Alex Bacon

December 05, 2018 00:36

Turn a Project into a Template

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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. 

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  Sara-Becca Smith

  December 05, 2018 15:59

  Hi Alex. When I have needed to take an already created project and make it into a template I have taken the following steps:

  • Right click on the project in the sidebar menu
  • Select "duplicate" 
  • Rename the project "--- template"
  • Choose a new location if needed
  • And then select what needs to be copied from the checklist (Copy tasks | With description | With attachments | With assignees | With custom fields values | Reschedule)

  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!

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  Lisa Bogdanova

  December 06, 2018 14:18

  Hey Alex, welcome to Wrike Community 🙂

  I'd also suggest checking out our Help Center page on Templates 👍

   

  Lisa Bogdanova Community Team at Wrike Read, discuss and share your thoughts with others on the new Onboarding Teams forum #LearnTogether 💬

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  Alex Bacon

  December 06, 2018 16:21

  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. 

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  1Marjorie Downey

  December 11, 2018 23:50 (Edited December 11, 2018 23:50)

  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

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