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How-to Use the Go-To-Market Template

Table 5. Availability - Legacy plans


What does this template do?

Wrike's Go-To Market template will help you to maximize the impact of your product launches by connecting team processes and creating cohesive positioning and messaging across marketing, product, and sales. It will enable you to:

  • Centralize all necessary information, streamline and automate repetitive tasks

  • Provide real-time visibility into overall project progress, timelines, and dependencies

  • Streamline unified asset creation, optimize the review and approval process

  • Ensure brand consistency across the board for both internal and external stakeholders

  • Report the statuses of each project and overall go-to-market strategy execution to leadership

Template contents

When you open the Go To Market template in your workspace, you'll see these three folders:

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  • Step 1: Quickstart Guide

  • Step 2 Launch a Campaign

  • Step 3: See a Pro example

Step 1: Quickstart Guide

Here, you'll find everything you need to get started with this template quickly, in an easy to navigate Board view. See the Stuff to try (for newbies) section? Try these out! And drag each tasks to the Tried it! section when completed. There's also a Need help? section if you need further assistance. It includes a link to this very guide to make sure you can get started with the template easily.

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Step 2: Launch a new campaign

This is where the tasks you interacted with in Quick Start Guide will bear fruit. If for example, a request form was used, the result will be added to this location. Think of this folder as the foundation of the template. All tools included in the template, such as calendars and dashboards will be populated from the data in this folder.

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Go-To-Market Campaigns folder

Each time you create a new project through the Go-To-Market Project Request Form which you will be able to find under the green plus button at the right top of the page, it will arrive in the Go-To-Market Campaigns folder, which contains a ready-to-use structure that can be leveraged while working on a Go-To-Market project.

Completed Campaigns folder

In this folder, you will find completed campaigns archived for future reference.

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Step 3: See a Pro example

Want to see how the pros use Wrike? This folder shows you a real-world example from a certified Wrike expert who has personalized this template to fit their organizational needs. Think of this folder as inspiration for what you could do (with just a little elbow grease) to streamline work across your business.

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Go To Market Template tools

The Go To Market template includes a number of customizable tools to help your team work effectively.

Gantt Chart:

To find a visual breakdown of campaign dependencies and milestones, try using a Gantt chart.

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Calendar view

The Calendar view is ideal for easily checking on and adjusting dates.

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Go-To Market projects dashboard

In this dashboard, you will find three key sections:

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  • Project Status: this will show all the statuses for the projects in the Go-To Market Campaigns.

  • Campaign Milestones: this widget shows you the milestones for each of the campaigns in-progress.

  • Due Tasks: this will show you all of the tasks that are late, or behind schedule.

My Productivity dashboard

This brings all of your to-dos, from pending approvals to blocked tasks into this easy-to-use personalized productivity board. So, at a glance, you can see your most important tasks easily.

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Go-To Market calendar

This calendar will display all projects color-coded with their current statuses.

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Custom item types

Custom item types allow you to create fully customizable task- and project-based item types that can be tailored to the needs of your whole organization or specific departments and teams. In this template, you will find four custom item types that you can use when adding segments to your projects, depending on your project needs. As these custom item types are also task types, you can add them to your Active Projects or Completed Campaigns.

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Custom fields

This template also includes three custom fields which are all relevant and useful for the projects inside this template.

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