Wrike Software Review

Wrike Software Review
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Pros

  • Multi-project support
  • Built-in Gantt chart
  • Generous integrations
  • Robust reporting tools
  • Real-time activity streams
  • Easy file sharing
  • Solid mobile app
  • Customizable dashboard
  • Easy set-up

Cons

  • No built-in team chat option
  • A steep learning curve required to master its features
  • No invoicing tools
  • Unattractive UI

ABOUT

Like a lot of inventions, Wrike was born out of necessity. The software’s founder and CEO, Andrew Filev, was a software enthusiast who started writing code at a young age. He founded his first software consulting company at the age of 18. With a rapidly growing business that handled multiple projects simultaneously, Filev witnessed firsthand the limitations of working with spreadsheets. Moreover, the cumbersome process of sending multiple emails back and forth to get a simple task done proved to be incredibly frustrating to this young entrepreneur.

The rest, as they say, is history. Out of Filev’s frustration was born Wrike, an end-to-end project management software. When Wrike launched in 2006, collaborative work management was yet to become the distinct market segment it is now. Since then, the company has gone on to win multiple awards. Today, it helps 20,000 businesses, has over 2 million users, 700 employees, and offices in the USA, Ireland, Australia, and Russia.

Wrike’s growth and popularity are primarily due to its repertoire of features that checks most of the boxes needed for businesses to run projects efficiently. The software streamlines workflow management and enhances collaboration. So much so that the company labels itself as a social project management app. So, is Wrike worth the hype? Let us take a closer look to find out.

Who Is Wrike For

Boasting clientele in over 100 countries, including some impressive ones such as Google, Airbnb, L’Oréal, and Adobe, Wrike is a good fit for a wide range of business sizes. This success is due in no small measure to its scalable pricing plans. Wrike’s second-tier offering, the professional plan, boasts of pricing and basic project management tools that will satisfy the needs of most small businesses.

Conversely, the software’s business and enterprise plans allow more users and have the additional tools needed for large corporations. What’s more, Wrike has a competent free plan that solo entrepreneurs and micro-businesses might find advantageous.

Besides the flexible pricing plans, Wrike has different solutions for different business types. This range means that the software has tailor-made solutions for a variety of teams, including marketing teams, creative teams, business operations teams, and professional service teams. Add to this list, customized solutions for businesses oriented towards product development and project management, and you have a software that fits most business models to a T.

PRICING

This project management software has five pricing plans. All paid plans are billed annually, which could be a deterrent to businesses sitting on the fence about whether or not to use this project management software. To offset this, Wrike offers a free plan for up to 5 users and a 14-day free trial for all their paid plans.

Here are the details of each plan:

Plans

Free Plan

Professional Plan

Business Plan

Enterprise Plan

PriceFree$9.80/user/month$24.80/monthCustomized pricing
UsersUp to 5 users5-15 users5-200 users5 – unlimited users
Storage Space2 GB5GB50GB100GB
Board ViewYesYesYesYes
Task ManagementYesYesYesYes
File sharingYesYesYesYes
Spreadsheet viewYesYesYesYes
Real-time activity streamYesYesYesYes
Desktop and mobile appYesYesYesYes
Basic integrations such as Google Drive, OneDrive, Dropbox, Box, and Office 365YesYesYesYes
Gantt chartYesYesYes
Shareable dashboardYesYesYes
CollaborationsYesYesYes
Advanced integrationsYesYesYes
Custom fields and workflowsYesYes
Real-time reportsYesYes
Graphical analyticsYesYes
CalendarsYesYes
Request formsYesYes
Project and task approvalYesYes
Time trackingYesYes
Branded workspaceYesYes
User and group permissionsYesYes
Salesforce integrationYesYes
Active directory integrationYes
Two-factor authenticationYes
Advanced password policiesYes
IT controlled permissionsYes
User audit reportsYes
Advanced user control permissionsYes
Business Intelligence integrationYes

FEATURES​

  1. Project Management
  2. Workflow Management
  3. Team Collaboration
  4. Automation Features
  5. Time Tracking
  6. Reports

1) Project Management

Like most project management apps, Wrike, also allows admins to populate their new or ongoing projects with tasks. Each task has attributes such as a description, start date, due date, task stream, and a comments section. Once a task is created, project managers can assign it to a team member, attach files, add dependencies to it, and share it with others. Furthermore, Wrike allows users to add subtasks or checklists to a task in case they want to divide it into smaller actionable items. Each subtask can then be assigned to individual team members.

