How to Use Wrike Step by Step — 2026 Tutorial

Démarrage rapide

This guide covers every Wrike feature:

• Commencer — Create your account and organize work
• How to Use Dashboards — Track live metrics and manage data at a glance
• Comment utiliser les diagrammes 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
• Comment utiliser l'automatisation — 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
• Comment utiliser les tableaux Kanban — See tasks grouped by status on a board

Temps nécessaire : 5 minutes par fonctionnalité

Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives

Pourquoi faire confiance à ce guide ?

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 automation together for teams that handle complex work. Start free — no credit card required.

ESSAYEZ WRIKE MAINTENANT →

LIRE L'ARTICLE COMPLET →

Getting Started with Wrike

Before using any feature, finish this one-time setup on your computer.

Cela prend environ trois minutes.

Here is my personal experience getting started with the platform:

Passons maintenant en revue chaque étape.

Étape 1 : Créez votre compte

Go to the Wrike website and click “Get Started” to create your free account.

Enter your email, then set a password.

✓ Point de contrôle: Vérifiez votre boîte de réception pour recevoir un courriel de confirmation.

Étape 2 : Accédez à votre espace de travail

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.

Voici à quoi ressemble le tableau de bord :

✓ Point de contrôle: 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.

How to Use Wrike Dashboards

Tableaux de bord lets you track live metrics and manage data across every project in one view.

Voici comment l'utiliser étape par étape.

Step 1: Open the Dashboards Tab

Click Dashboards in the left panel to view your work items.

Étape 2 : Ajouter des widgets

Add widgets for active, overdue, and upcoming tasks so nothing slips.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

How to Use Wrike Gantt Charts

Diagrammes de Gantt lets you plan project timelines and set dependencies on a visual gantt chart.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your project timelines appear as connected bars across the calendar.

Étape 3 : Suivre les progrès

Watch timelines shift automatically when dates change.

How to Use Wrike Project Resource Planning

Project Resource Planning lets you balance workloads and log timelog entries so no one is over-assigned.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

How to Use Wrike Dynamic Request Forms

Dynamic Request Forms lets you turn request forms into ready-to-run projects with no manual setup.

Voici comment l'utiliser étape par étape.

Étape 1 : Créer un formulaire

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: A submitted form creates a task with all details filled in.

Étape 3 : Publier et partager

Share the form link so anyone can submit intake requests.

How to Use Wrike Wrike AI

Wrike IA lets you automate tasks, draft content, and predict project risk with built-in AI.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: New subtasks or a content draft appear inside your task.

Étape 3 : Appliquer les suggestions

Accept the output to create tasks or update items immédiatement.

How to Use Wrike Automation

Automation lets you trigger rules so routine work runs itself without daily effort.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrir Automation

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

How to Use Wrike Project Views

Vues du projet lets you switch between view options to see work the way each team prefers.

Voici comment l'utiliser étape par étape.

Step 1: Pick a View

Choose Table, Board, calendar, or gantt chart from the view menu.

Étape 2 : Appliquer les filtres

Use filters to show only the tasks, dates, or statuses you want.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

How to Use Wrike Proofing

Proofing lets you review files, mark up designs, and collect comments in one place.

Voici comment l'utiliser étape par étape.

Étape 1 : Téléverser un fichier

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: All feedback sits on the file instead of scattered emails.

Step 3: Approve

Mark the proof approved once every note is resolved.

How to Use Wrike Kanban Boards

Tableaux Kanban lets you see tasks grouped into columns by status and move them as work flows.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your tasks sit in columns that mirror your team’s process.

Step 3: Customize Columns

Edit columns so statuses match your real workflow.

Wrike Pro Tips and Shortcuts

After testing Wrike for over two years, here are my best tips.

Raccourcis clavier

Fonctionnalités cachées que la plupart des gens ignorent

• Cross-tagging: Place one task in several projects so departments share work items without copies.
• Champs personnalisés : 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

Mistake #2: Mismatched Task Statuses

Mistake #3: Emailing Instead of Commenting

Wrike Troubleshooting

Problem: Notifications Are Overwhelming

Cause: You are subscribed to too many tasks and projects.

