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Hey Marj 🙂

Account owners and admins on Business and Enterprise accounts and account owners on Professional accounts can access the Onboarding Templates gallery. There are two ways you can access them:

A.

  1. Right-click on a Folder/Project from the left-hand Folder tree.
  2. Select “Add from template”.
  3. Click the name of the template you would like to add.
  4. Select “Use template”.
  5. Add a Project/Folder details (name, location, etc).
  6. Select “Create”.

B.

Access them through Wrike Assistant (again, the Templates are available here for Account owners and admins on Business and Enterprise accounts and account owners on Professional accounts): 

Hope this helps 👐

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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@Lisa. I've been a Wrike user for over 2 years, and never noticed that option! There it is, right in front of me!

Thank you! 

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Happy to help, @Marj 🙂

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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I'm a new free user and I do not see the templates!  All I see are space templates on the main page.  I went on the website and saw you offer an event planning template, entered my email address .... NOTHING!  How do I get the event planning template?

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Hi IFMA Greater Toronto & South Central Ontario, thank you for reaching out. Templates are available from the Space creation window, however, the Event Planning (Event Management) template is supported from Professional accounts only because it includes a preconfigured Dashboard:

There are several templates that you can test on the Free version though, please check the list below:

I hope it helps. If you would like to have a trial period of our paid subscriptions, please do not hesitate to let us know 🙌

Lisa K. Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa K. Wrike Team member Become a Wrike expert with Wrike Discover

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How can I use a template if I already have a Space setup?

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Welcome to the Community Will Rainbow 👋

It should be possible to create a new space from a template and then tag certain or all elements to an existing space 🙂

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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