How To Set Up A Project Template In Wrike

How To Articles

Establishing a project template in Wrike can greatly enhance the efficiency of your tasks and save valuable time. Having utilized Wrike for project administration for a number of years, I can confirm the advantages of generating and utilizing project templates. In this article, I will walk you through the steps of configuring a project template in Wrike, while also offering my own perspective and commentary.

Why Use Project Templates?

Before diving into the details, let’s first understand the importance of project templates. A project template is essentially a predefined set of tasks, subtasks, and dependencies that can be used as a blueprint for future projects. By creating and using project templates, you can ensure consistency across projects, minimize errors, and increase overall efficiency.

Creating a New Project Template

Now that we understand the advantages of project templates, let’s walk through the steps to create one in Wrike.

  1. First, log in to your Wrike account and navigate to the Projects tab.
  2. Click on the “Create” button to start a new project.
  3. Give your project a name that clearly indicates it’s a template (e.g., “Website Development Template”).
  4. Next, add the necessary tasks and subtasks that are common to most projects of this type. For example, if you’re creating a website development template, you might include tasks like “Gather Requirements,” “Design Website,” “Develop Front-end,” and so on.
  5. Once you’ve added the tasks, you can further refine the template by setting due dates, assigning team members, and adding dependencies. This will help ensure that the tasks are completed in the correct sequence and that the right people are notified when their input is required.
  6. Consider adding custom fields to capture specific information related to your project. For instance, you could include a custom field to track the estimated hours for each task, or a field to indicate the project’s priority.
  7. Save the project as a template by clicking on the ellipsis (…) icon in the top-right corner of the project and selecting “Save as Template.”

Applying a Project Template

Using a project template is incredibly straightforward in Wrike. Once you have created and saved a template, follow these steps:

  1. Go to the Projects tab and click on the “Create” button, just like you did earlier.
  2. Instead of starting from scratch, select the “Use Template” option.
  3. Choose the desired template from the list of saved templates.
  4. Give your new project a unique name and click “Create.”

Voila! You have successfully applied a project template in Wrike.

Conclusion

Setting up project templates in Wrike can greatly enhance your project management experience. By creating customized templates, you can save time, improve consistency, and stay organized throughout your projects. Whether you’re a seasoned Wrike user or just getting started, give project templates a try and see the difference they can make in your workflow.