Templates and Solutions Center
Wrike's Templates and Solutions Center offers ready-made frameworks and templates designed to help you quickly initiate work for common use cases. You can find, preview, and use solutions and use-case templates created by Wrike, the Wrike Community, or your company. You can even create your own custom templates! Access the Templates & Solutions Center from your profile menu to try it out.
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
All users except Collaborators, Contributors and Viewers have the right to create spaces and can use solutions and use-case templates. In Enterprise accounts by default, only admins can create spaces. If needed, admins can give regular users permission to create spaces.
Templates and Solutions Center in Wrike help you get started quickly with ready-made frameworks for common workflows and use cases. Solutions and use-case templates that are available there are pre-built structures for specific workflows or use cases.
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Solutions in Wrike are comprehensive pre-built spaces designed to address broad business needs, combining automations, blueprints, and configurations to streamline and optimize large-scale company or departmental workflows. There are three categories of solutions available: those created by Wrike, by Community (other Wrike users) and by your company.
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Use-Case templates in Wrike are pre-built structures tailored for specific, smaller workflows or projects, providing essential assets and tools to quickly support targeted business processes.
Access Templates and Solutions Center from your profile menu to build out your workspace with projects, tasks, dashboards, and more.
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.
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Time Saving: Instantly launch new spaces with relevant structures, saving hours of configuration.
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Scalability: Adapt templates as your team grows or your processes change.
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Consistency: Standardize workflows across teams for better reporting and collaboration.
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Best Practices: Benefit from Wrike’s experience in creating templates aligned with industry standards.
Whether you’re managing financial workflows, onboarding new employees, developing software, or running complex projects, Wrike’s solutions and use-case templates provide a reliable foundation for organization and productivity.
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Click on your profile picture in the sidebar 1.
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Select Templates & Solutions 2 from the drop-down menu.
OR
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Click the caret icon 1 on the current space tab in the sidebar and select + Space 2 from the dropdown.
OR
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Click the + icon in the upper right-hand corner of your workspace 1 and select Space from the dropdown 2.
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Click Create a space from a template 3.
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In the left-hand panel you can see the available templates under Templates and Solutions Center 1.
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You can select the solutions and use-case templates based on your requirements and preview the details.
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Created by Wrike 2: Solutions created by Wrike help you streamline client services, marketing, creative production, portfolio management, meetings, retrospectives, site issue tracking, construction projects, OKRs, and procure-to-pay processes. Automate workflows and gain real-time visibility to keep your team aligned and every project on track. You can explore solutions like Client Service Delivery workflow, Campaign Management, Creative Services workflow, Manufacturing Product Lifecycle, and more.
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Browse the solutions created by Wrike.
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Select a solution from the list.
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Click Preview to see its details 3.
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Click Use template to add it to your workspace 4.
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Created by Community 5: Solutions created by Community help you organize digital assets, centralize company knowledge, automate license tracking, structure creative marketing projects, drive business improvement, and manage architecture and engineering workflows. These solutions are created and shared by Wrike users to address users’ needs. Streamline intake, collaboration, and progress tracking so your team stays aligned and delivers results efficiently.
Here, you can explore solutions for Digital Asset Management, Company Knowledge Base, Software License Scheduler, Creative Marketing workflow, and more.
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Browse the solutions available in Created by Community.
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Select a solution from the list.
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Click Preview to see its details 6.
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Click Use template to add it to your workspace 7.
For more information on how to share your solution with other Wrike users, click on How to publish 8 in the upper right-hand corner.
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Created by My company 9: Solutions created by My company let you tailor workflows, fields, and dashboards to fit your team’s unique processes and needs.
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Browse the solutions available in Created by My company.
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Select a solution from the list
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Click Preview to see its details 10
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Click Use template to add it to your workspace 11
Tip
Click on the + Custom Template 12 button on the upper right-hand corner to create new custom templates.
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Use-Case templates are pre-built structures that, unlike solutions, are tailored for specific, smaller workflows or projects, providing essential assets and tools to quickly support targeted business processes.
Here are the steps to get started:
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Browse the templates available under Use Case.
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Select a template from the list
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Click Preview to see its details 2.
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Click Use template to add it to your workspace 3.
Available use-case templates include Kanban project management, Monthly Budget Tracker, Invoice tracker, Wrike Training, Kanban project management, Web Development, Creative production, Business goals, Daily task tracker, Client Service Delivery, and more.
Solutions and use-case templates come with pre-defined work items and tools like folders, task lists, custom fields, dashboards, and automation rules dashboards, automation, custom fields that match best practices for your workflow. You can customize templates by renaming folders, adjusting workflows, or adding integrations to fit your team’s needs.
Tip
Customizing a template lets you match Wrike to your organization’s unique processes.
In addition to picking from Wrike’s pre-made templates, you can build your own workspace by selecting Create blank. This option lets you define the architecture and workflows from the ground up, ensuring complete flexibility. Simply follow Wrike’s step-by-step guide for creating a space from blank, to suit even the most specialized project requirements.