Creating a blueprint in Wrike is an essential step for any project management team. A blueprint serves as a template that can be used repeatedly, saving time and effort when creating new projects. In this article, we will guide you through the process of creating a blueprint in Wrike.
Step 1: Access Your Wrike Account
To begin creating a blueprint in Wrike, log in to your account and navigate to the “Blueprints” section. This can be found on the left-hand side of the screen under the “Templates” tab.
Step 2: Create a New Blueprint
Once you are in the “Blueprints” section, click on the “Create Blueprint” button. This will open up a new window where you can start creating your blueprint.
Step 3: Name Your Blueprint
The first step in creating a blueprint is to give it a name. Choose a descriptive and clear name that accurately reflects the purpose of the blueprint. This will make it easier for you and your team members to find and use the blueprint in the future.
Step 4: Add Tasks and Subtasks
Next, add tasks and subtasks to your blueprint. You can do this by clicking on the “Add Task” button and entering the task name. If you need to create a subtask, simply click on the “Add Subtask” button and enter the subtask name.
Step 5: Assign Owners and Due Dates
Once you have added all the necessary tasks and subtasks, assign owners to each task. This will ensure that everyone knows who is responsible for completing each task. You can also set due dates for each task to keep your team on track.
Step 6: Save Your Blueprint
After you have added all the necessary information, click on the “Save” button to save your blueprint. This will make it available for use in future projects.
Creating a blueprint in Wrike is a simple and effective way to streamline your project management process. By following these steps, you can create a blueprint that will save time and effort when creating new projects. Remember to keep your blueprint up-to-date as your team’s needs change over time.