What can we help you with?

e.g. Gantt chart, Creating tasks, Sharing folders

Blog

"Master" Templates for Projects

14 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Anastasia

    Derik, that's definitely an exciting idea, thanks for sharing! I can see how this would make sense when multiple similar Projects have already been launched. I'd love to learn a bit more about how many Projects you typically have going at the same time, and how many of those would fall under a template like that. Looking forward to hearing from you!

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Derik Krauss

    Hi Anastasia! We currently have seven credit union website projects that would use a Master Template and it's soon to be eight.

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Anastasia

    Derik, thanks for the clarification! I think your idea here would definitely make sense for those who continue polishing processes. Our Product Team always monitors feedback here, and I'll make sure to point this post out. Thank you again for sharing!

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Derik Krauss

    Sure thing. I'm happy to talk with your product team if they want more clarification.

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stephanie Koebel

    This is something we would find a substantial value in as well.  We currently manage 70+ active projects at a time and have found it very cumbersome to make changes once a project has already been created.  We also think it would be beneficial to have required fields pre-established for each new project vs. them being based on the folder they're stored in.  Having standardization in Wrike is not made simple for the users. 

     

    Is this helpful? 2
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stephanie Westbrook

    Hi Stephanie - love your name ;) - and thanks for adding input here. In terms of required fields, do you think Request forms might help with gathering some information? You can set up a form for so that a new Project (or Project template) is launched when someone submits the form. You would then be able to have required questions on the form. The only thing is that answers from required questions won't automatically map to Custom Fields (but I'm not sure if you're using those). Let me know if you think that might work though!

    Stephanie Westbrook Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Sholto Macpherson

    Also want to say this would be a huge improvement, not just for projects but master tasks too. Eg. say you're creating Standard Operating Procedures with a series of tasks, and then bundling several of those into a Project. That Project is then replicated for 50 clients. If you improve one of those SOPs then you have to manually update each task series in every Project.  

    Every business is built on processes that are basically a series of tasks. Every business should continually be improving its processes, through automation, outsourcing, hiring, etc. So it's a pretty natural building block for every Wrike user.

    Maybe not project management exactly but it's how I use it. And it feels like a pretty common scenario.

    Sholto Macpherson DigitalFirst.com

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Anastasia

    Hey, Sholto! That's actually a great example, I can only imagine how tedious it is to update 50 tasks manually. Thanks for sharing your experience with our team here!

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Mike Swilling

    Hi - where did we get to on master templates? Would be really helpful.

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Alison Barnes

    I would definitely use a Master Template.
    I would be so handy if you have a checklist applied to each project then you can add to it and edit just the one without doing it for the other 65 too.

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Anna Schild

    I agree that a Master Template would be extremely useful.  We have 30+ projects running concurrently, each at a different stage and when we need to update the template we have to find the corresponding task for each project and update it as well.  

    For example, we use the checkboxes in task descriptions very heavily.  When we need to change, add or remove a checkbox in the template, it would save us a lot of time to be able to push that change to all of the corresponding active tasks. 

    Similarly, we sometimes need to add a new task to the template that should be scheduled based on a milestone in the template.  It would save us a lot of time to be able to push that new task to the other templates and have it be scheduled automatically based on the corresponding milestone in that project.

    Is this helpful? 2
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Kevin Joy

    This would be extremely useful to us as well. Has this been implemented in any way since May?

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Lisa

    @Anna Hey, thanks for you use case here, it'll be extremely valuable for our Product team in the future ๐Ÿ™‚
    @All For now this feature request is not on the roadmap right now, but it's something that is of interest to our Product Team, so please keep voting and adding your comments. I'll make sure to refer other users to this thread to upvote it. 
     

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Nick Tubbert

    This would be extremely helpful. We have over 1000 products that go through the same process. We are constantly changing out process and updating it to reflect the needs of our products. 

    Is this helpful? 0
    Comment actions Permalink

Post is closed for comments.

Folllowing List for Post: "Master" Templates for Projects
[this list is visible for admins and agents only]

Community

Welcome ๐Ÿ––

Hi there! ๐Ÿ™‚ Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome ๐Ÿ–– Have you checked out this week's Release Notes yet?

Hey! ๐Ÿ‘‹ Curious about something? Visit How To to search and ask the Community for answers.

Welcome! ๐Ÿ‘‹ Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.