Custom Space Templates in Wrike
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
Custom Space Templates in Wrike let admins save and reuse configured Spaces to quickly launch consistent projects and workflows. Templates preserve structure and settings, can be used to create new Spaces or added to existing ones, and help teams standardize recurring work faster.
Custom templates let account owners and admins save spaces as templates, so you can quickly launch new spaces with all your favourite configurations. Whether you’re planning marketing campaigns, onboarding new team members, or rolling out product launches, custom templates help you start fast and stay consistent.
Note
The space needs to be unlocked and not archived. You can’t save personal spaces as templates.
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Open the space you want to save as a template.
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Click the three-dot menu next to the space title in the sidebar 1.
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Select Save as template 2.
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Alternatively, you can go to the Templates and Solutions Center.
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Click Created by My organization to browse and choose from the existing custom templates 3.
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Click + Custom template 4 to create a new custom template.
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Click + Space 5 and select up to five spaces to save at once.
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Enter a Name and Description for your template 6.
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Click Save template 7.
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You’ll see a confirmation message, and your template will appear in the Gallery.
Note
When you save a space as a template, all content is included from the space, except for assignees, comments and references or links to other spaces. These are automatically removed when you save it as a template.
If account-level entities like custom fields, workflows, or custom item types are used in a Template, these aren’t copied when you create a new space from this Template, they are reused instead.
Templates copy the current space-level settings. Changes made to the original Space after saving won’t update the template. Assignees are not copied to new spaces created from a template.
How to launch a New space from a Template?
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Click the + icon in the upper right-hand corner of your workspace 1.
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Select Space from the dropdown 2.
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The Templates and Solution Center will open.
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Click + Custom template 3 to create a Custom template that can be tailored to your unique processes.
OR
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Click Created by My organization to browse and choose from the existing custom templates 4.
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Select your template and preview the details 5.
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Click Use template 6.
Note
After clicking on Use template you can apply templates to existing spaces or use them to create new spaces.If applied to an existing space, a template will add all of its existing content to the space as new configurations and features. No changes will be made to the space’s existing content.
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Click Create new space 7 at the bottom of the drop-down to launch a new space.
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You can rename the new space, if required 8.
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Click Next 9 to proceed.
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The template will start unpacking and the space is created in your sidebar.
Space admins can install templates into their spaces from Templates and Solutions Center without merging them with existing work. When installed, the template content is added to the selected Space as a separate folder, making it easier to organize, customize, and manage work without affecting the overall Space structure. You can also see the source of installed configurations in Space Settings.
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Open the Templates and Solutions Center.
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Click the Created by My organization option 1.
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Select your template and preview the details 2.
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Click Use template 3.
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Select the space where you want to install template 4.
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Click Apply in the pop-up that appears 5.
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You’ll see the template, including its tools and work items, in a separate folder in the selected space.
Space admins can view the source template for configurations installed in a Space from the Space settings. The source template is displayed in the How created column, helping identify which template specific Custom Item Types and other configurations originated from, especially when multiple templates are installed within the same Space.
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Open Space Settings.
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Click on Custom item types 1.
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The source of the installed template is displayed in the How created column 2.
OR
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Click Group in the toolbar 3.
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Select How created 4 from the drop-down to view configurations from the same template source grouped together 5.
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You can save any space except personal, locked, or archived spaces as a template if you’re a space admin.
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Templates are stored in your account’s templates gallery. You can save up to five spaces into one Template.
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If a template with the same name already exists, Wrike will add a number to the new template’s name.
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Owners and admins can let regular users create templates by enabling the corresponding permission in User Type settings.
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The Templates Gallery shows all available custom templates, along with the creator’s name.