What can we help you with?

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

3 comments

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

    Hey Marj ๐Ÿ™‚

    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 โ€œAdd from templateโ€.
    3. Click the name of the template you would like to add.
    4. Select โ€œUse templateโ€.
    5. Add a Project/Folder details (name, location, etc).
    6. Select โ€œCreateโ€.

    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):ย 

    Hope this helps ๐Ÿ‘

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

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

    @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!ย 

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

    Happy to help, @Marj ๐Ÿ™‚

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

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