How To Use Wrike Templates

How To Articles

Being a freelance writer, I recognize the significance of being organized and productive in managing my projects and tasks. That’s why I constantly seek out resources and methods to enhance my workflow. Recently, I came across Wrike, an online project management software that I have grown fond of.

One of the features that I find particularly useful in Wrike is its templates. Templates are pre-built project structures that can be easily customized to fit your specific needs. They are a great way to save time and ensure consistency across projects. In this article, I will provide a detailed guide on how to effectively use Wrike templates to enhance your project management.

1. Creating a Template

To get started with Wrike templates, you’ll need to create your own customized template. Here’s how:

  1. Click on the “+” button in the upper left corner of your Wrike dashboard and select “Folder”.
  2. Name your folder and click “Create”.
  3. Within your newly created folder, start adding tasks and subtasks that represent the structure of your template.
  4. Include all relevant details and assign responsible team members to each task.
  5. Once you’re satisfied with your template, click on the three dots next to your folder name and select “Save as Template”.

By following these steps, you can create a template that serves as a blueprint for future projects.

2. Applying a Template

Now that you have your template ready, it’s time to apply it to a new project. Here’s how:

  1. Click on the “+” button in the upper left corner of your Wrike dashboard and select “Project”.
  2. Name your project and select the folder where you want to create it.
  3. Under the “Template” section, click on the drop-down menu and select your desired template.
  4. Click “Create” to create your project based on the template.

Voila! Your new project will be created with all the tasks and subtasks from your template.

3. Customizing the Template

While templates provide a great starting point, you may want to make some modifications to fit the unique requirements of each project. Here are some ways to customize your template:

  • Modify task details: You can update task names, descriptions, due dates, and assignees to align with the specifics of your project.
  • Add new tasks: Depending on the complexity of your project, you may need to add additional tasks or subtasks to your template.
  • Reorder tasks: If the default order of tasks doesn’t make sense for your project, you can easily rearrange them by dragging and dropping.

By customizing your template, you can ensure that it perfectly suits your project’s needs.

Conclusion

Wrike templates are powerful tools that can help you save time and stay organized in your project management endeavors. By creating your own customized templates, applying them to new projects, and making necessary customizations, you can streamline your workflow and achieve greater efficiency.

As a freelance writer, Wrike templates have revolutionized the way I manage my projects. I highly recommend giving them a try to see how they can enhance your project management experience.