How to Use Wrike Step by Step — 2026 Tutorial

執筆者ファヒム・ジョハルダー | Last updated Jul 16, 2026

クイックスタート

This guide covers every Wrike feature:

はじめる — Create your account and organize work
How to Use Dashboards — Track live metrics and manage data at a glance
ガントチャートの使い方 — 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
自動化ツールの使い方 — 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
カンバンボードの使い方 — See tasks grouped by status on a board

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

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.

ライク

Plan projects, assign tasks, and collaborate in one workspace. Wrike brings dashboards, a gantt chart, and オートメーション together for teams that handle complex work. Start free — no credit card required.

今すぐWRIKEを試してみよう →

レビュー全文を読む →

Getting Started with Wrike

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

約3分かかります。

Here is my personal experience getting started with the platform:

それでは、各ステップを順を追って見ていきましょう。

ステップ1：アカウントを作成する

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

Enter your email, then set a password.

✓ チェックポイント: チェックしてください受信トレイ確認メールをお送りします。

ステップ2：ワークスペースにアクセスする

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.

ダッシュボードの画面は以下のようになります。

✓ チェックポイント: 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.

✅ 完了: 以下の機能はすべてご利用いただけます。

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How to Use Wrike Dashboards

ダッシュボード lets you track live metrics and manage data across every project in one view.

以下に、その使用方法をステップごとに説明します。

Step 1: Open the Dashboards Tab

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

ステップ2：ウィジェットを追加する

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

これは以下のようなものです。

✓ チェックポイント: You should see a live board of tasks grouped by status.

Share the dashboard with your teams to keep everyone aligned.

✅ 結果: You have a dashboard that shows real-time project data and metrics.

💡 プロのヒント: Pin one dashboard per client so managing multiple projects stays simple.

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How to Use Wrike Gantt Charts

ガントチャート lets you plan project timelines and set dependencies on a visual gantt chart.

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: Your project timelines appear as connected bars across the calendar.

ステップ3：進捗状況を追跡する

Watch timelines shift automatically when dates change.

✅ 結果: You have a gantt chart that maps your whole plan at a glance.

💡 プロのヒント: Set dependencies 早い so delays on one task update every linked date.

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How to Use Wrike Project Resource Planning

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

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Your resource plan keeps teams busy without burning anyone out.

💡 プロのヒント: Review workloads every Monday to keep your resource plan on track.

Wrikeを無料でお試しください

How to Use Wrike Dynamic Request Forms

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

以下に、その使用方法をステップごとに説明します。

ステップ1：フォームを作成する

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.

これは以下のようなものです。

✓ チェックポイント: A submitted form creates a task with all details filled in.

Share the form link so anyone can submit intake requests.

✅ 結果: Intake requests now become structured tasks automatically.

💡 プロのヒント: Connect forms to オートメーション so approved requests trigger a full project.

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How to Use Wrike Wrike AI

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

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: New subtasks or a content draft appear inside your task.

ステップ3：提案を適用する

Accept the output to create tasks or update items 即座に.

✅ 結果: You save time on routine work items and planning.

💡 プロのヒント: Use Wrike AI on request forms to auto-fill task details as they arrive.

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How to Use Wrike Automation

オートメーション lets you trigger rules so routine work runs itself without daily effort.

以下に、その使用方法をステップごとに説明します。

ステップ1：自動化を開く

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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Repetitive admin work now happens without you clicking anything.

💡 プロのヒント: Automate status changes and notifications so nothing waits on a reminder.

Wrikeを無料でお試しください

How to Use Wrike Project Views

プロジェクトビュー lets you switch between view options to see work the way each team prefers.

以下に、その使用方法をステップごとに説明します。

Step 1: Pick a View

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

ステップ2：フィルターを適用する

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

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Each team member sees tasks grouped their own way.

💡 プロのヒント: Wrike offers up to nine project views, so try a few before you settle.

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How to Use Wrike Proofing

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

以下に、その使用方法をステップごとに説明します。

ステップ1：ファイルをアップロードする

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.

これは以下のようなものです。

✓ チェックポイント: All feedback sits on the file instead of scattered emails.

Step 3: Approve

Mark the proof approved once every note is resolved.

✅ 結果: Creative reviews finish faster with clear, tracked comments.

💡 プロのヒント: Use proofing with approvals so sign-off is logged automatically.

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How to Use Wrike Kanban Boards

カンバンボード lets you see tasks grouped into columns by status and move them as work flows.

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: Your tasks sit in columns that mirror your team’s process.

Step 3: Customize Columns

Edit columns so statuses match your real workflow.

✅ 結果: Everyone can see project status without asking for an update.

💡 プロのヒント: Add custom fields to cards to track budget or priority right on the board.

