To understand what is possible with Wrike in day-to-day work, especially around workflows for onboarding, intake management, approvals, creative production, agile, goal tracking, and more, it helps to look at how different teams are doing it.
For request and intake management, a strong primary workflow has all work coming in through a request form and going through a request queue. Request forms are the only way work enters the system. This kind of intake-first discipline means briefing information is always attached to the task from the start, and the team has a consistent view of incoming demand.
Managing graphic design and digital requests through Wrike means the intake process handles everything from initial concept through final delivery.
A team managing content, messaging, and design projects through custom workflows, including a workflow designed for recurring messaging that repeats on a schedule, builds the workflow around that production cycle.
Product management and agile setups can use custom item types for product change requests. A backlog workflow can track items through assessment, technical review, and design. When a backlog item is added to a sprint, it receives a separate sprint workflow that carries it through implementation, review, testing, further discussion if needed, and deployment. An automation switches the workflow as items are added during sprint planning.
Using Wrike for operations and multi-process teams such as onboarding, ticketing and help desk support, triaging, marketing workflows, and editorial workflows means multiple different workflow types in the same account, each configured for its own process.
The teams with the most functional Wrike setups share a few characteristics. Work enters the system through an intake mechanism, usually a request form and workflows have statuses that match the stages of that process.