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How to Add a Task in Wrike

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You opened Wrike. You have work to do. Now you need to actually put that work somewhere.

That’s where task creation comes in — and Wrike gives you more than one way to do it. Whether you’re working from the top navigation bar, a project board, a table, a calendar, or your personal to-do list, there’s a method that fits exactly how you work.

This guide walks you through every way to add a task in Wrike. Step by step. No fluff.

Over 1.68 million people used Wrike in 2025 — and collectively, Wrike users completed 65 million tasks that year, automating more than 18 million of them. Task management isn’t optional anymore. It’s the infrastructure that keeps work moving.

Let’s build yours.

What Is a Task in Wrike?

Before you create one, it helps to know what you’re working with.

In Wrike, a task is the core unit of work. It’s where you capture what needs to get done, who’s doing it, when it’s due, and how it connects to a larger project or folder. A task can hold a description, attachments, subtasks, custom fields, status updates, comments, and more.

Tasks live inside spaces, folders, or projects. They can be assigned to one or multiple people. They can have start and end dates, priority levels, dependencies, and approval workflows depending on your plan.

Think of a task as a container — not just a to-do checkbox.

Who Can Create Tasks in Wrike?

Not every account type can create tasks. Here’s the fast version: all Regular and External Users across all account types can create tasks. Collaborators, Contributors, and Viewers cannot.

If you’re on a Business account or higher, your admin may have enabled custom item type suggestion settings, which could slightly change the task creation flow. But for most users on most plans, the steps below apply directly.

How to Add a Task Using the + Button

The fastest way to create a task in Wrike is from the global + button at the top of your workspace. This works from anywhere in the interface.

Here’s how:

  1. Click the + button at the top of your Wrike workspace.
  2. Select Task from the dropdown list.
  3. In the pop-up that opens, type the title of your new task.
  4. Press Enter on your keyboard.

Your task is created. By default, it lands in your Personal space. But from here you can immediately:

  • Tag it to a folder, project, or space of your choice
  • Assign it to a teammate
  • Set a start and due date
  • Add a description or change its status

This is your fastest path from zero to task. Use it whenever you need to capture something quickly and sort the details later.

How to Add a Task in List View (Inside a Folder or Project)

If you want a task to live in a specific folder or project from the start, navigate there first.

  1. In the left sidebar, select the folder or project where the task belongs.
  2. Make sure you’re in List view.
  3. Click + Item at the bottom of the task list, or hover between tasks to reveal the inline add option.
  4. Type the task name and press Enter.

The task is immediately added to that location. Open it by clicking the task name to add assignees, dates, custom fields, and attachments directly from the Item view.

How to Add a Task in Board View

Board view is ideal when you’re thinking in workflow stages — Active, In Review, Done, and so on. Adding a task here places it directly into a specific status column.

  1. Navigate to the folder, project, or space where you want the task.
  2. Switch to Board view.
  3. Find the column (status) where the task should start.
  4. Click the + Item button at the top or bottom of that column.
  5. Type the task name.
  6. Add an assignee (optional but recommended).
  7. Press Enter or click anywhere outside the field.

The task is created with the status of the column you selected. Click on it to open the full Item view and add more detail.

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How to Add a Task in Table View

Table view is the powerhouse for structured project data. Adding tasks here lets you fill in custom fields, assignees, and dates all in one row — without opening a separate window.

  1. Navigate to the folder, project, or space.
  2. Switch to Table view.
  3. To add a task, do one of the following:
    • Right-click on the folder or project name → select Add subitem → choose Task
    • Or scroll to the bottom of the list and click + Item
  4. Enter the task name (or paste a permalink to an existing task).
  5. Press Enter or click outside the field.

The task is created in that row. From here, you can edit status, assignee, dates, and custom fields directly in the table — no need to open the task individually.

Research confirms that 98% of Wrike users rate task management as important or highly important to their work. Table view is often where power users spend the most time — because it gives full visibility across everything in motion.

