How to Use Wrike Step by Step — 2026 Tutorial

Hướng dẫn nhanh

This guide covers every Wrike feature:

• Bắt đầu — Create your account and organize work
• How to Use Dashboards — Track live metrics and manage data at a glance
• Cách sử dụng biểu đồ 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
• Cách sử dụng tự động hóa — 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
• Cách sử dụng bảng Kanban — See tasks grouped by status on a board

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

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 tự động hóa together for teams that handle complex work. Start free — no credit card required.

THỬ WRIKE NGAY →

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Getting Started with Wrike

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

Quá trình này mất khoảng ba phút.

Here is my personal experience getting started with the platform:

Bây giờ chúng ta hãy cùng xem xét từng bước một.

Bước 1: Tạo tài khoản của bạn

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

Enter your email, then set a password.

✓ Điểm kiểm tra: Kiểm tra của bạn hộp thư đến để nhận email xác nhận.

Bước 2: Truy cập vào không gian làm việc của bạn

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.

Đây là giao diện của bảng điều khiển:

✓ Điểm kiểm tra: 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

Bảng điều khiển lets you track live metrics and manage data across every project in one view.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Open the Dashboards Tab

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

Bước 2: Thêm tiện ích

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

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Biểu đồ Gantt lets you plan project timelines and set dependencies on a visual gantt chart.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: Your project timelines appear as connected bars across the calendar.

Bước 3: Theo dõi tiến độ

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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Tạo biểu mẫu

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: A submitted form creates a task with all details filled in.

Bước 3: Xuất bản và chia sẻ

Share the form link so anyone can submit intake requests.

How to Use Wrike Wrike AI

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

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: New subtasks or a content draft appear inside your task.

Bước 3: Áp dụng các đề xuất

Accept the output to create tasks or update items ngay lập tức.

How to Use Wrike Automation

Tự động hoá lets you trigger rules so routine work runs itself without daily effort.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Mở Tự động hóa

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Góc nhìn dự án lets you switch between view options to see work the way each team prefers.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Pick a View

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

Bước 2: Áp dụng bộ lọc

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

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Tải lên tệp

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

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

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Phím tắt

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

• Cross-tagging: Place one task in several projects so departments share work items without copies.
• Các trường tùy chỉnh: 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

Gây ra: You are subscribed to too many tasks and projects.

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

Problem: Tasks Are Missing From a View

Gây ra: A filter is hiding items you expect to see.

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

Problem: Dates Keep Shifting

Gây ra: Linked dependencies push connected dates on the gantt chart.

Sửa chữa: Review dependencies and unlink tasks that should stay fixed.

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

Wrike là gì?

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.

Hãy xem đoạn đánh giá ngắn này:

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

Nó bao gồm các tính năng chính sau:

• Bảng điều khiển: Live views of active, overdue, and upcoming tasks and metrics.
• Biểu đồ Gantt: Visual timelines that map dependencies and dates.
• Góc nhìn dự án: Table, Board, calendar, and gantt chart view options.
• Tự động hóa: 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.

Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. Wrike review.

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

Bảng giá Wrike

Here is what Wrike costs in 2026:

Dùng thử miễn phí: Yes — the Free plan is free forever, and paid plans offer a trial.

Đảm bảo hoàn tiền: Vui lòng kiểm tra các điều khoản hiện hành khi thanh toán.

💰 Giá trị tốt nhất: Việc kinh doanh — it unlocks custom fields, automation, and dashboards most growing teams need.

Wrike so với các lựa chọn thay thế

How does Wrike compare? Here is the competitive landscape:

Lựa chọn nhanh:

• Tốt nhất tổng thể: Wrike — deep features for complex work and reporting.
• Ngân sách tốt nhất: ClickUp — a strong free tier and low paid pricing.
• Phù hợp nhất cho người mới bắt đầu: Monday — the simplest setup for new users.
• Tốt nhất cho tiếp thị: Wrike — proofing and request forms built for creative teams.

🎯 Các lựa chọn thay thế cho Wrike

Looking for Wrike alternatives? Here are the top options:

• 🚀 Khái niệm: 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.
• ⚡ Thứ hai: 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.
• 👶 Tinh thần đồng đội: A platform built for agencies to manage client work, timelog entries, and billing in one place.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Các lựa chọn thay thế của Wrike hướng dẫn.

⚔️ So sánh với Wrike

Here is how Wrike stacks up against each competitor:

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

Start Using Wrike Now

You learned how to use every major Wrike feature:

• ✅ Dashboards
• ✅ Biểu đồ Gantt
• ✅ Project Resource Planning
• ✅ Dynamic Request Forms
• ✅ Wrike AI
• ✅ Tự động hóa
• ✅ Project Views
• ✅ Proofing
• ✅ Bảng Kanban

Bước tiếp theo: Hãy chọn một tính năng và thử ngay bây giờ.

Most people start with Dashboards to track their tasks.

It takes less than five minutes to get started.

Câu hỏi thường gặp

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 được dùng để làm gì?

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 có tốt hơn Jira không?

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.