快速入门
This guide covers every Wrike feature:
- 入门 — Create your account and organize work
- How to Use Dashboards — Track live metrics and manage data at a glance
- 如何使用甘特图 — 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
- 如何使用自动化 — 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
- 如何使用看板 — See tasks grouped by status on a board
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
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.
沃克
Plan projects, assign tasks, and collaborate in one workspace. Wrike brings dashboards, a gantt chart, and 自动化 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.
大约需要三分钟。
Here is my personal experience getting started with the platform:
现在让我们一步一步来。
第一步：创建您的帐户
Go to the Wrike website and click “Get Started” to create your free account.
Enter your email, then set a password.
✓ 检查点： 检查你的 收件箱 请发送确认邮件。
步骤 2：访问您的工作区
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.
以下是仪表盘的界面：
✓ 检查点： 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.
✅ 完成： 您已准备好使用以下任何功能。
How to Use Wrike Dashboards
仪表盘 lets you track live metrics and manage data across every project in one view.
以下是使用步骤详解。
Step 1: Open the Dashboards Tab
Click Dashboards in the left panel to view your work items.
步骤二：添加小部件
Add widgets for active, overdue, and upcoming tasks so nothing slips.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： You have a dashboard that shows real-time project data and metrics.
💡 专业提示： Pin one dashboard per client so managing multiple projects stays simple.
How to Use Wrike Gantt Charts
甘特图 lets you plan project timelines and set dependencies on a visual gantt chart.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： Your project timelines appear as connected bars across the calendar.
步骤三：跟踪进度
Watch timelines shift automatically when dates change.
✅ 结果： You have a gantt chart that maps your whole plan at a glance.
💡 专业提示： Set dependencies 早期的 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.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your resource plan keeps teams busy without burning anyone out.
💡 专业提示： 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.
以下是使用步骤详解。
步骤 1：创建表单
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.
这就是它的样子：
✓ 检查点： A submitted form creates a task with all details filled in.
步骤三：发布和分享
Share the form link so anyone can submit intake requests.
✅ 结果： Intake requests now become structured tasks automatically.
💡 专业提示： Connect forms to 自动化 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.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： New subtasks or a content draft appear inside your task.
步骤三：应用建议
Accept the output to create tasks or update items 即刻.
✅ 结果： You save time on routine work items and planning.
💡 专业提示： Use Wrike AI on request forms to auto-fill task details as they arrive.
How to Use Wrike Automation
自动化 lets you trigger rules so routine work runs itself without daily effort.
以下是使用步骤详解。
步骤 1：打开自动化
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Repetitive admin work now happens without you clicking anything.
💡 专业提示： Automate status changes and notifications so nothing waits on a reminder.
How to Use Wrike Project Views
项目视图 lets you switch between view options to see work the way each team prefers.
以下是使用步骤详解。
Step 1: Pick a View
Choose Table, Board, calendar, or gantt chart from the view menu.
步骤二：应用筛选器
Use filters to show only the tasks, dates, or statuses you want.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Each team member sees tasks grouped their own way.
💡 专业提示： 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.
以下是使用步骤详解。
步骤 1：上传文件
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.
这就是它的样子：
✓ 检查点： All feedback sits on the file instead of scattered emails.
Step 3: Approve
Mark the proof approved once every note is resolved.
✅ 结果： Creative reviews finish faster with clear, tracked comments.
💡 专业提示： Use proofing with approvals so sign-off is logged automatically.
How to Use Wrike Kanban Boards
看板 lets you see tasks grouped into columns by status and move them as work flows.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： Your tasks sit in columns that mirror your team’s process.
Step 3: Customize Columns
Edit columns so statuses match your real workflow.
✅ 结果： Everyone can see project status without asking for an update.
💡 专业提示： 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.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Create a task | N |
| 搜索工作区 | Ctrl + K |
| Open comments | C |
| 分配任务 | A |
大多数人错过的隐藏功能
- Cross-tagging: Place one task in several projects so departments share work items without copies.
- 自定义字段： 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
❌ 错误： Dumping every task into one folder with no structure.
✅ 右图： Build spaces per team, then a folder per project, before you create tasks.
Mistake #2: Mismatched Task Statuses
❌ 错误： Using default statuses that do not match your real workflow.
