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How to Use Wrike Step by Step — 2026 Tutorial

에 의해서 | Last updated Jul 16, 2026

빠른 시작

This guide covers every Wrike feature:

소요 시간: 각 작품당 5분

이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안

이 가이드를 신뢰해야 하는 이유

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.

How to use Wrike

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.

라이크

Plan projects, assign tasks, and collaborate in one workspace. Wrike brings dashboards, a gantt chart, and 오토메이션 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.

약 3분 정도 걸립니다.

Here is my personal experience getting started with the platform:

Wrike: 최고의 프로젝트 관리 앱일까요? 전체 리뷰

이제 각 단계를 하나씩 살펴보겠습니다.

1단계: 계정 생성

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

Enter your email, then set a password.

검문소: 확인하세요 받은 편지함 확인 이메일을 보내드립니다.

2단계: 작업 공간에 접속하기

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.

대시보드는 다음과 같습니다.

Wrike의 주요 장점

검문소: 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.

✅ 완료: 이제 아래의 모든 기능을 사용하실 수 있습니다.

How to Use Wrike Dashboards

대시보드 lets you track live metrics and manage data across every project in one view.

다음은 단계별 사용 방법입니다.

Step 1: Open the Dashboards Tab

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

2단계: 위젯 추가

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

이것이 어떤 모습인지 보여드리겠습니다.

Wrike 대시보드

검문소: 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.

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

💡 꿀팁: Pin one dashboard per client so managing multiple projects stays simple.

How to Use Wrike Gantt Charts

간트 차트 lets you plan project timelines and set dependencies on a visual gantt chart.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

Wrike 간트 차트

검문소: Your project timelines appear as connected bars across the calendar.

3단계: 진행 상황 추적

Watch timelines shift automatically when dates change.

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

💡 꿀팁: Set dependencies 일찍 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.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

Wrike 프로젝트 리소스 플래너

검문소: 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.

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

💡 꿀팁: 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.

다음은 단계별 사용 방법입니다.

1단계: 양식 생성

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.

이것이 어떤 모습인지 보여드리겠습니다.

Wrike 동적 요청 양식

검문소: A submitted form creates a task with all details filled in.

3단계: 게시 및 공유

Share the form link so anyone can submit intake requests.

✅ 결과: Intake requests now become structured tasks automatically.

💡 꿀팁: Connect forms to 오토메이션 so approved requests trigger a full project.

How to Use Wrike Wrike AI

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

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

Wrike AI

검문소: New subtasks or a content draft appear inside your task.

3단계: 제안 사항 적용

Accept the output to create tasks or update items .

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

💡 꿀팁: Use Wrike AI on request forms to auto-fill task details as they arrive.

How to Use Wrike Automation

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

다음은 단계별 사용 방법입니다.

1단계: 자동화 열기

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.

이것이 어떤 모습인지 보여드리겠습니다.

Wrike 자동화

검문소: 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.

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

💡 꿀팁: Automate status changes and notifications so nothing waits on a reminder.

How to Use Wrike Project Views

프로젝트 보기 lets you switch between view options to see work the way each team prefers.

다음은 단계별 사용 방법입니다.

Step 1: Pick a View

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

2단계: 필터 적용

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

이것이 어떤 모습인지 보여드리겠습니다.

Wrike 프로젝트 뷰어

검문소: 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.

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

💡 꿀팁: 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.

다음은 단계별 사용 방법입니다.

1단계: 파일 업로드

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.

이것이 어떤 모습인지 보여드리겠습니다.

Wrike Proofing

검문소: All feedback sits on the file instead of scattered emails.

Step 3: Approve

Mark the proof approved once every note is resolved.

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

💡 꿀팁: Use proofing with approvals so sign-off is logged automatically.

How to Use Wrike Kanban Boards

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

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

Wrike 칸반 보드

검문소: Your tasks sit in columns that mirror your team’s process.

Step 3: Customize Columns

Edit columns so statuses match your real workflow.

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

💡 꿀팁: 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.