Another one of the standout project management features is Wrike’s folder system. The system serves as an excellent way for users to club relevant information together in one place and organize their projects even further. For example, users can group all the completed and ongoing projects for a recurring client into one folder. It is also a great way for users to manage work that is not project related, such as a weekly company blog. Within each folder, users can create a hierarchy of sub-folders and add tasks to each one.

2) Workflow Management

With the software’s workflow feature, project managers get an overview of overall and individual progress. They can mark each task or subtask as active or complete. This feature allows users to identify bottlenecks to project completion and a clear picture of activities in need of additional resource allocation.

Wrike offers users four ways to view their ongoing tasks; a list view, a board view, a table view, or a Gantt chart view. The list view allows users to prioritize tasks in tabular fashion. The board view is like a Kanban board where users can move their tasks around. Business and Enterprise plan users can additionally customize the board view’s column headers for more facile distinction. With the table view, users get an overview of resources allocated and time taken for each task.

The software’s Gantt chart view is straightforward, allowing users to map out all the steps needed to complete a project with easy drag-and-drop functionality. It gives users a timeline view of the state of their project, dependencies, and work scope.

3) Team Collaboration

Wrike’s activity stream feature is the software’s communication tool. Each task, folder, and project has an activity stream associated with it. Here, team members can communicate with each other by commenting on specific tasks or using the @mentions feature to draw someone’s attention. They can also monitor each other’s progress and update a task’s status. Wrike also allows managers to review their team’s activities in chronological order. Helpfully, the activity streams have filters along with options to unfollow that can weed out any unnecessary conversations.

The software has an inbox feature that lets users start or track an email thread from within the software. Besides this, users receive an inbox notification every time they are assigned to a new task, @mentioned, or when the status of a task they are working on is changed. Wrike also allows users to share files using its task file-sharing system, which supports DOC, DOCX, PPT, PPTX, and XLS file formats.

While it boasts of useful collaboration tools, Wrike has one noticeable non-inclusion, the lack of a private chat and video conferencing tool. Because of this, users need to pay for and integrate with a third-party chat app such as Slack. For a software that bills itself as a social tool, this is a big miss.

4) Automation Features

For companies that have repeat customers or similar projects, Wrike offers two automation features that speed up productivity. First, the software allows users to set up a project template. This process entails optimizing all the steps, including assigning tasks and subtasks, setting the order and duration of each task, and attaching any generic instructions and files to it. Once a user designs a template, the software stores it in a separate template folder ready to be used for a similar project whenever that is.

Second, Wrike’s Dynamic Request Forms feature helps users capture a customer’s requirements even before a project begins. The forms have a series of customizable fields that can gather all the necessary data from a client. The software then saves all the collected data directly to custom fields within a project template, eliminating the need for manual reentry into a project workflow. Additionally, the intuitive software automatically notifies and assigns tasks to team members based on data collected, such as location, specific requirements, or project types.

5) Time Tracking

With Wrike, time tracking is built into every task. Users simply need to click the play button within each task to record the time and track how long it takes to complete. The software then stores this information to create individual time logs and workload reports that can help users calculate the time needed to complete future projects. Helpfully, the software allows users to retroactively add hours or minutes to the tracker in case they cannot log time while working.

Other than using them to generate reports and estimating the time taken for future tasks, however, the time tracking features have limited functionality. The software does not differentiate between billable and non-billable hours. Moreover, since Wrike does not have a billing tool, managers cannot use the timesheets to create invoices and must export it to a third-party app that does that instead.