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Wrike Pro Tips and Shortcuts

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

キーボードショートカット

アクション	ショートカット
Create a task	N
検索ワークスペース	Ctrl + K
Open comments	C
タスクを割り当てる	A

ほとんどの人が見逃す隠れた機能

Cross-tagging: Place one task in several projects so departments share work items without copies.
カスタムフィールド: 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を無料でお試しください

Wrike Common Mistakes to Avoid

Mistake #1: Skipping the Space Structure

❌ 間違い: Dumping every task into one folder with no structure.

✅ 右: Build spaces per team, then a folder per project, before you create tasks.

Mistake #2: Mismatched Task Statuses

❌ 間違い: Using default statuses that do not match your real workflow.

✅ 右: Edit statuses so the board mirrors how your team actually works.

Mistake #3: Emailing Instead of Commenting

❌ 間違い: Discussing tasks over external email threads.

✅ 右: Keep comments inside the task so context and files stay together.

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Wrike Troubleshooting

Problem: Notifications Are Overwhelming

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

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

Problem: Tasks Are Missing From a View

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

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

Problem: Dates Keep Shifting

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

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

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

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Wrikeとは何ですか?

ライク 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.

この簡単なレビューをご覧ください。

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

主な機能は以下のとおりです。

ダッシュボード: Live views of active, overdue, and upcoming tasks and metrics.
ガントチャート: Visual timelines that map dependencies and dates.
プロジェクトビュー: Table, Board, calendar, and gantt chart view options.
オートメーション： 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.

詳細なレビューについては、こちらをご覧ください。 Wrike review.

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

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Wrikeの料金プラン

Here is what Wrike costs in 2026:

プラン	価格	最適な用途
無料	無料	New users testing the essentials
チーム	$10	Small teams organizing shared tasks
仕事	$25	Businesses running complex work across departments
企業	カスタム	Large organizations needing security and scale
頂点	カスタム	Teams needing advanced analytics and resource tools

無料トライアル: Yes — the Free plan is free forever, and paid plans offer a trial.

返金保証: お支払い手続きの際に、最新の利用規約をご確認ください。

💰 最もお得な価格: 仕事 — it unlocks custom fields, automation, and dashboards most growing teams need.

Wrikeを無料でお試しください

Wrikeと代替案の比較

How does Wrike compare? Here is the competitive landscape:

道具	最適な用途	価格	評価
ライク	Scaling teams and complex work	月額10ドル	⭐ 4.3
概念	Docs and light project tracking	月額10ドル	⭐ 4.7
クリックアップ	All-in-one customization	月額7ドル	⭐ 4.7
タスクカード	AI-first task flows	月額8ドル	⭐ 4.6
月曜日	Visual, easy setup	月額9ドル	⭐ 4.6
アーサナ	シンプルなタスク管理	月額11ドル	⭐ 4.5
スマートシート	Spreadsheet-style planning	月額9ドル	⭐ 4.4
チームワーク	Client and agency work	月額11ドル	⭐ 4.4

おすすめ商品：

総合ベスト： Wrike — deep features for complex work and reporting.
ベスト予算： ClickUp — a strong free tier and low paid pricing.
初心者におすすめ： Monday — the simplest setup for new users.
マーケティングに最適： Wrike — proofing and request forms built for creative teams.

🎯 Wrikeの代替案

Looking for Wrike alternatives? Here are the top options:

🚀 概念： A flexible workspace that blends docs, wikis, and boards for teams that want writing and tasks together.
💰 クリックアップ: A budget-friendly platform packing views, docs, and goals into one tool with a generous free plan.
🎨 タスク: An AI-first tool that turns outlines into tasks fast, great for small teams and solo users.
⚡ 月曜日： A colorful, easy platform new users pick up quickly for simple project tracking and calendars.
🔒 アーサナ： A clean task manager focused on clear timelines and lightweight workflow for growing teams.
🧠 スマートシート: A spreadsheet-style platform for teams that plan projects and budget in a familiar grid.
👶 チームワーク: A platform built for agencies to manage client work, timelog entries, and billing in one place.

全リストについては、こちらをご覧ください。 Wrikeの代替案ガイド。

⚔️ Wrikeと比較

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対Taskade： Wrike offers deeper reporting; Taskade is lighter and faster for small teams.
Wrike対Monday： 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.
Wrike vs Teamwork: Teamwork targets agencies; Wrike scales across bigger, cross-team projects.

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Start Using Wrike Now

You learned how to use every major Wrike feature:

✅ Dashboards
✅ ガントチャート
✅ Project Resource Planning
✅ Dynamic Request Forms
✅ Wrike AI
✅ 自動化
✅ Project Views
✅ Proofing
✅ カンバンボード

次のステップ： どれか一つの機能を選んで、今すぐ試してみてください。

Most people start with Dashboards to track their tasks.

It takes less than five minutes to get started.

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よくある質問

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.

Wrikeは何に使われますか？

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はJiraより優れているのか？

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.