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How to Use Wrike Step by Step — 2026 Tutorial

door | Last updated Jul 16, 2026

Snelstart

This guide covers every Wrike feature:

Benodigde tijd: 5 minuten per film

Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven

Waarom zou je deze gids vertrouwen?

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.

Wrike

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

It takes about three minutes.

Here is my personal experience getting started with the platform:

Wrike: De beste app voor projectmanagement? Volledige recensie

Laten we nu elke stap eens doornemen.

Stap 1: Maak uw account aan

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

Enter your email, then set a password.

Controlepunt: Controleer uw inbox voor een bevestigingsmail.

Step 2: Access Your Workspace

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.

Zo ziet het dashboard eruit:

Wrike Belangrijkste voordelen

Controlepunt: 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.

✅ Klaar: Je bent klaar om een ​​van de onderstaande functies te gebruiken.

How to Use Wrike Dashboards

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Open the Dashboards Tab

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

Stap 2: Widgets toevoegen

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

Zo ziet het eruit:

Wrike Dashboard

Controlepunt: 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.

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

💡 Pro-tip: Pin one dashboard per client so managing multiple projects stays simple.

How to Use Wrike Gantt Charts

Gantt-diagrammen lets you plan project timelines and set dependencies on a visual gantt chart.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

Wrike Gantt-diagrammen

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

Stap 3: Voortgang bijhouden

Watch timelines shift automatically when dates change.

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

💡 Pro-tip: Set dependencies vroeg 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.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

Wrike Project Resource Planner

Controlepunt: 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.

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

💡 Pro-tip: 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.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Een formulier maken

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.

Zo ziet het eruit:

Wrike Dynamisch Aanvraagformulier

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

Stap 3: Publiceren en delen

Share the form link so anyone can submit intake requests.

✅ Resultaat: Intake requests now become structured tasks automatically.

💡 Pro-tip: Connect forms to automatisering 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.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

Wrike AI

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

Step 3: Apply Suggestions

Accept the output to create tasks or update items direct.

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

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

How to Use Wrike Automation

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Open 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.

Zo ziet het eruit:

Wrike Automation

Controlepunt: 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.

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

💡 Pro-tip: Automate status changes and notifications so nothing waits on a reminder.

How to Use Wrike Project Views

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Pick a View

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

Stap 2: Filters toepassen

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

Zo ziet het eruit:

Wrike Project Viewer

Controlepunt: 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.

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

💡 Pro-tip: 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.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Een bestand uploaden

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.

Zo ziet het eruit:

Wrikbestendigheid

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

Step 3: Approve

Mark the proof approved once every note is resolved.

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

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

How to Use Wrike Kanban Boards

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

Wrike Kanban-bord

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

Step 3: Customize Columns

Edit columns so statuses match your real workflow.

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

💡 Pro-tip: 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.

Toetsenbord sneltoetsen

ActieSnelkoppeling
Create a taskN
ZoekwerkruimteCtrl + K
Open commentsC
Assign a taskA

Verborgen functies die de meeste mensen over het hoofd zien

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

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

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

Mistake #2: Mismatched Task Statuses

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

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

Mistake #3: Emailing Instead of Commenting

❌ Fout: Discussing tasks over external email threads.

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

Wrike Troubleshooting

Problem: Notifications Are Overwhelming

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

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

Problem: Tasks Are Missing From a View

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

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

Problem: Dates Keep Shifting

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

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

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

Wat is 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.

Watch this quick review:

Wrike Review 2024 | Functies, voor- en nadelen, voor wie is het geschikt?

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

Het omvat de volgende belangrijke kenmerken:

  • Dashboards: Live views of active, overdue, and upcoming tasks and metrics.
  • Gantt-diagrammen: Visual timelines that map dependencies and dates.
  • Projectweergaven: Table, Board, calendar, and gantt chart view options.
  • Automatisering: 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.

Voor een volledige recensie, zie onze Wrike review.

Wrike-homepage

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

Wrike-prijzen

Here is what Wrike costs in 2026:

PlanPrijsHet beste voor
VrijVrijNew users testing the essentials
Team$10Small teams organizing shared tasks
Bedrijf$25Businesses running complex work across departments
OndernemingAangepastLarge organizations needing security and scale
ToppuntAangepastTeams needing advanced analytics and resource tools

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

Geld-terug-garantie: Check current terms at checkout.

Wrike-prijzen

💰 Beste prijs-kwaliteitverhouding: Bedrijf — it unlocks custom fields, automation, and dashboards most growing teams need.

Wrike versus alternatieven

How does Wrike compare? Here is the competitive landscape:

HulpmiddelHet beste voorPrijsBeoordeling
WrikeScaling teams and complex work$10/maand⭐ 4.3
BegripDocs and light project tracking$10/maand⭐ 4.7
ClickUpAll-in-one customization$7/maand⭐ 4.7
TaskadeAI-first task flows$8/maand⭐ 4.6
MaandagVisual, easy setup$9/maand⭐ 4.6
AsanaEenvoudig taakbeheer$11/maand⭐ 4,5
SmartsheetSpreadsheet-style planning$9/maand⭐ 4.4
TeamworkClient and agency work$11/maand⭐ 4.4

Snelle keuzes:

  • Beste overall: Wrike — deep features for complex work and reporting.
  • Beste budget: ClickUp — a strong free tier and low paid pricing.
  • Het meest geschikt voor beginners: Monday — the simplest setup for new users.
  • Het beste voor marketing: Wrike — proofing and request forms built for creative teams.

🎯 Alternatieven voor Wrike

Looking for Wrike alternatives? Here are the top options:

  • 🚀 Begrip: A flexible workspace that blends docs, wikis, and boards for teams that want writing and tasks together.
  • 💰 Klik omhoog: 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.
  • Maandag: 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.
  • 👶 Teamwerk: A platform built for agencies to manage client work, timelog entries, and billing in one place.

Voor de volledige lijst, zie onze Wrike-alternatieven gids.

⚔️ Wrike vergeleken

Here is how Wrike stacks up against each competitor:

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

Start Using Wrike Now

You learned how to use every major Wrike feature:

  • ✅ Dashboards
  • ✅ Gantt Charts
  • ✅ Project Resource Planning
  • ✅ Dynamic Request Forms
  • ✅ Wrike AI
  • ✅ Automatisering
  • ✅ Project Views
  • ✅ Proofing
  • ✅ Kanbanborden

Volgende stap: Kies één functie en probeer die nu uit.

Most people start with Dashboards to track their tasks.

It takes less than five minutes to get started.

Veelgestelde vragen

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.

Waarvoor wordt Wrike gebruikt?

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.

Is Wrike beter dan 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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