I am excited to share my personal experience and insights on utilizing recurring projects in Wrike. As a project manager, I have found recurring projects to be incredibly helpful in streamlining my workflow and automatically generating and assigning repetitive tasks in Wrike.
First, let me explain what a recurring project is. In Wrike, a recurring project is a project template that can be duplicated and scheduled to repeat at regular intervals. This feature is particularly useful for projects that have a consistent structure and require the same set of tasks to be completed on a recurring basis.
To create a recurring project in Wrike, follow these steps:
Step 1: Create a Project Template
The first step is to create a project template that will serve as the basis for your recurring projects. Start by creating a new project in Wrike and add all the necessary tasks, subtasks, and dependencies that are required for the project. Make sure to include any personal touches or customizations that are specific to your project.
Once you have set up the project template to your liking, save it as a template by clicking on the ellipsis (…) next to the project name and selecting “Save as Template.” Give your template a descriptive name that will help you easily identify it in the future.
Step 2: Duplicate the Project Template
After creating the project template, you can now duplicate it to create recurring projects. To do this, go to the folder or workspace where you want to create the recurring project and click on the “+” button to add a new project. From the dropdown menu, select “From Template” and choose the project template you created in Step 1.
Give the recurring project a name that reflects its purpose and set the start and due dates according to your desired recurrence schedule. Wrike allows you to choose from several recurrence options such as daily, weekly, monthly, or custom intervals. Select the option that best suits your needs.
Step 3: Customize the Recurring Project
Once the recurring project is created, you can customize it further to add any personal touches or commentary that you want to include. This could involve adding specific instructions or notes for each task, assigning team members to specific tasks, or attaching relevant files and documents.
Remember that recurring projects are meant to save you time and effort, so take advantage of the flexibility and automation provided by Wrike to tailor each instance of the recurring project to your specific requirements.
Conclusion
Creating recurring projects in Wrike is a powerful feature that can significantly streamline your project management process. By following the steps outlined above and adding your personal touches and commentary, you can create a system that automates repetitive tasks and ensures consistency across your projects.
With Wrike’s recurring projects, you can focus on the bigger picture and allocate your time and resources more efficiently. Start implementing this feature today and experience the benefits of increased productivity and improved project management.