual setup.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Crear un formulario
Build request forms with the fields your team needs to start work.
Step 2: Add Logic
Set rules so answers route each request to the right folder.
Así es como se ve:
✓ Control: A submitted form creates a task with all details filled in.
Paso 3: Publicar y compartir
Share the form link so anyone can submit intake requests.
✅ Resultado: Intake requests now become structured tasks automatically.
💡 Consejo profesional: Connect forms to automatización so approved requests trigger a full project.
How to Use Wrike Wrike AI
Wrike IA lets you automate tasks, draft content, and predict project risk with built-in AI.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open Wrike AI
Click the AI icon inside any task to start.
Step 2: Generate or Summarize
Ask it to draft content, summarize comments, or suggest subtasks.
Así es como se ve:
✓ Control: New subtasks or a content draft appear inside your task.
Paso 3: Aplicar sugerencias
Accept the output to create tasks or update items instantáneamente.
✅ Resultado: You save time on routine work items and planning.
💡 Consejo profesional: Use Wrike AI on request forms to auto-fill task details as they arrive.
How to Use Wrike Automation
Automatización lets you trigger rules so routine work runs itself without daily effort.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abrir la automatización
Go to the automation panel in your space settings.
Step 2: Build a Rule
Create a rule in a simple ‘when, then’ format to move tasks.
Así es como se ve:
✓ Control: A test task moves or updates on its own when the trigger fires.
Step 3: Turn It On
Save the rule so it fires across your selected folders.
✅ Resultado: Repetitive admin work now happens without you clicking anything.
💡 Consejo profesional: Automate status changes and notifications so nothing waits on a reminder.
How to Use Wrike Project Views
Vistas del proyecto lets you switch between view options to see work the way each team prefers.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Pick a View
Choose Table, Board, calendar, or gantt chart from the view menu.
Paso 2: Aplicar filtros
Use filters to show only the tasks, dates, or statuses you want.
Así es como se ve:
✓ Control: Your work appears in the format you selected with filters applied.
Step 3: Save the View
Save your custom view settings so you can reload them later.
✅ Resultado: Each team member sees tasks grouped their own way.
💡 Consejo profesional: Wrike offers up to nine project views, so try a few before you settle.
How to Use Wrike Proofing
Proofing lets you review files, mark up designs, and collect comments in one place.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Subir un archivo
Attach the files or designs your marketing team needs reviewed.
Step 2: Add Comments
Click directly on the file to leave precise comments and reviews.
Así es como se ve:
✓ Control: All feedback sits on the file instead of scattered emails.
Step 3: Approve
Mark the proof approved once every note is resolved.
✅ Resultado: Creative reviews finish faster with clear, tracked comments.
💡 Consejo profesional: Use proofing with approvals so sign-off is logged automatically.
How to Use Wrike Kanban Boards
Tableros Kanban lets you see tasks grouped into columns by status and move them as work flows.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open Board View
Switch any project to the Board view to see status columns.
Step 2: Drag Cards
Move task cards between columns as their status changes.
Así es como se ve:
✓ Control: Your tasks sit in columns that mirror your team’s process.
Step 3: Customize Columns
Edit columns so statuses match your real workflow.
✅ Resultado: Everyone can see project status without asking for an update.
💡 Consejo profesional: Add custom fields to cards to track budget or priority right on the board.
Wrike Pro Tips and Shortcuts
After testing Wrike for over two years, here are my best tips.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Create a task | N |
| Buscar espacio de trabajo | Ctrl + K |
| Open comments | C |
| Asignar una tarea | A |
Características ocultas que la mayoría de la gente pasa por alto
- Cross-tagging: Place one task in several projects so departments share work items without copies.
- Campos personalizados: Add custom items and custom fields to track budget, priority, or any metric.
- Wrike University: Enroll in a free course to learn best practices; teams see a 102% productivity boost after training.
Wrike Common Mistakes to Avoid
Mistake #1: Skipping the Space Structure
❌ Incorrecto: Dumping every task into one folder with no structure.
✅ Derecha: Build spaces per team, then a folder per project, before you create tasks.
Mistake #2: Mismatched Task Statuses
❌ Incorrecto: Using default statuses that do not match your real workflow.
✅ Derecha: Edit statuses so the board mirrors how your team actually works.
Mistake #3: Emailing Instead of Commenting
❌ Incorrecto: Discussing tasks over external email threads.
✅ Derecha: Keep comments inside the task so context and files stay together.
Wrike Troubleshooting
Problem: Notifications Are Overwhelming
Causa: You are subscribed to too many tasks and projects.
Arreglar: Open notification settings and trim subscriptions to the work you own.
Problem: Tasks Are Missing From a View
Causa: A filter is hiding items you expect to see.
Arreglar: Clear the active filters, then reapply only the ones you need.
Problem: Dates Keep Shifting
Causa: Linked dependencies push connected dates on the gantt chart.
Arreglar: Review dependencies and unlink tasks that should stay fixed.
📌 Nota: If none of these fix your issue, contact Wrike support or search the knowledge base.
¿Qué es Wrike?
Wrike is project management software that helps teams plan, track, and collaborate on work in one platform.
Think of it like a shared workspace where every task, file, and comment lives together.
Mira este breve análisis:
It supports more than 1.65 million users a year and has over 400 third-party integrations.
