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External and regular users on all account types can create projects.
⏱ 6 min read
Projects are one of the main ways to organize, manage, and report on work within Wrike. Use projects to manage a group of tasks that are part of a larger goal. Projects enable you to track the status and due dates separately from your tasks while adding information directly to the project itself: project owner, start date, end dates, custom fields, plus any attachments or conversations that the project team will want to access.
Quick Tip! Check out our article on Archiving for information on how to archive projects.
Quick details below, but check our page Building Blocks: Tasks, Folders, and Projects for more detailed information on when to use each item.
Create a new project
Convert a folder into a project
To easily distinguish projects from folders, projects have a clipboard icon to the left of their name in the Navigation panel.
Convert a subfolder into a subproject
You can use the same steps as described above or:
You can access and edit a project’s properties from the project info. Just select a project from the folder tree 1 and a panel with the project’s information 2 automatically appears.
From here you will be able to view and edit the project’s:
Owners
The "Owners" 1 attribute allows you to clearly indicate the person or people that are responsible for a project. To add a project owner, click on “+” 2 next to the “Owners” field. Begin typing the name of the user you want to add and then select their name from the dropdown when it appears 3. When you add someone as a project owner:
Communication
Use the description and comment sections to easily share information with your team and stay up to date with your project’s progress. The description field is a live editor where you can work on and update key project information, while the comment section is a great place to ask questions or get the attention of a specific teammate by @mentioning them in a comment.
Workflow
A project's workflow 1 determines the default workflow for all new tasks created in the project. All users on Free and Professional accounts will use the default workflow, but Business and Enterprise users can change from the default to one of their Custom Workflows. To change a project’s workflow, just click the dropdown arrow next to “Default Workflow” and select the workflow that you want to make the default for that project.
Attach Files
Attach files 2 directly to a project to make them easy to find and access. To attach a file, click on “Attach files” and then select where you would like to attach your file from (from your computer or from one of the supported cloud platforms). A pop-up will appear 3 from where you can select the file you would like to attach. Attachments are a great feature and you can delve deeper into what you can do with file attachments.
Share Settings
Like Spaces, folders, and tasks, projects can be private or shared with others. You can view and edit share settings by clicking on the share icon 4 in the project info panel. At the top of the menu that appears you can see who the project is currently shared with and underneath is a search box and dropdown where you can share the project with more users. Read more detailed information on how to share a project. If you need to, you can also stop sharing a project.
Use project statuses 1 to indicate how your project is progressing. As your project advances, change its status to one of the project’s default statuses 2:
For accounts created before 4/15/2019 these 6 status options are currently available:
To select a status:
The status you choose will display in the status field and a thin bar, in a corresponding color, will appear across the top of the Project info panel.
For the accounts created after 4/15/2019:
To select a status:
The status you choose will display in the status field.
Users on Business and Enterprise accounts can choose a status from any of their Custom Workflows:
Wrike Tip! You can filter out completed and cancelled projects so they don't clutter your left-hand Navigation panel.
Help keep your team on the same page by setting a start date 3 for your project. To add a start date: click in the field next to “Start Date” and then enter a date.
Finish Date
Signal when a project needs to be completed by. To add an end date 4 click in the field next to “Finish Date” and enter a date.
Project dates rollup is available on Business and higher accounts. Regular users can enable dates rollup for projects.
Instead of manually setting up project dates, you can enable dates rollup. Wrike will automatically check the start and end dates of all subprojects, tasks, and subtasks within the project and set the earliest start date and the latest end date for the project.
To roll up project dates:
The project’s dates will be set automatically and you’ll no longer be able to change them manually. If you or other users change the start date of the earliest task, subtask, or subproject or the end date of the latest one, the rolled-up project dates will be adjusted automatically.
To disable dates rollup for a project, select “Disable Dates Rollup” on Step 3 described above.
Note: This way you enable/disable rollup only for the project you selected in Step 1. Its subprojects do not automatically get rollup enabled or disabled.
You can enable/disable rollup for multiple projects from the Table view:
Dates rollup will be enabled or disabled for all projects that are currently on the Table view.
Time spent rollup is available on Business and higher accounts.
The "Time spent" column on the Table view allows you to see how much time was spent on any selected task.
For tasks within projects, you can roll up the values and see the total number of hours spent on the project. To do so:
You'll see the total number of hours spent on a project in the cell.
Note: To edit the values, switch to the Timelog view or open each task separately and edit the values from the Task view.
Switching to the Gantt chart 1 can help you visualize how your project and its tasks are scheduled.
How Projects Appear on the Gantt Chart
*If the project has start and end dates scheduled, then the bracket spans from the project’s start date to its end date (regardless of when task's within the project are scheduled). If the project does not have start and end dates scheduled, then the bracket spans from the earliest start date to the latest end date of tasks within the project.
Details regarding how tasks and subfolders appear in the Gantt Chart can be found here.