All articles

Onboarding Templates

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

Overview

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.

Important Information

  • Any item added to the workspace from a template can be edited and shared.
  • You can always access onboarding templates from Wrike Assistant.
  • If you're an account owner you'll see a pre-installed template in your account when you start using Wrike. This template is selected according to the data you entered during registration.
  • Wrike for Marketers accounts may not have onboarding templates available.

Available Guides & When to Use Them

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 
External Service Desk and Ticketing 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

Use a Template

You can access the onboarding templates gallery through Wrike Assistant.

  1. Click the round button with a question mark located next to your profile image in the upper-right corner of the workspace.
  2. Select "Wrike Templates" to open the template gallery.
  3. Click the template that you want to add in the gallery window.
  4. Click the "Use template" button.
  5. Enter details for the project that will be created from the template: project name, owner, dates, and location.
  6. Click "Create."

The project and its tasks are created in the location that you specified on Step 5. You can access other items created from templates in the corresponding areas of the workspace: Dashboards, Request Forms, Workflows, and Reports.

0 comments

Article is closed for comments.

Top