키보드 단축키

행동지름길
Create a taskN
검색 작업 공간Ctrl + K
Open commentsC
작업을 할당하세요A

대부분의 사람들이 놓치는 숨겨진 기능들

  • Cross-tagging: Place one task in several projects so departments share work items without copies.
  • 사용자 정의 필드: 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

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

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

Mistake #2: Mismatched Task Statuses

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

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

Mistake #3: Emailing Instead of Commenting

❌ 틀림: Discussing tasks over external email threads.

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

Wrike Troubleshooting

Problem: Notifications Are Overwhelming

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

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

Problem: Tasks Are Missing From a View

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

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

Problem: Dates Keep Shifting

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

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

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

Wrike란 무엇인가요?

라이크 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.

이 간단한 리뷰를 보세요:

Wrike 2024 리뷰 | 기능, 장점 및 단점, 사용 대상

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

이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.

  • 대시보드: Live views of active, overdue, and upcoming tasks and metrics.
  • 간트 차트: Visual timelines that map dependencies and dates.
  • 프로젝트 보기: Table, Board, calendar, and gantt chart view options.
  • 오토메이션: 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.

자세한 내용은 저희 웹사이트를 참조하세요. Wrike review.

Wrike 홈페이지

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

Wrike 가격 책정

Here is what Wrike costs in 2026:

계획가격가장 적합한 대상
무료무료New users testing the essentials
$10Small teams organizing shared tasks
사업$25Businesses running complex work across departments
기업관습Large organizations needing security and scale
작은 첨탑관습Teams needing advanced analytics and resource tools

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

환불 보장: Loading...

Wrike 가격 책정

💰 최고의 가성비: 사업 — it unlocks custom fields, automation, and dashboards most growing teams need.

Wrike와 대안 앱 비교

How does Wrike compare? Here is the competitive landscape:

도구가장 적합한 대상가격평가
라이크Scaling teams and complex work월 10달러⭐ 4.3
개념Docs and light project tracking월 10달러⭐ 4.7
클릭업All-in-one customization월 7달러⭐ 4.7
태스크데AI-first task flows월 8달러⭐ 4.6
월요일Visual, easy setup월 9달러⭐ 4.6
아사나간단한 작업 관리월 11달러⭐ 4.5
스마트시트Spreadsheet-style planning월 9달러⭐ 4.4
팀워크Client and agency work월 11달러⭐ 4.4

빠른 추천:

  • 종합 최고상: Wrike — deep features for complex work and reporting.
  • 최고의 가성비: ClickUp — a strong free tier and low paid pricing.
  • 초보자에게 가장 적합: Monday — the simplest setup for new users.
  • 마케팅에 가장 적합한 제품: Wrike — proofing and request forms built for creative teams.

🎯 Wrike 대안

Looking for Wrike alternatives? Here are the top options:

  • 🚀 개념: A flexible workspace that blends docs, wikis, and boards for teams that want writing and tasks together.
  • 💰 클릭업: A budget-friendly platform packing views, docs, and goals into one tool with a generous free plan.
  • 🎨 태스크케이드: An AI-first tool that turns outlines into tasks fast, great for small teams and solo users.
  • 월요일: A colorful, easy platform new users pick up quickly for simple project tracking and calendars.
  • 🔒 아사나: A clean task manager focused on clear timelines and lightweight workflow for growing teams.
  • 🧠 스마트시트: A spreadsheet-style platform for teams that plan projects and budget in a familiar grid.
  • 👶 팀워크: A platform built for agencies to manage client work, timelog entries, and billing in one place.

전체 목록은 다음을 참조하세요. Wrike 대안 가이드.

⚔️ Wrike 비교

Here is how Wrike stacks up against each competitor:

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

Start Using Wrike Now

You learned how to use every major Wrike feature:

  • ✅ Dashboards
  • ✅ 간트 차트
  • ✅ Project Resource Planning
  • ✅ Dynamic Request Forms
  • ✅ Wrike AI
  • ✅ 자동화
  • ✅ Project Views
  • ✅ Proofing
  • ✅ 칸반 보드

다음 단계: 기능 하나를 선택해서 지금 바로 사용해 보세요.

Most people start with Dashboards to track their tasks.

It takes less than five minutes to get started.

자주 묻는 질문

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.

Wrike는 무엇에 사용되나요?

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.

Wrike가 Jira보다 더 나은가요?

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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