Wrike Project Management Workspace Administration Training Course

Course overview

Wrike workspaces often become difficult to govern when teams create inconsistent folder structures, duplicate workflows, uncontrolled custom fields and ad hoc access permissions. Project managers lose confidence in reporting, requesters do not know where work belongs, and administrators spend time repairing items rather than improving the system. This course addresses the practical administration decisions that make Wrike usable across projects, departments and delivery teams while retaining enough control for reliable portfolio visibility.

Participants learn how to configure a scalable Wrike workspace: spaces, folders, projects, custom item types, custom fields, workflows, request forms, blueprints, automations, user groups and access roles. They build dashboards and reports that expose work status, workload, overdue items and delivery risks, then use Wrike Analyze to create management-ready visualisations. The course also covers workspace governance, naming conventions, permission design, adoption controls, data-quality checks and a structured approach to administering change without disrupting active work.

Instructor-led demonstrations are followed by guided configuration labs in a realistic multi-team delivery scenario. Participants work through decisions that administrators face in practice, including separating confidential work, standardising intake, designing approval paths and producing trustworthy portfolio reporting. By the final day, each participant leaves with a documented Wrike workspace administration blueprint containing a proposed hierarchy, role and permission model, workflow and request-form designs, reporting specifications, governance rules and a 90-day implementation plan.

The course is suited to professionals who administer, own or improve Wrike for a project office, operations function, marketing team, technology group or shared-services environment. It is equally valuable for managers sponsoring a Wrike rollout who need a practical design that teams can adopt and leaders can govern.

Course objectives

By the end of this course, participants will be able to:

• Configure spaces, folders, projects and custom item types using a scalable workspace hierarchy
• Design custom workflows, status groups and approval paths for distinct delivery processes
• Build request forms that route incoming work, capture required data and create the correct work items
• Create custom fields and field governance rules that support consistent reporting
• Set up user groups, access roles and sharing permissions using a least-privilege model
• Develop blueprints and automation rules that standardise recurring project and operational work
• Produce dashboards, reports and Wrike Analyze visualisations for workload, status and portfolio decisions
• Write a workspace administration blueprint with governance controls, ownership assignments and an implementation roadmap

Benefits of attending

Target competencies

Who should attend

• Wrike Workspace Administrators — who configure structures, permissions and standards for multiple teams
• PMO Managers — who need dependable project data and a governed portfolio reporting model
• Project Managers — who must translate delivery methods into repeatable Wrike workflows and templates
• Operations Managers — who need to standardise work intake, assignment and service delivery tracking
• Business Systems Administrators — who support user access, configuration controls and platform adoption
• Digital Transformation Leads — who are designing a practical operating model for a Wrike rollout

Requirements and prerequisites

Participants should be comfortable navigating a web-based business application and understand basic project-management terms such as task, milestone, dependency, owner, deadline and status. Experience using Wrike as a regular collaborator or project manager is useful, particularly creating tasks and updating work, but is not essential. Complete beginners can attend and should expect a guided introduction to Wrike navigation before moving into administration. No coding, API knowledge, database skills or prior system-administration qualification is required. Participants should have access to a laptop and, where possible, a non-production Wrike account or training workspace for practice.

Training methodology

The course combines instructor-led configuration walkthroughs with individual hands-on labs in a structured Wrike training workspace. Each day uses a continuing case involving several teams with competing access, intake and reporting needs. Participants configure features directly, compare design choices in small-group reviews and diagnose common administration failures such as uncontrolled custom fields or misleading statuses. Short implementation clinics connect each configuration decision to governance, adoption and reporting consequences. The final workshop turns the completed exercises into a workplace-specific administration blueprint and 90-day action plan.

Course outline

Day 1: Wrike architecture and workspace foundations

• Wrike account, workspace and space architecture
• Navigation, work item views and item relationships
• Folders, projects and project templates
• Custom item types and work classification
• Naming conventions and workspace taxonomy
• Task ownership, dates, dependencies and milestones
• Administration roles, account ownership and configuration boundaries

Workshop: Configure a draft workspace hierarchy for a multi-department delivery organisation and produce a documented naming and classification scheme.

Day 2: Standardising work intake and delivery processes

• Custom workflows, status groups and status design
• Workflow selection by team and work type
• Custom field creation, field types and placement
• Required-field rules and data-quality controls
• Request form question design and branching logic
• Request routing, assignee rules and item creation
• Blueprints for recurring projects, campaigns and service work

Workshop: Build a governed service-request process with a request form, custom workflow, custom fields and a reusable blueprint.

Day 3: Access control, collaboration and automation

• User types, licences and collaborator access
• User groups and group-based workspace administration
• Access roles and permission capability design
• Sharing models for confidential and cross-functional work
• Guest access and external collaboration controls
• Automation rule triggers, conditions and actions
• Notification design and automation exception handling

Workshop: Create a least-privilege access model and automation map for internal teams, executives and external contributors.

Day 4: Operational reporting and portfolio visibility

• Dashboard widgets for individual and team work management
• Table view configuration, filters and saved views
• Report types, report scope and filtering logic
• Workload charts and capacity interpretation
• Wrike Analyze data sources and chart selection
• Portfolio-level status, risk and overdue-work metrics
• Reporting data validation and exception checks

Workshop: Produce a manager reporting pack comprising a team dashboard, a filtered operational report and a Wrike Analyze portfolio visualisation.

Day 5: Governance, adoption and administration planning

• Workspace governance principles and decision rights
• Configuration change control and release planning
• Custom field, workflow and template ownership
• Data-quality audits and archive procedures
• User onboarding, guidance and adoption measurement
• Wrike Integrate use cases and integration governance
• Administration roadmap, success measures and review cadence

Workshop: Complete and present a 90-day Wrike administration blueprint covering governance, configuration priorities, reporting controls and adoption actions.

Tools & standards covered

Wrike, Wrike Analyze, Wrike Integrate, Microsoft Excel

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions