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Our Community Team reads every suggestion (yes, every one) then compiles and shares the feedback with our Product Team. Happy posting!
Hi all, we jumped in and created a few projects and after some tweaking have finally found a setup that we like for a couple of different processes. Is there a way to turn these projects into project templates? I've been searching and can't seem to find how to do that. I really want to avoid having to rebuild this huge project as a template just so we can reuse it.
Folllowing List for Post: Turn a Project into a Template
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Hi Alex. When I have needed to take an already created project and make it into a template I have taken the following steps:
We have a folder named "Templates" where we have all of them housed. There may be other solutions that I am not familiar with, but this has worked for our team so far.
Good Luck!
Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover
Thanks for the welcome. I did look there first, and didn't find what I was looking for. I know that I can reuse projects, but I wanted to specifically save these as templates, rather than simply as projects we move to the Templates folder.
Hi Alex,
In essence, a Wrike Template IS a project, or task, waiting to be duplicated. I keep my templates in a Template folder, so as not to include them in reports. I hope this helps explain a bit.
M