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Turn a Project into a Template

4 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Sara-Becca Smith

    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"ย 
    • Rename the project "---ย 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!

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa Bogdanova

    Hey Alex, welcome to Wrike Communityย ๐Ÿ™‚
    I'd also suggest checking out ourย Help Center page on Templatesย ๐Ÿ‘
    ย 

    Lisa Bogdanova Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Alex Bacon

    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.ย 

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    1Marjorie Downey

    (Edited )

    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.ย 

    M

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