Having an organized workspace is a non-negotiable when entering the realm of project management. Here at Wrike, we’ve worked on making enhanced productivity a top priority.
In this article, we’ll talk about one of the fundamental features that makes Wrike your best buddy in project management: the mighty folder. Let's dive in and discover how to set up folders in Wrike.
Hierarchy of folders
Organization is key for teams juggling hefty workloads. And that’s exactly what our folder structure brings to the table — top-tier organization. It’s like having your personal assistant who knows where everything is and can fetch it for you in a jiffy.
Our folder structure works with three main components: spaces, folders, and subfolders. Picture these as a set of Russian dolls, each fitting neatly inside the other. Spaces form the outermost layer, housing various folders, which in turn can contain several subfolders. Simple, isn’t it?
What makes Wrike’s folders stand out?
Now, you might be wondering, “What’s so special about Wrike’s folders? Aren’t all project management folders the same?” Not exactly.
For example, Asana doesn’t have defined folders — just “portfolios” for grouping projects. Wrike’s folders can house tasks as well as projects.
Our folder structure is also designed to categorize different tasks effectively with subfolders, something ClickUp doesn’t have. Without a true folder structure, your work becomes unmanageable at scale.
But the real beauty of Wrike’s folders? They’re more than just a home for your tasks or projects — you can also use them to tell a story with data. Because Monday.com only has folders set up as an organizational tool, you can’t build a report from them. With Wrike, folders can be used as a source location for data, helping you create custom reports in no time.
So, if multipurpose folders are a necessity for your day-to-day tasks and a scalable workspace is important to you, Wrike is your best option.
How to set up your folders in Wrike
Now that you understand Wrike’s folder structure, let’s move on to the steps to create and manage your folders.
Step 1: Create your folders
Creating a folder in Wrike is straightforward. Go to the + button at the top of the workspace, select Folder, name your folder, and hit Create. Voilà! You’ve got yourself a brand new folder.
Step 2: Organize your folders
Once you’ve created your folders, you’re the boss. Rename them, move them, delete them, or update them with new tasks and projects. All it takes is a right-click on the folder you want to manage.
Step 3: Share your folders
Want to share the wealth with your team or other departments? Piece of cake. Simply select Share in your three-dot menu or just @mention a user in the comments.
Your folders work for you
Folders in Wrike are not just for organization; they’re also powerful tools for tracking progress, managing resources, and ensuring deadlines are met. Don’t just use folders to hold your documents — put them to work!
At the end of the day, how you structure your folders in Wrike depends on your specific needs and workflow. However, the essential principle remains the same — to keep your work structured, organized, and easily accessible.
Folder setup examples
Coming up with a folder structure that suits your team’s needs can be a fun exercise. Here are a couple of ideas to get your creative juices flowing.
Imagine you’re running a marketing campaign. You could create a space called “Marketing” with folders like “Content,” “Social Media,” “PR,” and so on. Each of these could have subfolders for individual campaigns or tasks.
Or perhaps you’re on a traditional project management team. You could have a “Project Management” space with folders like “Projects,” “Programs,” or “Portfolios” to categorize different levels of work.
The way you structure your folders depends on your specific needs, but these examples should provide a solid starting point. You’ve got this!
Get started with Wrike’s folders
Setting up your folders in Wrike isn’t just about keeping things tidy (though we do love a neat workspace!). It’s about supercharging your team’s productivity, keeping everyone on the same page, and sailing smoothly towards your project goals.
Ready to try folders for yourself? Start your free trial of Wrike today.