6) Reports

This project management app boasts of a robust reporting tool. There are two ways that this feature works. First, the software provides users with seven report templates. These templates, which are only available on the business and enterprise accounts, can be used to visualize key project metrics. These are:

  • Active tasks by assignee
  • Overdue tasks by assignee
  • Weekly project status
  • Unassigned tasks
  • Timesheet report
  • Projects due this month
  • Team utilization report

Alternatively, users can generate custom reports of their own on any aspect of a project or task. Apart from the usual filters such as start and finish date, Wrike offers users several others that enable them to analyze their projects on a granular level. These include actual hours, allocated hours, task budgets, and overall project budgets.

The software has two report views – a column chart view that depicts results in the form of bar graphs, and a table view. Users can modify report outputs by dynamically hiding segments or rearranging the columns by dragging and dropping them. Once a report is generated, they can instantly share them with team members and stakeholders or export them in XLS format. Importantly, Wrike has the added functionality of scheduling and setting up recurring reports.

INTEGRATIONS

With over 120 integrations, Wrike works seamlessly with close to 90% of the most popular apps on the market. The software integrates with apps in 12 different market verticals from artificial intelligence apps such as Amazon Lex to finance apps such as Deputy and Tsheets and a whole lot in between. As an app that prides itself on making team collaboration easy, it importantly integrates with software such as Gmail, Microsoft Outlook, Apple Mail, Google Drive, Microsoft Excel, Dropbox, and Slack.

Other salient Wrike collaborations include integration with Adobe for creative teams, MailChimp for marketing teams, and GitHub for development teams. It even integrates with other project management apps such as Asana, Jira, and Trello. Of note, Wrike integrates with two digital asset management (DAM) apps, Bynder and MediaValet. These apps help users maintain brand consistency across all app integrations. Also, users can connect to hundreds of additional apps using Wrike’s APIs and a selection of over 400 pre-built connectors.

More About Wrike Software

Set-Up

Wrike is easy to set up. Helpfully, the software provides users with a tutorial video that walks them through the initialization process after they log in for the first time. The video also showcases and demonstrates how to use the software’s basic features. Unlike some software that comes with a demo project, Wrike starts as an empty canvas. This blank slate allows users to organize it the way they want.

The first step is to set up a profile. Here, users can upload their avatar, set a job title, choose a workspace theme, and fine-tune their notification settings. The next step is to set up what Wrike calls Spaces. Spaces is nothing but a central hub that stores work items related to a project.

Each account has a ‘Team Space’ and a ‘Personal Space.’ While the personal space is for private work, the team space is a public portal that can be accessed by all team members. Users can set up a single team space to manage all their projects or set up separate team spaces for each project, a feature that is particularly useful for companies that have different departments. Importantly, Wrike users can import data from MS Projects and Excel sheets to expedite the set-up process. The software supports XLS and XML file formats.

Ease Of Use

While the software is easy to navigate initially, it becomes a cumbersome process once multiple projects, users, tasks, and subtasks add up. The software unnecessarily complicates functionality by compressing drop-down boxes, hiding a lot of options in the process.

This complexity makes for a frustrating user experience that involves a lot of ‘digging’ to find what you are looking for. Besides, the software seems bent on sending unwanted and unimportant pop-ups and notifications at regular intervals. The UI, while sporting a clean look, looks plain and dated. Simply put, it is crying for a redesign.

That said, once users put in the time needed to familiarize themselves with the software, the three-panel interface has a common-sensical layout. Besides, Wrike has a plethora of keyboard shortcuts that can improve its navigability. For example, pressing ‘Alt + Shift + N’ creates a new task, and ‘Alt + Shift + S’ takes users directly to the search box.

