Account owners and admins on Business and Enterprise accounts and account owners on Professional accounts can access the Onboarding Templates gallery. Admins on Enterprise accounts may have the right disabled.
⏱ 2 min read
Use templates to add a premade framework to your account. Each template has what you need to carry out a specific type of work. Templates can come with: Projects, sample tasks, Dashboards, Reports, and Request forms.
- Any item added to the Workspace from a template is completely editable and shareable.
- Wrike for Marketers accounts may not have Onboarding Templates available.
|Template Name||Great For||What it Comes With||Available With|
|Project with Dependencies||Classic, timeline-driven projects||1 Project, 5 sample tasks, 1 Dashboard||Professional, Business, Enterprise|
|Complex Project with Phases||Phased project for taking a stepped approach to work||1 Project, 5 Folders, 10 sample tasks, 1 Dashboard||Professional, Business, Enterprise|
|Incoming Requests with Approvals||Managing incoming requests and following them through||1 Project, 4 sample tasks, 2 Dashboards, 2 Reports, 1 Request form||Business, Enterprise|
|Professional Services||Planning and delivering client services||1 Project, 4 Folders, 4 sample tasks, 1 Dashboard||Professional, Business, Enterprise|
|Kanban Project||Setting up Kanban-style projects||1 Project, 6 sample tasks||Business, Enterprise|
|Event Management||Creating a structured framework for planning events||1 Project, 5 Folders, 10 sample tasks, 1 Dashboard||Professional, Business, Enterprise|
|Agile Teamwork||Iteration-based approach to development||1 Project, 4 Folders, 8 sample tasks, 1 Report||Business, Enterprise|
|Ticketing & Helpdesk||Gathering incoming requests through a form and following tickets through to completion||1 Project, 3 Folders, 6 sample tasks, 1 Dashboard, 1 Report, 1 Request form||Business, Enterprise|
|Product Launch||Planning and executing a product launch||1 Project, 3 Folders, 19 sample tasks, 1 Dashboard||Professional, Business, Enterprise|
|Go to Market Plan||Launching a complex marketing initiatives||1 Project, 5 Folders, 31 sample tasks, 1 Dashboard||Professional, Business, Enterprise|
|Campaign Management||Classic, timeline-driven campaign planning||1 Project, 5 sample tasks, 1 Dashboard||Professional, Business, Enterprise|
|Creative Asset & Content Development||Managing and executing creative asset development requests||1 Project, 4 sample tasks, 2 Dashboards, 2 Reports, 1 Request form||Business, Enterprise|
|Knowledge Base||Setting unified rules for using Wrike to keep your account manageable and help users understand how they should use Wrike. It contains a Playbook with sample guidelines for using Wrike and a FAQ section.||11 sample tasks, 5 subtasks||Professional, Business, Enterprise|
- Right click on a Folder/Project from the left-hand Folder tree.
- Select “Add from template”.
- Click the name of the template you would like to add.
- Select “Use template”.
- Add a Project/Folder details (name, location, etc).
- Select “Create”.
Your template is added to the Folder/Project you selected in step 1.