Wrike Workspace Audit Checklist

A Wrike workspace rarely becomes difficult overnight. Friction usually accumulates as teams, processes, reports, and administrators change. A structured review helps separate isolated complaints from deeper design problems.

1. Workspace structure

• Can users quickly find the work and information relevant to them?
• Do Spaces, folders, projects, tasks, and custom item types have clear purposes?
• Does the structure reflect how the organization operates today?
• Are ownership and naming conventions consistent?

2. Processes and intake

• Are important processes represented consistently?
• Do request forms capture the information teams need at the beginning?
• Do workflows, blueprints, and automations reduce manual work?
• Are exceptions handled intentionally rather than through workarounds?

3. Visibility and reporting

• Can leaders see status, priorities, risks, capacity, and outcomes?
• Does each dashboard answer a defined business question?
• Are reports based on consistently maintained data?
• Do stakeholders trust what Wrike tells them?

4. Governance and administration

• Is it clear who can create or change workspace components?
• Are permissions, naming, ownership, and maintenance expectations documented?
• Is there a process for requesting, reviewing, and communicating changes?
• Can the environment evolve without becoming inconsistent?

5. Adoption and ownership

• Do users understand what is expected of them in Wrike?
• Does the workspace make work clearer rather than adding friction?
• Are administrators prepared to support users and maintain the environment?
• Is training connected to the actual processes people perform?

Decide what happens next

Do not try to correct everything at once. Group the findings into immediate risks, high-value improvements, and longer-term opportunities. Then identify the decisions, owners, and dependencies behind each change.