Migrating from Monday.com to Wrike
Wrike fits scaleup and enterprise teams best and has a moderate learning curve. If you're moving from Monday.com, the first week is the hardest — new UI, different terminology, rebuilt automations. This guide compresses that learning curve with a step-by-step migration plan.
At a Glance
- Highly visual and intuitive interface with color-coded boards — one of the easiest PM tools for non-technical teams to adopt
- Exceptional flexibility with 200+ templates and 30+ column types, making it adaptable for product, marketing, HR, CRM, and operations use cases
- Powerful no-code automations and integrations allow teams to build sophisticated workflows without developer assistance
- 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 leave behind
- −roadmapping
- −sprint planning
- −backlog management
Migration Steps
Audit and export your current workspace
Before touching Wrike, document what lives in Monday.com: 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 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 — $2.1999999999999993/user/mo less than your current Monday.com spend. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Wrike equivalent for each Monday.com feature your team relies on. projects and tasks in Monday.com maps to tasks and projects in Wrike. Wrike supports custom fields — recreate your Monday.com field schema here first. Gantt-style timeline views are available if your team used them in Monday.com. 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 Monday.com. 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 Monday.com in parallel for two weeks
Keep Monday.com 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 Monday.com, archive the workspace and make Wrike the official home.
Ready to switch?
Read the full Wrike review for pricing, integrations, and team fit details.