How To Assign Template In Wrike

How To Articles

Hello there! I would like to discuss my own experience and perspectives on how to designate a template in Wrike with you. As a frequent user of Wrike, I have discovered that assigning templates can greatly help in organizing tasks and saving time. Therefore, let’s delve into the step-by-step process of how to do it!

What is Wrike?

Before we get into the nitty-gritty of assigning templates, let me give you a quick introduction to Wrike. Wrike is a powerful project management tool that helps teams collaborate, organize tasks, and track progress. It offers a wide range of features that make project management a breeze, including the ability to create and assign templates.

Why Use Templates in Wrike?

Templates in Wrike are incredibly useful when you have repetitive tasks or projects that follow a similar structure. Instead of starting from scratch every time, you can simply assign a template and save precious time. Templates also ensure consistency across projects and help maintain standards.

Assigning a Template in Wrike

Now, let’s get down to business and learn how to assign a template in Wrike. Follow these steps:

  1. First, log in to your Wrike account and navigate to the project where you want to assign the template.
  2. In the top-right corner of the project view, click on the three-dot menu icon.
  3. From the dropdown menu, select “Add from template”.
  4. A dialog box will appear, showing you a list of available templates. Choose the template that fits your project needs.
  5. Click on the “Assign” button to assign the selected template to your project.

And that’s it! You have successfully assigned a template to your project in Wrike. Now, you can start working on your project with the predefined structure and tasks provided by the template.

Personal Touches and Commentary

I have been using templates in Wrike for quite some time now, and I must say they have made my life much easier. As a content creator, I often have projects that follow similar outlines, such as writing blog articles or creating social media campaigns. By assigning a template, I can quickly set up the project with all the necessary tasks, deadlines, and assigned team members.

One of the things I love about Wrike is the flexibility it offers in customizing templates. You can easily modify existing templates or create your own from scratch. This allows me to tailor the templates to my specific needs and preferences, ensuring that every project starts off on the right foot.

Conclusion

Assigning templates in Wrike is a game-changer when it comes to project management. By leveraging templates, you can save time, ensure consistency, and streamline your workflows. Whether you’re a freelancer, a small business owner, or part of a large team, Wrike’s template feature will undoubtedly help you work more efficiently and effectively. Give it a try and experience the difference yourself!