How to Add a Task in Calendar View

Calendar view is the right place to add tasks when timing is what matters most.

  1. Navigate to the Calendars tab in the left sidebar. If you don’t see it, click More and select it from the list.
  2. Click on the date in the calendar grid where you want the task scheduled.
  3. Enter a task title.
  4. Select the folder, project, or space to tag the task in (you can select more than one).
  5. Choose the calendar layer you want to add the task to.
  6. Click Create.

Your task appears immediately in the calendar at the date you selected. If the layer was hidden before, it will display automatically.

A note on duration: tasks created in week or month view default to a single day. In quarter view, the default is five days. In year view, one month.

How to Add a Task from My To-Do

My To-Do is your personal task list inside Wrike — separate from team projects, focused entirely on what you need to handle.

  1. Navigate to the My To-Do tab in the sidebar. (If it’s not visible, click More to find it.)
  2. Click + Item at the bottom of the task list.
  3. Enter a task title.
  4. Press Enter.

Tasks created from My To-Do are automatically assigned to you. They start as backlogged and pick up the first active status of the default workflow. They also get added to the Shared with me folder automatically.

You can filter, sort, and group your My To-Do list by priority, due date, status, assignee, and more. Compact mode is available if you want to see more tasks on screen at once.

How to Add a Task in the Workload Chart

If you’re on a Business plan or higher — or if you have the Wrike Resource add-on — you can create tasks directly in the Workload chart. This is particularly useful when you’re assigning work based on team capacity.

  1. Navigate to the Workload chart from the Home page or from a space.
  2. Select the relevant chart from the list.
  3. Hover over the date range for which you’d like to create a task, in the row of the person you want to assign it to.
  4. Click and drag from the desired start date to the end date.

The task is created and immediately assigned to that team member for that time period.

With 57% of monthly active users leaning on Wrike’s Resource Management features, workload-aware task creation is becoming a standard part of how teams operate — not an advanced feature.

How to Fill In Task Details After Creating It

Creating the task is step one. Making it actionable is step two.

After you create a task, open it by clicking on the task name. From the Item view, you can:

  • Set assignees — click the Assignee button and select from the list. Multiple people can be assigned to the same task.
  • Add dates — set a start date and due date. When the start date arrives, Wrike automatically sends a reminder to the assignee.
  • Write a description — context lives here. Use it.
  • Set a status — move it from Active to In Review, On Hold, or any custom status your workflow uses.
  • Set priority — High, Normal, or Low.
  • Add subtasks — break bigger tasks into smaller steps. Each subtask can have its own assignee and due date.
  • Attach files — attach documents, images, or links directly to the task.
  • Add followers — people who should receive updates without being the assignee.
  • Start an approval — available on select plans for tasks that require sign-off before progressing.

Every task automatically notifies its assignees by email when it’s created. If someone changes a task you created, you’ll receive a notification as well. All changes are tracked in the comment history under the task description.

How to Add a Task from a Blueprint

Blueprints are pre-configured task templates. If your team runs the same types of tasks repeatedly — onboarding steps, creative briefs, campaign launches — blueprints eliminate setup time.

To create a task from a blueprint:

Method 1 — From the Blueprints section:

  1. In the sidebar, click on the current Space tab and select Blueprints.
  2. Right-click the blueprint you want to use and select Create from blueprint.
  3. Optionally rename the task and add a name prefix.
  4. Select a location (folder, project, or space). If you skip this, the task lands in Personal space.
  5. Choose notification preferences and date reschedule settings.
  6. Click Create.

Method 2 — From Table view:

  1. Navigate to the folder, project, or space.
  2. Switch to Table view and click + Item at the bottom.
  3. Start typing the blueprint name in the search field.
  4. Click the blueprint from the results.
  5. Configure the creation dialog and click Create.