Device Compatibility

Desktop Browser App

Android App

iOS App

Windows Phone App

Apple Watch App

X

X

Boasting of over 500, 000 installs, the mobile apps are just as robust as the desktop version. They have a lot of features that give users the freedom to work on the go. These include an inbox, dashboard, task stream, Kanban Board view, and work folder. The mobile UI allows users to create project folders, add tasks, assign users to each task, and prioritize to-do lists easily because of its swipe functionality. Also, users can take pictures and attach them to tasks, collaborate in real-time with other team members, and access reports and documents while on the move.

Another nice feature is the mobile version’s Offline Mode feature, which makes it possible for users to access the software without the Internet. In the offline mode, users can view cached data, edit tags, and change the workflow status. The software automatically syncs all the changes made offline once the user reconnects. Importantly, mobile apps have advanced security features that ensure that all company data is kept safe. These include data encryption and two-factor authentication.

Customer Care

Boasting of a customer care system that has an average first response time of 20 minutes and handles over 12,000 tickets every month, it is safe to say that Wrike takes care of its customers. The software offers weekday email and phone support. Furthermore, Wrike has an active social media presence, which is another way that users can get in touch with the company’s representatives.

Aside from the above options, Wrike also offers users the following resources:

  • Knowledge Base: The software has a comprehensive knowledge base complete with installation guides, best practices, cheat sheets, and articles on how to get the most out of all its features.

  • Videos: Wrike has a plethora of video tutorials that guide users on setting up and using the software. Most of the videos are under 5 minutes and include just enough pertinent information. Helpfully, the video portal is grouped into three sections, making browsing an easier task. The first focuses on admins. The second and third sections cater to managers and users, respectively.

  • Webinars: Wrike’s representatives conduct live webinars that users can sign up for. These webinars are interactive training sessions that help users learn the software by practicing along. Wrike conducts webinars every Monday, Wednesday, and Friday. What’s more, the software adds past editions of their webinars to their collection of training videos.

  • Wrike Community: Here, users can post questions and share tips and tricks with the worldwide community of Wrike aficionados.

Online Security

Wrike has top-notch security features compliant with industry standards. These include ISO, SOC, and ISAE certifications. The software’s end to end security features include:

  • Data encryption at rest and transfer
  • HTTPS for all pages
  • Multi-factor authentication
  • Security breach alerts
  • Intrusion detection and prevention systems
  • Regular firewall and router updates

Also, the app’s data centers have 24/7 surveillance complete with power backup, biometric authentication, and a seismic bracing system. Here, customer data is backed up daily, encrypted, and stored.

For those who want an additional layer of security, Wrike offers an add-on feature called Wrike Lock. This feature locks the encryption keys for all workspace data, which include folders, tasks, workflows, attachments, and comments with a customer-managed key. This master encryption key is then stored outside of the software with a third-party security service. This add-on is, however, only available with Wrike’s enterprise plan.

PROS AND CONS

PROS

  • Multi-project support
  • Built-in Gantt chart
  • Generous integrations
  • Robust reporting tools
  • Real-time activity streams
  • Easy file sharing
  • Solid mobile app
  • Customizable dashboard
  • Easy set-up

CONS

  • No built-in team chat option
  • A steep learning curve required to master its features
  • No invoicing tools
  • Unattractive UI

CONCLUSION

Wrike is a competent project management software with powerful workflow management, task tracking, collaboration, and analytical tools. It supports both Kanban and Gantt charts, giving users a lot of flexibility in terms of how they track their tasks and subtasks. Add to this, its competitive and scalable pricing plans, and you have a software that suits a wide array of business styles and budgets.

The software is far from perfect, however. Wrike has a couple of flaws that hold it back. These are the non-inclusions of a dedicated chat system and an invoicing system that can take advantage of the time tracking data. Fortunately, Wrike offers users several integration options in both these categories that, in some small way, make up for the omissions.

It is an excellent product and, between its free version and 14-day free trial, one that is well worth trying out.

What do you think of our simple guide to Wrike? Do leave your comments in the appropriate section.

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