✅ 右图： Edit statuses so the board mirrors how your team actually works.
Mistake #3: Emailing Instead of Commenting
❌ 错误： Discussing tasks over external email threads.
✅ 右图： Keep comments inside the task so context and files stay together.
Wrike Troubleshooting
Problem: Notifications Are Overwhelming
原因： You are subscribed to too many tasks and projects.
使固定： 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.
使固定： 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.
使固定： Review dependencies and unlink tasks that should stay fixed.
📌 笔记： If none of these fix your issue, contact Wrike support or search the knowledge base.
Wrike是什么？
沃克 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.
观看这段简短的评测：
It supports more than 1.65 million users a year and has over 400 third-party integrations.
它包含以下主要特点：
- 仪表盘： Live views of active, overdue, and upcoming tasks and metrics.
- 甘特图： Visual timelines that map dependencies and dates.
- 项目视图： Table, Board, calendar, and gantt chart view options.
- 自动化： 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.
如需完整评测，请参阅我们的 Wrike review.
Ready to try it yourself? Start your free account below.
威克定价
Here is what Wrike costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | 自由的 | New users testing the essentials |
| 团队 | $10 | Small teams organizing shared tasks |
| 商业 | $25 | Businesses running complex work across departments |
| 企业 | 风俗 | Large organizations needing security and scale |
| 巅峰 | 风俗 | Teams needing advanced analytics and resource tools |
免费试用： Yes — the Free plan is free forever, and paid plans offer a trial.
退款保证： 请在结账时查看当前条款。
💰 性价比最高： 商业 — it unlocks custom fields, automation, and dashboards most growing teams need.
Wrike 与其他方案的比较
How does Wrike compare? Here is the competitive landscape:
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| 沃克 | Scaling teams and complex work | 每月10美元 | ⭐ 4.3 |
| 概念 | Docs and light project tracking | 每月10美元 | ⭐ 4.7 |
| 点击上 | All-in-one customization | 每月7美元 | ⭐ 4.7 |
| 任务 | AI-first task flows | 每月 8 美元 | ⭐ 4.6 |
| 周一 | Visual, easy setup | 每月9美元 | ⭐ 4.6 |
| 体式 | 简单的任务管理 | 每月11美元 | ⭐ 4.5 |
| Smartsheet | Spreadsheet-style planning | 每月9美元 | ⭐ 4.4 |
| 团队合作 | Client and agency work | 每月11美元 | ⭐ 4.4 |
快速精选：
- 综合最佳： Wrike — deep features for complex work and reporting.
- 最佳预算： ClickUp — a strong free tier and low paid pricing.
- 最适合初学者： Monday — the simplest setup for new users.
- 最适合市场营销： Wrike — proofing and request forms built for creative teams.
🎯 Wrike 的替代方案
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.
- 💰 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.
- ⚡ 周一： A colorful, easy platform new users pick up quickly for simple project tracking and calendars.
- 🔒 体式： 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.
- 👶 团队合作： A platform built for agencies to manage client work, timelog entries, and billing in one place.
完整列表请参见我们的 Wrike 的替代方案 指导。
⚔️ 比较
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 对比 ClickUp： Both pack many features; Wrike feels steadier at scale, ClickUp costs less.
- Wrike 对阵 Taskade： Wrike offers deeper reporting; Taskade is lighter and faster for small teams.
- 周一罢工： Monday is easier to start; Wrike handles complex work and resource planning better.
- Wrike 对比 Asana： Asana is simpler; Wrike gives more view options, custom fields, and automation.
- Wrike 与 Smartsheet 对比： Smartsheet suits grid fans; Wrike gives richer dashboards and proofing tools.
- 工作与团队合作： Teamwork targets agencies; Wrike scales across bigger, cross-team projects.
Start Using Wrike Now
You learned how to use every major Wrike feature:
- ✅ Dashboards
- ✅ 甘特图
- ✅ Project Resource Planning
- ✅ Dynamic Request Forms
- ✅ Wrike AI
- ✅ 自动化
- ✅ Project Views
- ✅ Proofing
- ✅看板
下一步： 选择一项功能，立即试用。
Most people start with Dashboards to track their tasks.
It takes less than five minutes to get started.
常见问题解答
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是用来做什么的？
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 比 Jira 好吗？
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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