Réparer: Open notification settings and trim subscriptions to the work you own.

Problem: Tasks Are Missing From a View

Cause: A filter is hiding items you expect to see.

Réparer: Clear the active filters, then reapply only the ones you need.

Problem: Dates Keep Shifting

Cause: Linked dependencies push connected dates on the gantt chart.

Réparer: Review dependencies and unlink tasks that should stay fixed.

📌 Note: If none of these fix your issue, contact Wrike support or search the knowledge base.

Qu'est-ce que 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.

Regardez ce bref aperçu :

It supports more than 1.65 million users a year and has over 400 third-party integrations.

Il comprend les fonctionnalités clés suivantes :

• Tableaux de bord : Live views of active, overdue, and upcoming tasks and metrics.
• Diagrammes de Gantt : Visual timelines that map dependencies and dates.
• Vues du projet : Table, Board, calendar, and gantt chart view options.
• Automation: 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.

Pour une analyse complète, consultez notre Wrike review.

Ready to try it yourself? Start your free account below.

Tarification Wrike

Here is what Wrike costs in 2026:

Essai gratuit : Yes — the Free plan is free forever, and paid plans offer a trial.

Garantie de remboursement : Veuillez consulter les conditions générales en vigueur au moment du paiement.

💰 Meilleur rapport qualité-prix : Entreprise — it unlocks custom fields, automation, and dashboards most growing teams need.

Wrike contre les alternatives

How does Wrike compare? Here is the competitive landscape:

Sélection rapide :

• Meilleur résultat global : Wrike — deep features for complex work and reporting.
• Meilleur budget : ClickUp — a strong free tier and low paid pricing.
• Idéal pour les débutants : Monday — the simplest setup for new users.
• Idéal pour le marketing : Wrike — proofing and request forms built for creative teams.

🎯 Alternatives à Wrike

Looking for Wrike alternatives? Here are the top options:

• 🚀 Notion: A flexible workspace that blends docs, wikis, and boards for teams that want writing and tasks together.
• 💰 ClickUp : A budget-friendly platform packing views, docs, and goals into one tool with a generous free plan.
• 🎨 Taskade : An AI-first tool that turns outlines into tasks fast, great for small teams and solo users.
• ⚡ Lundi: 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.
• 🧠 Smartsheet : A spreadsheet-style platform for teams that plan projects and budget in a familiar grid.
• 👶 Travail d'équipe : A platform built for agencies to manage client work, timelog entries, and billing in one place.

Pour la liste complète, consultez notre Alternatives à Wrike guide.

⚔️ Comparaison avec Wrike

Here is how Wrike stacks up against each competitor:

• Wrike contre Notion : Wrike wins on project management depth; Notion wins on flexible docs and notes.
• Wrike contre ClickUp : Both pack many features; Wrike feels steadier at scale, ClickUp costs less.
• Wrike contre Taskade : Wrike offers deeper reporting; Taskade is lighter and faster for small teams.
• Wrike contre lundi : Monday is easier to start; Wrike handles complex work and resource planning better.
• Wrike contre Asana : Asana is simpler; Wrike gives more view options, custom fields, and automation.
• Wrike contre Smartsheet : Smartsheet suits grid fans; Wrike gives richer dashboards and proofing tools.
• Travail d'équipe contre Wrike : Teamwork targets agencies; Wrike scales across bigger, cross-team projects.

Start Using Wrike Now

You learned how to use every major Wrike feature:

• ✅ Dashboards
• ✅ Diagrammes de Gantt
• ✅ Project Resource Planning
• ✅ Dynamic Request Forms
• ✅ Wrike AI
• ✅ Automatisation
• ✅ Project Views
• ✅ Proofing
• ✅ Tableaux Kanban

Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.

Most people start with Dashboards to track their tasks.

It takes less than five minutes to get started.

Foire aux questions

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.

À quoi sert 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.

Wrike est-il meilleur 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.