Method 3 — From the + button:

  1. Click + at the top of the workspace.
  2. Type the blueprint name in the search bar.
  3. Select the correct blueprint and configure the dialog.

One important note: there are weekly limits on mass item creation — 3,000 items per week for Free, Professional, and Team accounts; 12,000 items per week for Business Plus and above. The limit resets automatically after seven days.

Tips to Organize Tasks More Effectively in Wrike

Creating tasks is the start. Keeping them organized is where the real value comes from.

Tag tasks to multiple locations. A single task can appear in multiple folders or projects simultaneously. Use this when work spans teams or departments — instead of duplicating the task, tag it.

Use custom fields. On paid plans, you can add custom fields to tasks — dropdown menus, text fields, numbers, checkboxes. These let you track information specific to your team’s workflow without cluttering the task title.

Set dependencies. When one task can’t start until another finishes, set a dependency. Wrike will flag conflicts and reschedule dates automatically on some plans.

Build subtasks. Complex deliverables almost always have sub-steps. Break them down. Subtasks give you progress visibility without creating a separate project.

Sort and filter. In My To-Do and List view, sort by priority, due date, start date, status, or assignee. Use filters to focus on what’s relevant right now without losing sight of the bigger picture.

Organizations that implement structured project management practices are 2.5 times more likely to successfully complete their projects. Clean, well-structured tasks are where that structure begins.

Common Issues When Adding Tasks in Wrike

Can’t find the + button? Make sure your account type allows task creation. Collaborators, Contributors, and Viewers don’t have this permission.

Task landing in the wrong space? Use the tagging field immediately after creation to move it to the right folder or project. Or navigate to the correct space first, then use + Item from within it.

Blueprint not appearing in search? Blueprint access depends on whether it’s at the account level or space level. Check both. Also confirm your admin hasn’t restricted blueprint visibility.

Dates not syncing with the calendar? Tasks only appear in Calendar view if they’ve been tagged to a calendar layer. Check your calendar settings and confirm the task has a date attached.

Can’t create tasks from blueprints? You may have hit the weekly item creation limit. Free, Professional, and Team accounts cap at 3,000 items per seven-day window. Contact Wrike Support if you need a manual reset.

Conclusion

Adding a task in Wrike is straightforward — once you know which method fits the moment. The + button works for quick capture. Board view makes status-first creation intuitive. Table view gives you structured control. Calendar view locks in the timing. My To-Do keeps your personal list clean. Blueprints eliminate setup for recurring work.

The real power isn’t in any single method. It’s in understanding all of them — so you always know the fastest path from idea to assigned, dated, actionable task.

With over 65 million tasks completed on the platform last year and a 67% increase in automation adoption, the teams winning with Wrike aren’t the ones who know the most features. They’re the ones who keep their workflows clean, their tasks current, and their pipelines full.

Start with the method that fits where you are right now. Build from there.

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FAQs

Can Wrike task management help with outbound lead generation and pipeline building?

Absolutely — but it's only half the equation. Wrike keeps your internal workflows organized. The harder part is filling that pipeline with qualified meetings in the first place. That's where outbound comes in. SalesSo is a lead generation agency that handles the full cold outreach stack — cold email, cold LinkedIn, and cold calling. We identify your ideal targets, build and test multi-channel campaigns, and scale what converts. Your team focuses on closing; we handle the front end of pipeline creation. If your Wrike tasks include outreach, follow-ups, or pipeline tracking — you need a reliable source of leads feeding those workflows. Book a strategy meeting with SalesSo to see how we'd build that pipeline for you.

Can all Wrike users create tasks?

Yes — except Collaborators, Contributors, and Viewers, who don't have task creation permissions.

Can a task exist in multiple folders at once?

Yes. Tag a task to multiple locations and it appears in each without duplication.

Can I use an AI-generated headshot for LinkedIn?

Be cautious. While AI can enhance photos, 38% of recruiters flag obviously artificial images. Keaaep it authentic for maximum trust.

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