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How to Use Wrike Step by Step — 2026 Tutorial

от | Last updated Jul 16, 2026

Быстрый старт

This guide covers every Wrike feature:

Необходимое время: 5 минут на каждый фильм

Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы

Почему стоит доверять этому руководству?

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.

Врике

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

Это займет около трех минут.

Here is my personal experience getting started with the platform:

Wrike: Лучшее приложение для управления проектами? Полный обзор.

Теперь давайте рассмотрим каждый шаг.

Шаг 1: Создайте свою учетную запись

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

Enter your email, then set a password.

Контрольная точка: Проверьте свой входящие для получения подтверждающего письма.

Шаг 2: Получите доступ к своему рабочему пространству

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.

Вот как выглядит панель управления:

Преимущества Wrike Top

Контрольная точка: 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.

✅ Готово: Вы готовы использовать любую из перечисленных ниже функций.

How to Use Wrike Dashboards

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

Вот пошаговая инструкция по его использованию.

Step 1: Open the Dashboards Tab

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

Шаг 2: Добавление виджетов

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

Вот как это выглядит:

Панель управления Wrike

Контрольная точка: 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.

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

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

How to Use Wrike Gantt Charts

Диаграммы Ганта lets you plan project timelines and set dependencies on a visual gantt chart.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

Диаграммы Ганта Wrike

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

Шаг 3: Отслеживание прогресса

Watch timelines shift automatically when dates change.

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

💡 Полезный совет: Set dependencies рано 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.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

Планировщик ресурсов проекта Wrike

Контрольная точка: 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.

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

💡 Полезный совет: 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.

Вот пошаговая инструкция по его использованию.

Шаг 1: Создайте форму

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.

Вот как это выглядит:

Динамическая форма запроса Wrike

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

Шаг 3: Опубликовать и поделиться

Share the form link so anyone can submit intake requests.

✅ Результат: Intake requests now become structured tasks automatically.

💡 Полезный совет: Connect forms to автоматизация 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.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

Wrike AI

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

Шаг 3: Примените предложенные решения.

Accept the output to create tasks or update items немедленно.

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

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

How to Use Wrike Automation

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

Вот пошаговая инструкция по его использованию.

Шаг 1: Откройте автоматизацию

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.

Вот как это выглядит:

Wrike Automation

Контрольная точка: 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.

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

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

How to Use Wrike Project Views

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

Вот пошаговая инструкция по его использованию.

Step 1: Pick a View

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

Шаг 2: Примените фильтры

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

Вот как это выглядит:

Программа просмотра проектов Wrike

Контрольная точка: 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.

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

💡 Полезный совет: 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.

Вот пошаговая инструкция по его использованию.

Шаг 1: Загрузите файл

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.

Вот как это выглядит:

Защита от взлома

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

Step 3: Approve

Mark the proof approved once every note is resolved.

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

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

How to Use Wrike Kanban Boards

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

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

Канбан-доска Wrike

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

Step 3: Customize Columns

Edit columns so statuses match your real workflow.

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

💡 Полезный совет: 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.

Клавиатурные сочетания

ДействиеБыстрый доступ
Create a taskN
Поиск в рабочей областиCtrl + K
Open commentsC
Назначить задачуA

Скрытые функции, которые большинство людей упускают из виду.

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

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

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

Mistake #2: Mismatched Task Statuses

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

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

Mistake #3: Emailing Instead of Commenting

❌ Неправильно: Discussing tasks over external email threads.

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

Wrike Troubleshooting

Problem: Notifications Are Overwhelming

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

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

Problem: Tasks Are Missing From a View

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

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

Problem: Dates Keep Shifting

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

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

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

Что такое Wrike?

Врике 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.

Посмотрите этот короткий обзор:

Обзор Wrike 2024 | Особенности, преимущества и недостатки, кому он подойдет

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

В его состав входят следующие ключевые особенности:

  • Панели мониторинга: Live views of active, overdue, and upcoming tasks and metrics.
  • Диаграммы Ганта: Visual timelines that map dependencies and dates.
  • Виды проекта: Table, Board, calendar, and gantt chart view options.
  • Автоматизация: 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.

Полный обзор смотрите в нашем разделе Wrike review.

Главная страница Wrike

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

Цены Wrike

Here is what Wrike costs in 2026:

ПланЦенаЛучше всего подходит для
БесплатноБесплатноNew users testing the essentials
Команда$10Small teams organizing shared tasks
Бизнес$25Businesses running complex work across departments
ПредприятиеОбычайLarge organizations needing security and scale
ВершинаОбычайTeams needing advanced analytics and resource tools

Бесплатная пробная версия: Yes — the Free plan is free forever, and paid plans offer a trial.

Гарантия возврата денег: Ознакомьтесь с действующими условиями при оформлении заказа.

Цены Wrike

💰 Лучшее соотношение цены и качества: Бизнес — it unlocks custom fields, automation, and dashboards most growing teams need.

Wrike против альтернатив

How does Wrike compare? Here is the competitive landscape:

ИнструментЛучше всего подходит дляЦенаРейтинг
ВрикеScaling teams and complex work10 долларов в месяц⭐ 4.3
ПонятиеDocs and light project tracking10 долларов в месяц⭐ 4.7
ClickUpAll-in-one customization7 долларов в месяц⭐ 4.7
ТаскадеAI-first task flows8 долларов в месяц⭐ 4.6
ПонедельникVisual, easy setup9 долларов в месяц⭐ 4.6
АсанаПростое управление задачами11 долларов в месяц⭐ 4.5
SmartsheetSpreadsheet-style planning9 долларов в месяц⭐ 4.4
Командная работаClient and agency work11 долларов в месяц⭐ 4.4

Краткий выбор:

  • Лучший вариант в целом: Wrike — deep features for complex work and reporting.
  • Оптимальный бюджет: ClickUp — a strong free tier and low paid pricing.
  • Лучший вариант для начинающих: Monday — the simplest setup for new users.
  • Лучше всего подходит для маркетинга: Wrike — proofing and request forms built for creative teams.

🎯 Альтернативы Wrike

Looking for Wrike alternatives? Here are the top options:

  • 🚀 Понятие: 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.
  • 🎨 Таскаде: An AI-first tool that turns outlines into tasks fast, great for small teams and solo users.
  • Понедельник: A colorful, easy platform new users pick up quickly for simple project tracking and calendars.
  • 🔒 Асана: 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.
  • 👶 Работа в команде: A platform built for agencies to manage client work, timelog entries, and billing in one place.

Полный список смотрите в нашем Альтернативы Wrike гид.

⚔️ Сравнение Wrike

Here is how Wrike stacks up against each competitor:

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

Start Using Wrike Now

You learned how to use every major Wrike feature:

  • ✅ Dashboards
  • ✅ Диаграммы Ганта
  • ✅ Project Resource Planning
  • ✅ Dynamic Request Forms
  • ✅ Wrike AI
  • ✅ Автоматизация
  • ✅ Project Views
  • ✅ Proofing
  • ✅ Канбан-доски

Следующий шаг: Выберите одну функцию и попробуйте прямо сейчас.

Most people start with Dashboards to track their tasks.

It takes less than five minutes to get started.

Часто задаваемые вопросы

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.

Для чего используется 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 лучше, чем 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.

Фахим Джохардер, основатель

Фахим Джохардер, основатель

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