0
3 comentários
Spot On Innovative Approach Stellar Advice
Avatar

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

1
Ações de comentário Permalink
Spot On Innovative Approach Stellar Advice
Avatar

@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! 

0
Ações de comentário Permalink
Spot On Innovative Approach Stellar Advice
Avatar

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

0
Ações de comentário Permalink

Folllowing List for Post: Wrike Templates - How do I get them?
[this list is visible for admins and agents only]

Alto
Didn’t find what you were looking for? Write new post