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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Oskar Madenteg

    HI Mike,

    Assign and set up all tasks in your project template with correct dates and dependencies. Then select all tasks and set status to "deferred". That way they dont show up on anyones agenda. 

    Then when its time to start, copy the template and tick the box to allign taskt as per start or finish date whatever you prefer.

    Good Luck:)

    //Oskar

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Angie Leider

    You can also create a new project from the template. As noted above, first create your template, add dependencies and dates, and set everything to deferred status. Create your request form using "Create new project from template". You can use the start or end date in the request form to update the task dates. For example, we have a template for "New Hire Onboarding". When someone submits this request, it asks for today's date. That's used to kick off the start date for the project. Once the form is submitted, all tasks from the template are copied into a specified folder and are in active (as opposed to deferred) status so they show up in people's work stream. 

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    Jennifer Olvera

    Setting it to deferred is the only option right now. There is a request for a template mode for projects, be sure to go give it a vote so that the product team knows it is a requested item. 

    As a workaround, since we use a lot of different custom workflows, I created a workflow stage in the deferred group of "Template" this way I can have a clear distinction between tasks that are truly "On Hold" and those that are "Template."

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    Jennifer Olvera

    Forgot to include the link for the feedback request to vote: https://help.wrike.com/hc/en-us/community/posts/115000308229-Allow-Planning-Template-Mode-to-Separate-Active-On-Hold-Projects-from-Projects-Being-Planned-Templates 

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