Turn a Project into a Template
Hi all, we jumped in and created a few projects and after some tweaking have finally found a setup that we like for a couple of different processes. Is there a way to turn these projects into project templates? I've been searching and can't seem to find how to do that. I really want to avoid having to rebuild this huge project as a template just so we can reuse it.
Hi Alex. When I have needed to take an already created project and make it into a template I have taken the following steps:
We have a folder named "Templates" where we have all of them housed. There may be other solutions that I am not familiar with, but this has worked for our team so far.
Good Luck!
Lisa Community Team at Wrike Wrike Product Manager Wrike DiscoverでWrikeの専門家になりましょう
Lisa Wrike Team member Wrike DiscoverでWrikeの専門家になりましょう
Thanks for the welcome. I did look there first, and didn't find what I was looking for. I know that I can reuse projects, but I wanted to specifically save these as templates, rather than simply as projects we move to the Templates folder.
Hi Alex,
In essence, a Wrike Template IS a project, or task, waiting to be duplicated. I keep my templates in a Template folder, so as not to include them in reports. I hope this helps explain a bit.
M