How To Make Project Recurring In Wrike

How To Articles

As an individual who regularly oversees various projects, I recognize the significance of streamlining and effectiveness. A particular tool that has greatly benefitted me within Wrike is the option to set projects as recurring. This enables me to save time and guarantee that repetitive duties are promptly scheduled and delegated, allowing me to dedicate my attention to more strategic elements of my job.

First, let me explain what a recurring project is. Essentially, it’s a project that repeats at specific intervals, such as daily, weekly, monthly, or annually. Instead of creating a new project from scratch every time, you can set it up once and let Wrike handle the rest. This feature is particularly helpful for tasks that have a consistent timeline or deliverables.

Setting up a recurring project

To make a project recurring in Wrike, follow these steps:

  1. Open the project you want to make recurring.
  2. Click on the “More” button at the top-right corner of the project view.
  3. Select “Make Recurring” from the dropdown menu.
  4. Choose the frequency of recurrence (daily, weekly, monthly, or annually).
  5. Specify the start and end date for the recurring project.
  6. Click “Save” to confirm your settings.

Once you save the recurring project, Wrike will automatically create a new instance of the project based on the recurrence pattern you’ve selected. Each instance will have the same task structure, assignees, and due dates as the original project.

Customizing recurring projects

While the default settings for recurring projects are great for most situations, Wrike also allows you to customize certain aspects to fit your specific needs.

Firstly, you can set the duration of each project instance. For example, if you have a monthly recurring project but want each instance to span only two weeks, you can adjust the duration accordingly.

Additionally, you can edit the tasks within each recurring project instance. This is particularly useful if certain tasks need to be updated or removed for a specific instance.

Wrike also provides the flexibility to assign different team members to each project instance. This can be handy if you have a rotating schedule or if certain individuals are responsible for specific instances.

Benefits of recurring projects

Implementing recurring projects in Wrike has been a game-changer for me. Here are a few benefits I’ve experienced:

  • Time savings: With recurring projects, I no longer have to spend time manually creating new projects for repetitive tasks. Wrike does it for me, freeing up my time for more important work.
  • Consistency: Recurring projects ensure that tasks and deadlines are consistent across instances. This helps maintain a sense of order and prevents things from falling through the cracks.
  • Efficiency: By automating the creation of recurring projects, I can focus on refining and improving the processes involved. This allows for greater efficiency and ultimately leads to better results.

Conclusion

Being able to make projects recurring in Wrike has been a game-changer for me. It saves time, ensures consistency, and improves overall efficiency. Whether you’re managing a team or working individually, I highly recommend giving this feature a try. It has made my life so much easier and I’m confident it will do the same for you!