❗️Note: Please make sure you’ve checked out our announcement about the changes related to the Use Case Templates in Wrike. In short, the Wrike’s Use Case templates are now available in the Space creation dialogue instead of Wrike Assistant.
Hi Community! 😊
Today’s highlight in our Wrike Onboarding Templates series is the Creative Development template.
Using Wrike’s Onboarding Templates
Launching a template from the gallery creates a ready-to-use space in your account that consists of sample folders, projects, and tasks and may include additional work items and tools like Request Forms, Workflows, Custom Fields, Dashboards, and more.
This template helps you streamline your creative development process - from work intake to tracking results. Here’s the summary of what the template has to offer:
- A request form to get campaigns off the ground
- A folder structure with projects and tasks to categorize your work
- A custom workflow tailored to the needs of a creative development team
- Dashboards to monitor campaigns
Step 1: Organize intake
The Creative Development template provides a sample Request Form. It can be accessed by users in your account from the green plus button at the top of the Workspace. Share the form with anyone (even if they're not in your Wrike account) by creating an external link. Once the form is filled out and submitted, a new task will appear in your intake folder.
Take a look at the details and ensure all the necessary information has been provided for your team to start the task. Cross-tag the request and add it to the relevant campaign folder or any other folder as needed.
📍Tip: Request Forms can be customized by Account admins from the Settings.
Step 2: Kickstart your workflow
Remove the project from your intake folder to initiate the next stage of creative development. The sample folder structure contains folders categorized by clients. You can rename these folders or create new ones.
📍Tip: This template also provides you with other grouping examples - you can categorize incoming creative development requests by clients, asset types, campaigns, or channels. You can also add other categories and use them as tags for your work.
You can use the pre-made Custom Workflow to update task statuses and track progress. All sample tasks and projects in this template will have this workflow by default.
📍Tip: Account admins can edit the statuses from the Settings menu > Workflows:
Step 3: Manage assets
It’s important to keep track of your creative assets as they move through the various stages of development - from “Design” to “Review” to “Completed.” View this information at a glance with the pre-created Dashboards that you can find in the Tools section of the Creative Development space.
We hope this deep dive into the template will help you kick start your creative development process in Wrike quickly 🏃♀️
If you’re not managing creative development in Wrike yet, but are interested in learning more about this template, make sure to let us know below 👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover