A great tool for large teams with a need for easy task management and easy reporting and communication!
Updated July 13, 2021

A great tool for large teams with a need for easy task management and easy reporting and communication!

Fernanda Price | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Wrike

It is currently used by our client services team to manage account tasks and have high-level reporting dashboards for our management team to review at a glance. We also use it to request specific tasks across other departments such as our data team and our analytics team.

Pros

  • The ability to create custom dashboards makes it very easy to see the status of your tasks at a glance.
  • It's great that you have the ability to not only assign people to tasks, but also to tag them in comments for easy follow-up, keeping everything in one place. No need for unnecessary emails!
  • I love that you can create individual work spaces and projects within those spaces, with the option to create automatic tasks for specific types of projects, so every time a new project is created, the same type of tasks are automatically created.

Cons

  • I'd like some additional options for filtering or organising my inbox based on topics, project, assignees, etc.
  • Using Wrike has seriously reduced our time spent on emailing back-and-forth or filling out many different spreadsheets in order to have an overview or report, we now have it all in one place.
  • The dashboards and to-do lists/tables make it easy to manage tasks so we don't let anything slip through the cracks, which helps us be more efficient and deliver better service to our clients.
Wrike has made our task management a lot simpler than our previous system, Asana. The ability to create custom dashboards makes it easy to keep track of work, and the reporting systems makes it easy for management to get clear overviews without needing to reach out to each employee for updates.

Do you think Wrike delivers good value for the price?

Yes

Are you happy with Wrike's feature set?

Yes

Did Wrike live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Wrike go as expected?

I wasn't involved with the implementation phase

Would you buy Wrike again?

Yes

Has a lot of very useful features, but it does require trainings to be able to use it properly.

Wrike Feature Ratings

Project Management
9.8
Task Management
10
Resource Management
Not Rated
Gantt Charts
10
Scheduling
10
Workflow Automation
10
Team Collaboration
9
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
Not Rated
Email integration
Not Rated
Professional Services Automation ()
Not Rated

Using Wrike

40 - Client success team uses Wrike to make requests to our Data Insertion team, Design team, and Web team, we also use it for internal task management and for cadence reports (i.e. so management teams can have an overview of their whole team's project status at a glance). We also implemented "escalation" steps that are automated when tasks have been delayed by a pre-specified period of time.
4 - We have two team members that are "Power users" who helped in the initial set-up of the business logic for each task flow and duration, as well as for the onboarding and training of new members. Then we have two managers who oversee the status reports and provide general reports to the commercial team as a whole to give an overview of where there are areas of opportunity and action points needed.
  • Cross-departmental requests
  • Status reports and progress tracking
  • Individual task management
  • Clear communication (i.e. avoiding back-and-forth emails, simply create subtasks and add comments with tags to contributors directly on the task)
  • Team management has been simplified (especially for smaller teams, such as task assignation for our group of interns)
  • Sub-folders and archive function have helped keep track of developments for individual accounts (beyond what is tracked in our CRM system).
  • The Knowledge Base options (FAQ, etc.) has been really useful as a way to document processes and changes so newcomers can catch-up quickly without needing extensive training
  • As a sort of "Intranet" for documentation
  • For extensive reporting through the dashboard system
Wrike has improved our team's efficiency tremendously and allowed us to cut through the silos across departments to be able to work more cohesively and, more importantly, in a way that creates transparency. The features like sub-tasks, recurrent tasks, scheduling and timing, let us have a clear overview of where in our processes we need to improve (what's holding us back, taking longer than expected, etc.), and the reports give an easy to understand status report at a glance, which has significantly reduced micromanagement and need for manual repetition of information (if it's in Wrike and up to date, anyone can go in and see the status, without needing another status report email or call).

Wrike Support

Their support team was amazing in helping our company set up Wrike to suit our needs, walked us through the entire process step by step, and even led a training for our end users.

Using Wrike

The features are all very useful and relatively intuitive, but there are still some features that require a bit more training or exploration to figure out how to use them best.

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