Incluye estas características clave:
- Paneles de control: Live views of active, overdue, and upcoming tasks and metrics.
- Diagramas de Gantt: Visual timelines that map dependencies and dates.
- Vistas del proyecto: Table, Board, calendar, and gantt chart view options.
- Automatización: Rules, triggers, and actions that handle routine tasks.
- Request Forms: Dynamic intake forms that create projects on submit.
- Proofing: Online proofing tools for marketing and creative teams.
Para una revisión completa, consulte nuestra Wrike review.
Ready to try it yourself? Start your free account below.
Precios de Wrike
Here is what Wrike costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Gratis | Gratis | New users testing the essentials |
| Equipo | $10 | Small teams organizing shared tasks |
| Negocio | $25 | Businesses running complex work across departments |
| Empresa | Costumbre | Large organizations needing security and scale |
| Pináculo | Costumbre | Teams needing advanced analytics and resource tools |
Prueba gratuita: Yes — the Free plan is free forever, and paid plans offer a trial.
Garantía de devolución de dinero: Consulta las condiciones vigentes al finalizar la compra.
💰 Mejor relación calidad-precio: Negocio — it unlocks custom fields, automation, and dashboards most growing teams need.
Wrike frente a alternativas
How does Wrike compare? Here is the competitive landscape:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Wrike | Scaling teams and complex work | $10/mes | ⭐ 4.3 |
| Noción | Docs and light project tracking | $10/mes | ⭐ 4.7 |
| Haga clic hacia arriba | All-in-one customization | $7/mes | ⭐ 4.7 |
| Taskade | AI-first task flows | $8/mes | ⭐ 4.6 |
| Lunes | Visual, easy setup | $9/mes | ⭐ 4.6 |
| Asana | Gestión de tareas sencilla | $11/mes | ⭐ 4.5 |
| Hoja inteligente | Spreadsheet-style planning | $9/mes | ⭐ 4.4 |
| Trabajo en equipo | Client and agency work | $11/mes | ⭐ 4.4 |
Selecciones rápidas:
- Mejor en general: Wrike — deep features for complex work and reporting.
- Mejor presupuesto: ClickUp — a strong free tier and low paid pricing.
- Ideal para principiantes: Monday — the simplest setup for new users.
- Lo mejor para marketing: Wrike — proofing and request forms built for creative teams.
🎯 Alternativas a Wrike
Looking for Wrike alternatives? Here are the top options:
- 🚀 Noción: A flexible workspace that blends docs, wikis, and boards for teams that want writing and tasks together.
- 💰 Haga clic hacia arriba: A budget-friendly platform packing views, docs, and goals into one tool with a generous free plan.
- 🎨 Tarea: An AI-first tool that turns outlines into tasks fast, great for small teams and solo users.
- ⚡ Lunes: A colorful, easy platform new users pick up quickly for simple project tracking and calendars.
- 🔒 Asana: A clean task manager focused on clear timelines and lightweight workflow for growing teams.
- 🧠 Hoja inteligente: A spreadsheet-style platform for teams that plan projects and budget in a familiar grid.
- 👶 Trabajo en equipo: A platform built for agencies to manage client work, timelog entries, and billing in one place.
Para ver la lista completa, consulte nuestra Alternativas a Wrike guía.
⚔️ Comparación de Wrike
Here is how Wrike stacks up against each competitor:
- Wrike vs Notion: Wrike wins on project management depth; Notion wins on flexible docs and notes.
- Wrike vs ClickUp: Both pack many features; Wrike feels steadier at scale, ClickUp costs less.
- Wrike contra Taskade: Wrike offers deeper reporting; Taskade is lighter and faster for small teams.
- Wrike contra el lunes: Monday is easier to start; Wrike handles complex work and resource planning better.
- Wrike vs Asana: Asana is simpler; Wrike gives more view options, custom fields, and automation.
- Wrike vs Smartsheet: Smartsheet suits grid fans; Wrike gives richer dashboards and proofing tools.
- Trabajo individual vs. Trabajo en equipo: Teamwork targets agencies; Wrike scales across bigger, cross-team projects.
Start Using Wrike Now
You learned how to use every major Wrike feature:
- ✅ Dashboards
- ✅ Diagramas de Gantt
- ✅ Project Resource Planning
- ✅ Dynamic Request Forms
- ✅ Wrike AI
- ✅ Automatización
- ✅ Project Views
- ✅ Proofing
- ✅ Tableros Kanban
Siguiente paso: Elige una función y pruébala ahora.
Most people start with Dashboards to track their tasks.
It takes less than five minutes to get started.
Preguntas frecuentes
Is Wrike hard to learn?
Not for most new users. The basics take minutes, and you can enroll in free Wrike University courses to learn advanced practices at your own pace.
¿Para qué se utiliza Wrike?
Wrike is project management software used to plan projects, assign tasks, track timelines, and collaborate on complex work across teams and departments in one workspace.
How do I get started with Wrike?
Create a free account, build a space for your team, add a folder per project, then create tasks. A short setup gets you organized fast.
¿Es Wrike mejor que Jira?
It depends on your work. Wrike suits marketing and cross-team projects, while Jira fits software teams. Wrike offers broader view options and request forms.
Does Wrike offer training?
Yes. Wrike Discovery courses finish in minutes, and live monthly webinars help you learn. Teams report a 102% productivity increase once a course is completed.
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