Migrating from Wrike to Optimizely
Optimizely scores 4.2/5 on G2 — 0.0 points ahead of Wrike (4.2/5). If you're making the switch, here's how to migrate your team from Wrike to Optimizely step by step.
At a Glance
- Extremely versatile work management platform — supports Gantt, Kanban, table, calendar, and workload views in a single workspace
- Powerful resource management and workload balancing with real-time capacity insights (Business plan and above)
- Built-in proofing and approval workflows for creative assets — images, videos, PDFs — making it ideal for marketing and creative teams
- Industry-leading experimentation platform with both client-side and server-side testing — supports the full experimentation lifecycle from hypothesis to results
- Powerful Stats Engine uses sequential testing methodology that allows peeking at results without inflating false positive rates — a significant advantage over traditional frequentist approaches
- Robust feature flagging and progressive rollout capabilities allow engineering teams to decouple deployment from release, with fine-grained audience targeting
You leave behind
- −Kanban boards
- −Gantt charts
- −time tracking
Migration Steps
Audit and export your current workspace
Before touching Optimizely, document what lives in Wrike: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any custom fields and workflow automations that your team relies on daily.
Set up your Optimizely workspace
Create your Optimizely workspace and replicate your project structure using tasks and projects. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Optimizely equivalent for each Wrike feature your team relies on. projects and tasks in Wrike maps to tasks and projects in Optimizely. Optimizely supports custom fields — recreate your Wrike field schema here first. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Optimizely supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Optimizely's automation engine can replicate most rules you had in Wrike. Start with your most active project rather than importing everything at once.
Onboard your team
Run a 30-minute walkthrough covering the daily workflow: how to create tasks and projects, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the project hierarchy.
Run Wrike in parallel for two weeks
Keep Wrike read-only while your team works primarily in Optimizely. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Wrike, archive the workspace and make Optimizely the official home.
Ready to switch?
Read the full Optimizely review for pricing, integrations, and team fit details.