Wrike Project Management Cheat Sheet

Updated 2026-03-18

Next Topic: Xero Cloud Accounting Cheat Sheet

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 a comprehensive collaborative work management system with advanced features like custom workflows, resource planning, automation, and built-in reporting. The platform serves marketing teams, professional services, IT departments, and cross-functional organizations by offering flexible work structures — tasks, folders, projects, and spaces — combined with powerful customization through custom fields, item types, and blueprints. One key insight: Wrike's cross-tagging capability allows a single task to live in multiple locations simultaneously, enabling matrix organization structures and shared resource visibility without version control headaches.

What This Cheat Sheet Covers

This topic spans 20 focused tables and 215 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.

Table 1: Core Work Items and HierarchyTable 2: Views and VisualizationTable 3: Custom Workflows and Status ManagementTable 4: Custom Fields and FormulasTable 5: Task Dependencies and SchedulingTable 6: Automation and TriggersTable 7: Approvals and ProofingTable 8: Resource and Capacity ManagementTable 9: Time Tracking and BillingTable 10: Dashboards and ReportingTable 11: Request Forms and IntakeTable 12: Templates and BlueprintsTable 13: Integrations and APITable 14: Permissions and Access ControlTable 15: Search, Filters, and ViewsTable 16: Collaboration and CommunicationTable 17: Automation and AI Features (2026)Table 18: Mobile and Offline FeaturesTable 19: Security and ComplianceTable 20: Advanced Features and Administration

Table 1: Core Work Items and Hierarchy

Type	Example	Description
Task	`Create landing page` `Schedule: Mar 20-25`	• Basic unit of work with assignees, dates, status, description, attachments, and comments • can exist in multiple locations via cross-tagging.
Subtask (Subitem)	`Task → Write copy` `Task → Design hero image` `Task → Set up tracking`	• Nested task under a parent task • unlimited hierarchy depth • automatically inherits sharing from parent but can have own assignees and dates.
Folder	`Marketing Campaigns` `Q1 Deliverables`	• Container for organizing tasks and subfolders • simpler structure without project-specific metadata like owners or timeline • used for grouping related work.
Project	`Product Launch Q2` `Owner: Sarah` `Mar 1 - Jun 30`	• Folder with enhanced properties: dedicated owner, start/end dates, status, and project-level reporting • appears in project-specific views and reports.
Space	`Marketing Space` `Engineering Space` `Client: Acme Corp`	• Top-level container for departments, teams, or clients • can have dedicated workflows, custom fields, dashboards, and access controls • Business plan and above.

Table 1: Core Work Items and Hierarchy

Type	Example	Description
Task	`Create landing page` `Schedule: Mar 20-25`	• Basic unit of work with assignees, dates, status, description, attachments, and comments • can exist in multiple locations via cross-tagging.
Subtask (Subitem)	`Task → Write copy` `Task → Design hero image` `Task → Set up tracking`	• Nested task under a parent task • unlimited hierarchy depth • automatically inherits sharing from parent but can have own assignees and dates.
Folder	`Marketing Campaigns` `Q1 Deliverables`	• Container for organizing tasks and subfolders • simpler structure without project-specific metadata like owners or timeline • used for grouping related work.
Project	`Product Launch Q2` `Owner: Sarah` `Mar 1 - Jun 30`	• Folder with enhanced properties: dedicated owner, start/end dates, status, and project-level reporting • appears in project-specific views and reports.
Space	`Marketing Space` `Engineering Space` `Client: Acme Corp`	• Top-level container for departments, teams, or clients • can have dedicated workflows, custom fields, dashboards, and access controls • Business plan and above.