Wrike is a project management tool that helps teams collaborate and stay organized. One of its key features is the ability to create blueprints, which are templates for recurring tasks or projects. In this article, we’ll explain how to use Wrike blueprints to streamline your workflow and save time.
Creating a Blueprint
To create a blueprint in Wrike, first click on the “Create” button in the top left corner of the screen. Then select “Blueprint” from the drop-down menu. You’ll be taken to a new page where you can start building your template.
To add tasks to your blueprint, click on the “Add Task” button in the top right corner of the screen. You can then enter the task name and any additional details such as due date or assignee. Once you’ve added all the necessary tasks, you can drag and drop them into the order you want.
Wrike allows you to customize various settings for your blueprint, such as notifications, dependencies, and permissions. To access these settings, click on the gear icon in the top right corner of the screen. From there, you can adjust the settings to fit your needs.
Using a Blueprint
Once you’ve created a blueprint, you can use it as a template for new projects or tasks. To do this, click on the “Create” button in the top left corner of the screen and select “Project” or “Task” from the drop-down menu. Then, select the blueprint you want to use from the list that appears.
Editing a Blueprint
If you need to make changes to a blueprint after it’s been created, simply click on the “Blueprint” tab in the left-hand menu and select the blueprint you want to edit. From there, you can make any necessary adjustments.
Using Wrike blueprints can save you time and streamline your workflow by allowing you to create templates for recurring tasks or projects. By following the steps outlined in this article, you’ll be able to create and use blueprints with ease.