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Solution Templates in Wrike

Table 67. Availability - Legacy plans


Overview

All users with the right to create spaces on all account types can use solution templates.

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.

Note

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.

Use a template

You can access the solution templates gallery through the space creation wizard.

When you choose to create a space using a template a space is created with all the listed items in it. You can access other items created from templates in the corresponding areas of the workspace: Dashboards, Request Forms, Workflows, and Reports.

Note

Any item added to the workspace from a template can be edited and shared.

Available templates and when to use them

Tip

You can find more information about templates here.

Template name

Great for

What it comes with

Available with

Remote Work

Keep team projects on track, manage your personal work, and lead more productive meetings while working remotely. This template provides you with tools to help you optimize your virtual office in Wrike.

1 Table view, 1 Gantt chart, 2 meeting templates, 1 dashboard, 3 sample folders

Professional, Business, Enterprise

Project With Dependencies

Classic, timeline-driven projects

1 project, 5 sample tasks, 1 dashboard

Professional, Business, Enterprise

Project With Phases

Taking a stepped approach to work

1 project, 5 folders, 10 sample tasks, 1 dashboard

Professional, Business, Enterprise

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

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

IT Service Management

Manage incoming, templatized IT requests and kick off major projects. Prioritize and distribute work. Track progress and report on performance metrics.

2 request forms, project templates, 1 dashboard, 5 reports, and a supporting folder structure

Enterprise

Service Desk

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 Launches

Planning and executing a product launch

1 project, 3 folders, 19 sample tasks, 1 dashboard

Professional, Business, Enterprise

Go-To-Market

Launching 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

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

Business Continuity Plan

Wrike's COVID-19 Business Continuity template offers a roadmap for maintaining operations and mitigating risks during crises. It allows you to see at-risk projects, helps you track employee availability, and makes communication simple.

1 mitigation plan, 2 communication plans, 2 dashboards, 4 reports, 2 request forms, 18 custom fields, 2 Table views

Business, Enterprise

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