Wrike is a cloud-based work management platform designed for teams of all sizes to plan, track, and collaborate on projects in real-time. Originally focused on project management, Wrike has evolved into an AI-powered collaborative work management system with custom workflows, resource planning, automation, advanced reporting, and AI Agents — autonomous multi-step automations that triage, route, and update work without manual intervention. The platform serves marketing teams, professional services, IT departments, and cross-functional organizations through flexible work structures — tasks, folders, projects, and spaces — combined with powerful customization through custom fields, item types, blueprints, and the Apex plan that bundles Wrike Whiteboard, Integrate, Sync, and Datahub. One key insight: Wrike's cross-tagging capability allows a single task to exist in multiple locations simultaneously, enabling matrix organization and shared resource visibility without duplication — a structural advantage most other platforms cannot replicate.
What This Cheat Sheet Covers
This topic spans 20 focused tables and 234 indexed concepts, 140 flashcards. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.
A jump-to index of every table row in this cheat sheet.
An interactive map of every table and concept in this topic.
Table 1: Core Work Items and Hierarchy
The foundational building blocks of a Wrike workspace form a four-level hierarchy — task, folder/project, space — with cross-tagging enabling one item to live in multiple locations simultaneously. Understanding this structure is essential before configuring anything else.
| Type | Example | Description | |
|---|---|---|---|
Create landing pageSchedule: Mar 20-25 | • Basic unit of work with assignees, dates, status, description, attachments, and comments • can exist in multiple locations via cross-tagging. | ||
Task → Write copyTask → Design hero imageTask → Set up tracking | • Nested task under a parent task • unlimited hierarchy depth • automatically inherits sharing from parent but can have own assignees and dates. | ||
Marketing CampaignsQ1 Deliverables | • Container for organizing tasks and subfolders • simpler structure without project-specific metadata like owners or timeline • used for grouping related work. | ||
Product Launch Q2Owner: SarahMar 1 - Jun 30 | • Folder with enhanced properties: dedicated owner, start/end dates, status, and project-level reporting • appears in project-specific views and reports. | ||
Marketing SpaceEngineering SpaceClient: Acme Corp | • Top-level container for departments, teams, or clients • can have dedicated workflows, custom fields, dashboards, and access controls • Business plan and above. | ||
Beta Launch: Apr 15Final Approval: Jun 1 | • Task with a single due date (no duration) • marks critical project checkpoints • displayed prominently in Gantt and calendar views with distinct visual marker. | ||
My Personal Space (auto-created) | • Private workspace automatically created for each user • only visible to owner • ideal for personal tasks, drafts, and private planning. | ||
Task in Project AAlso tagged in Project B | • Task/folder/project can exist in multiple locations simultaneously • updates appear everywhere • enables matrix organization and shared resource visibility. | ||
Bug (task-based)Campaign (project-based) | • Fully customizable work item types tailored to specific workflows • can be task-based or project-based with pre-configured fields and templates. | ||
Client DatabaseAsset Library | • Structured collection of records (items) with custom fields • enables relational data management • items can be linked to tasks/projects • Pinnacle plan and above. |