Wrike is a powerful project management tool that allows you to create and manage projects with ease. One of the key features of Wrike is the ability to set up project templates, which can save you time and effort when creating new projects. In this article, we will guide you through the process of setting up a project template in Wrike.
Step 1: Create a New Project
The first step in setting up a project template is to create a new project. To do this, click on the “New” button in the top left corner of your screen and select “Project”. Give your project a name and description, and then click “Create”.
Step 2: Add Tasks and Subtasks
Once you have created your new project, it’s time to add tasks and subtasks. To do this, click on the “New” button again and select “Task”. Give your task a name and description, and then click “Create”. You can also create subtasks by clicking on the “New” button and selecting “Subtask”.
Step 3: Set Up Your Project Template
Now that you have created your project and added tasks and subtasks, it’s time to set up your project template. To do this, click on the “Settings” button in the top right corner of your screen and select “Templates”. From here, you can create a new template by clicking on the “New Template” button.
Step 4: Customize Your Project Template
Once you have created your project template, it’s time to customize it. You can do this by adding tasks and subtasks, setting due dates and dependencies, and assigning team members to specific tasks. You can also add custom fields to your template to track additional information about your projects.
Step 5: Save Your Project Template
Once you have customized your project template, it’s time to save it. To do this, click on the “Save” button in the top right corner of your screen and select “Save as Template”. Give your template a name and description, and then click “Save”.
Conclusion
Setting up a project template in Wrike can save you time and effort when creating new projects. By following the steps outlined in this article, you can create a customized project template that meets your specific needs. With Wrike’s powerful project management tools, you can easily manage your projects from start to finish.