Wrike is a project management tool that allows you to create and assign templates to your projects. This can be a great way to streamline your workflow and ensure consistency across all of your projects. In this article, we will discuss how to assign templates in Wrike.
Step 1: Create a Template
Before you can assign a template to a project, you need to create one. To do this, click on the “Templates” tab in the left-hand menu and then select “Create Template.” From there, you can customize your template by adding tasks, subtasks, and dependencies.
Step 2: Assign a Template to a Project
Once you have created a template, you can assign it to a project. To do this, click on the “Projects” tab in the left-hand menu and then select the project you want to assign a template to. From there, click on the “Settings” tab and select “Templates.” You will see all of your available templates listed. Simply select the one you want to assign to the project and click “Save Changes.”
Step 3: Customize Your Template
After you have assigned a template to a project, you can customize it further by adding or removing tasks, subtasks, and dependencies. To do this, click on the “Templates” tab in the left-hand menu and select the template you want to edit. From there, you can make any necessary changes and save your updates.
Conclusion
Assigning templates in Wrike is a simple process that can help streamline your workflow and ensure consistency across all of your projects. By following the steps outlined above, you can create and assign templates to your projects with ease.
