How To Duplicate Projects In Wrike

How To Articles

I am excited to share my own experience and perspectives on duplicating projects in Wrike, a well-known project management platform. As someone who has been utilizing Wrike for many years, I have discovered the project duplication function to be a crucial time-saving tool that enables me to effortlessly recreate existing projects and tailor them to suit my unique requirements.

Introduction to Project Duplication in Wrike

Project duplication in Wrike is a powerful feature that enables users to create a copy of an existing project, including all of its tasks, subtasks, folders, and any attached files. This functionality comes in handy when you have similar projects or recurring tasks that require a similar structure and set of tasks. Instead of starting from scratch each time, you can duplicate an existing project and make the necessary adjustments, saving you a considerable amount of time and effort.

Let’s dive into the details of how to duplicate projects in Wrike and explore some tips and tricks along the way.

Step 1: Select the Project to Duplicate

To get started, navigate to your Wrike dashboard and locate the project you want to duplicate. Once you have found the project, open it by clicking on its name.

Step 2: Access the Duplicate Project Option

Within the project overview page, you will find a set of options at the top right corner. Look for the three-dot icon, often referred to as the “More Options” button. Click on it, and a dropdown menu will appear.

In the dropdown menu, you will see the “Duplicate” option. Click on it to initiate the duplication process.

Step 3: Customize the Duplicate Project

After selecting the “Duplicate” option, Wrike will create a copy of the project and open it for customization. Here, you can make any necessary changes to the project’s name, description, and other attributes to personalize it for your needs.

Additionally, you have the option to choose whether you want to duplicate the project’s tasks, subtasks, folders, and attached files. By default, Wrike duplicates all of these elements, but you can deselect any components that are not relevant to your new project.

Step 4: Review and Finalize the Duplicate Project

Once you have made all the desired changes, take a moment to review the duplicate project to ensure that it aligns with your requirements. Check that all tasks, subtasks, and files have been accurately copied and make any final adjustments if needed.

Finally, click on the “Duplicate” button to complete the process. Wrike will create the duplicate project, and you will be redirected to its overview page.

Conclusion

Project duplication in Wrike is a fantastic feature that streamlines the process of creating new projects with similar structures. By following the simple steps outlined in this article, you can duplicate projects in Wrike and save yourself significant time and effort. Whether you are managing recurring tasks, similar projects, or just want a starting point for new endeavors, project duplication is a valuable tool that can enhance your productivity and efficiency in Wrike.