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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Lisa

    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 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    1Marjorie Downey

    @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 💪
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    Lisa

    Happy to help, @Marj 🙂

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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