[From Wrike] The Guide to Wrike Templates ๐ ๐
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What is a Wrike template?
To put it simply, a template is a sample of a standard layout of work. Wrike templates serve as guides for your work management and can be template projects, folders, or tasks. Using templates can help your team get started with Wrike easily and save time managing repeatable work. There are several options to work with them in Wrike, letโs dive into each of these options ๐
Onboarding Templates
These pre-made Wrike templates are designed to help the teams organize and manage their work. You can use them to save time when creating folders and projects. Although these are designed to help teams who are just starting to use Wrike, they are also beneficial for seasoned Wrike users, as they provide a variety of assets relevant to carrying out specific types of work.
The list of onboarding templates includes Professional Services Template, Kanban Project, Event Management, and many more. You can check out the available templates here. They come with projects, sample tasks, dashboards, reports, and request forms to help you quickly start using Wrike to achieve your business goals.
Two recent additions are the Business Continuity and Remote Work templates. These offer a roadmap for maintaining operations during times of change and provide guidance on making the move to remote collaboration.
Account owners and admins on Business and Enterprise accounts and account owners on Professional accounts can access the onboarding templates gallery through Wrike Assistant:
- Click the round button with a question mark
- Select "Wrike Templates"
- Click the template that you want to add in the gallery window
- Click the "Use template" button
- Enter details for the project that will be created from the template: project name, owner, dates, and location
- Click "Create"
Duplicating work
If you are repeatedly setting up similar tasks, folders, or projects, you should think about creating templates instead. You can then use these templates to quickly get started on your next project. Project templates are a great way to easily replicate work in Wrike, and can be set up in just a few minutes.
You can create templates in your account which can be used for marketing campaigns, implementations, purchase orders, and any other repeating projects with multiple steps.
Hereโs how to create a folder or project template:
- Create a new folder and call it โTemplatesโ
- Within your โTemplatesโ folder, create another new folder or project. This will be your template, so we recommend giving it a descriptive name. For example: Email Campaign Template
- Add any relevant tasks and subtasks which you know will be necessary to complete the project. Once youโre done with this step, you should have tasks for each necessary step in your project
- Add data to your tasks and subtasks. Fill in data for as many task attributes as you can (such as duration, assignees, descriptions, and attachments). Use task descriptions to tell anyone reading the task for the first time what to do.
After youโve created all the necessary template projects, you can start using them:
- Right-click on the template you want to use
- Select โDuplicateโ from the dropdown menu which appears
- Use the duplicate pop-up to customize what you would like to duplicate from the template. Rename the new project - thatโs it!
Blueprints
Using Blueprints in Wrike is an advanced way to organize tasks or projects which reoccur. Blueprints have a dedicated section in your Workspace and here, you can manage your project and task templates and plan your work while keeping it separated from ongoing work.
A functionality that sets Blueprints apart from duplicated templates is that when you add an assignee to a task blueprint or an owner to a project blueprint, it isnโt automatically shared. An assignee or owner won't receive any notifications. However, an item is automatically shared with a user when you @mention them or add them as a follower. This helps keep these blueprints separated from the current work your team members have.
Please note that Blueprints can be enabled in Wrike Labs - an account admin should enable the feature from there account-wide. Once this is done, you can create your first project, folder, or task blueprint from scratch. Later youโll be able to use it as a template for your future projects or tasks. Alternatively, you can save an existing folder, project, or task as a blueprint.
You can create a project, folder, or task blueprint from scratch from the Blueprints area in your Workspace or save an existing project, folder, or task as a blueprint.
Are you using Wrikeโs templates or Blueprints? Tell us how you're using these and share any tips below! ๐
Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover
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