Migrating from Loom to Wrike
The main reason teams move from Loom to Wrike is cross functional project management and marketing campaign management. Wrike's approach — extremely versatile work management platform — supports gantt, kanban, table, calendar, and workload views in a single workspace — suits scaleup and enterprise teams that have outgrown Loom's model. Here's how to migrate without losing historical context.
At a Glance
- Fastest way to communicate complex ideas asynchronously — record screen + camera in seconds with zero setup
- Loom AI automatically generates titles, summaries, chapters, and action items, saving significant post-recording effort
- Extremely low learning curve — even non-technical stakeholders adopt it instantly, making it ideal for cross-functional PM communication
- 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
You gain with Wrike
- +Kanban boards
- +Gantt charts
- +time tracking
- +workflow automations
Migration Steps
Audit and export your current workspace
Before touching Wrike, document what lives in Loom: 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 workflow automations that your team relies on daily.
Set up your Wrike workspace
Create your Wrike workspace and replicate your project structure using tasks and projects. Wrike starts at $9.8/user/mo/user/mo with a free tier available — $2.6999999999999993/user/mo less than your current Loom spend. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Wrike equivalent for each Loom feature your team relies on. projects and tasks in Loom maps to tasks and projects in Wrike. Wrike supports custom fields — recreate your Loom field schema here first. Gantt-style timeline views are available if your team used them in Loom. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Wrike supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Wrike's automation engine can replicate most rules you had in Loom. 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 Loom in parallel for two weeks
Keep Loom read-only while your team works primarily in Wrike. 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 Loom, archive the workspace and make Wrike the official home.
Ready to switch?
Read the full Wrike review for pricing, integrations, and team fit details.