How To Build Templates In Wrike

How To Articles

Creating templates in Wrike is an excellent method to optimize your project management procedure and save valuable time in the future. Having used Wrike for a considerable period, I have discovered that utilizing templates not only assists with organization but also allows for personalization and tailoring of my workflows to suit my unique requirements. In this article, I will provide a step-by-step guide on how to construct templates in Wrike, sharing my own helpful suggestions and techniques throughout.

Step 1: Define Your Project Structure

Before diving into creating templates, it’s essential to have a clear understanding of your project structure. Take some time to brainstorm and outline the different tasks, subtasks, and milestones that your project will involve. This will help you establish a solid foundation for building your templates.

Step 2: Create a New Project

To start building your template, create a new project in Wrike. Give it a descriptive name that accurately represents the type of project you’re working on. For example, if you’re creating a template for website design projects, you can name it “Website Design Template”.

Step 3: Customize Task and Subtask Templates

Now that you have your project set up, it’s time to customize task and subtask templates. Wrike offers a wide range of customizable options to fit your project needs. Add task names, descriptions, assignees, due dates, and any other relevant details. You can also use labels and tags to further categorize and organize your tasks.

One of my favorite personal touches in Wrike is the ability to add custom fields. These can be used to track additional information that is specific to your projects. For example, if you’re managing a content creation project, you can add a custom field to track the status of each piece of content (e.g., “Draft”, “In Review”, “Published”). This level of customization allows you to tailor your templates to match your unique workflow.

Step 4: Include Time Estimates and Dependencies

To make your templates even more realistic and accurate, consider including time estimates for each task and subtask. This will help you gauge how long each activity will take and plan your projects accordingly. Additionally, you can identify task dependencies to ensure that your project flows smoothly without any bottlenecks.

Step 5: Save Your Template

Once you have customized your task and subtask templates, it’s time to save your template for future use. In Wrike, you can easily do this by selecting the “Save as Template” option. Give your template a descriptive name and save it to your template library for easy access later.

Conclusion

Building templates in Wrike is a game-changer for efficient project management. By taking the time to define your project structure and customize your task and subtask templates, you can streamline your workflows and ensure consistency across projects. Adding personal touches and leveraging the customization options available in Wrike will make your templates truly tailored to your needs. Give it a try, and watch your productivity soar!