Wrike templates are a powerful tool for managing projects and tasks in an organized way. They can help you save time, increase productivity, and ensure consistency across your team. In this article, we will discuss how to use Wrike templates effectively.
Introduction
Wrike templates are pre-built structures that can be used as a starting point for creating new projects or tasks. They can include everything from task lists and milestones to custom fields and workflows. By using templates, you can quickly create new projects or tasks without having to start from scratch every time.
Creating Templates
To create a template in Wrike, go to the “Templates” tab in the left-hand navigation bar. From there, click on the “Create Template” button and give your template a name. You can then add tasks, subtasks, milestones, and custom fields as needed. Once you’re happy with your template, click on the “Save” button to save it for future use.
Using Templates
To use a template in Wrike, go to the “Templates” tab and select the template you want to use. You can then either create a new project or task using that template or add it to an existing project or task. Once you’ve added the template, you can customize it as needed by adding or removing tasks, changing due dates, and adjusting other settings.
Sharing Templates
If you want to share a template with your team or colleagues, go to the “Templates” tab and select the template you want to share. From there, click on the “Share” button and enter the email addresses of the people you want to share it with. You can also choose whether to give them edit or view-only access.
Conclusion
Wrike templates are a powerful tool for managing projects and tasks in an organized way. By using templates, you can save time, increase productivity, and ensure consistency across your team. Whether you’re creating new templates or using existing ones, Wrike makes it easy to manage your work in a structured and efficient way.