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15 commentaires
Spot On Innovative Approach Stellar Advice

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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Spot On Innovative Approach Stellar Advice

@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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Spot On Innovative Approach Stellar Advice

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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Spot On Innovative Approach Stellar Advice

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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Spot On Innovative Approach Stellar Advice

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 En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Lisa K. Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Spot On Innovative Approach Stellar Advice

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

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Spot On Innovative Approach Stellar Advice

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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Spot On Innovative Approach Stellar Advice

Are there project templates that our users can still use that don't create a whole new space? Like at the top of this thread from 2019?

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Spot On Innovative Approach Stellar Advice

Hi Meghan, not at the moment, but we've let our team know about this feedback about use case templates creating a separate 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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Spot On Innovative Approach Stellar Advice

I have a Professional subscription, but I don't seem to have the 'add template' option in either spot you mentioned. I do have access to the free templates when I create a space...any idea what might be the issue?

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Spot On Innovative Approach Stellar Advice

Hi Jessica LeClair, welcome to Wrike's Community 👋

Currently, templates are available in the Space creation dialogue, and the number and the type of templates you see there are corresponding to the subscription type. The info at the beginning of this thread about adding items from templates is outdated, so thanks a lot for bringing this up! 

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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Spot On Innovative Approach Stellar Advice

Hmm. That's the second feature I've encountered that has kind of seemed like a bait and switch. The pitch is 'you get templates!' But then I buy a subscription and find out, 'well, you only get some templates. Getting all the templates will cost twice as much (I think...it's still not clear to me even after reviewing the plans and pricing as to which tier I would need to get access to the rest of the templates). 

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Spot On Innovative Approach Stellar Advice

Jessica LeClair Apologies for this confusion! It has to do with the pre-built tools included in the templates. For example, Wrike Reports are available on subscriptions starting with Business and higher. Therefore, a template that has pre-built reports in it can't be available to users on the Professional subscription. Hope this makes sense! 

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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Spot On Innovative Approach Stellar Advice

I dont understand why we have to create a new space for a template. Seems like a bit of a waste to create a space just because you want a specific template, and then to delete the space once you have tagged into the space you actually use.

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Spot On Innovative Approach Stellar Advice

Hi Nicole Baker, welcome to the Community and thank you for sharing your feedback, I'm passing it on the Product team. 

Cansu Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Cansu Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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