Wrike is a powerful project management tool that allows you to create and manage tasks, projects, and teams. One of the most useful features of Wrike is the ability to create templates for recurring tasks or projects. In this article, we will discuss how to build templates in Wrike.
Step 1: Create a New Task
To create a template in Wrike, you need to start by creating a new task. Click on the “New Task” button in the top left corner of your screen and enter the details of the task.
Step 2: Customize the Task
Once you have created the task, you can customize it to suit your needs. You can add attachments, set due dates, assign team members, and create subtasks. Make sure to include all the necessary details that will be required for future tasks based on this template.
Step 3: Save as Template
After you have customized the task, click on the “Save as Template” button in the top right corner of your screen. This will save the task as a template that can be used for future tasks.
Step 4: Use the Template
To use the template, simply click on the “New Task” button and select the template from the drop-down menu. The template will automatically fill in all the details that you have saved in the original task.
Conclusion
Building templates in Wrike is a great way to save time and ensure consistency across your projects. By following these simple steps, you can create templates for recurring tasks or projects and streamline your workflow.
