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Onboarding Templates in Wrike
Account owners and admins on Business and Enterprise accounts and account owners on Professional accounts can access the Onboarding Templates gallery. Admins on Enterprise accounts may have the right disabled.
Use templates to add a premade framework to your account. Each template has what you need to carry out a specific type of work. Templates can come with: Projects, Sample Tasks, Dashboards, Reports, and Request Forms.
Note
If you're an account owner you'll see a pre-installed template in your account when you start using Wrike. This template is selected according to the data you entered during registration.
You can access the onboarding templates gallery through Wrike Assistant.
Click the round button with a question mark located next to your profile image in the upper-right corner of the workspace 1.
Select Wrike Templates to open the template gallery 2.
Click the template that you want to add to the gallery window 3.
Click the Use template button 4.
A space is created with all the listed items in it. You can access other items created from templates in the corresponding areas of the workspace: Dashboards, Request Forms, Workflows, and Reports.
Note
Any item added to the workspace from a template can be edited and shared.
Template name |
Great for |
What it comes with |
Available with |
|---|---|---|---|
Remote Work |
Keep team projects on track, manage your personal work, and lead more productive meetings while working remotely. This template provides you with tools to help you optimize your virtual office in Wrike. |
1 Table view, 1 Gantt chart, 2 meeting templates, 1 dashboard, 3 sample folders |
Professional, Business, Enterprise |
Project With Dependencies |
Classic, timeline-driven projects |
1 project, 5 sample tasks, 1 dashboard |
Professional, Business, Enterprise |
Project With Phases |
Taking a stepped approach to work |
1 project, 5 folders, 10 sample tasks, 1 dashboard |
Professional, Business, Enterprise |
Requests With Approvals |
Managing incoming requests and following them through |
1 project, 4 sample tasks, 2 dashboards, 2 reports, 1 request form |
Business, Enterprise |
Professional Services |
Planning and delivering client services |
1 project, 4 folders, 4 sample tasks, 1 dashboard |
Professional, Business, Enterprise |
Kanban |
Setting up Kanban-style projects |
1 project, 6 sample tasks |
Business, Enterprise |
Event Management |
Creating a structured framework for planning events |
1 project, 5 folders, 10 sample tasks, 1 dashboard |
Professional, Business, Enterprise |
Agile Teamwork |
Iteration-based approach to development |
1 project, 4 folders, 8 sample tasks, 1 report |
Business, Enterprise |
IT Service Management |
Manage incoming, templatized IT requests and kick off major projects. Prioritize and distribute work. Track progress and report on performance metrics. |
2 request forms, project templates, 1 dashboard, 5 reports, and a supporting folder structure |
Enterprise |
Service Desk |
Gathering incoming requests through a form and following tickets through to completion |
1 project, 3 folders, 6 sample tasks, 1 dashboard, 1 report, 1 request form |
Business, Enterprise |
Product Launches |
Planning and executing a product launch |
1 project, 3 folders, 19 sample tasks, 1 dashboard |
Professional, Business, Enterprise |
Go-To-Market |
Launching complex marketing initiatives |
1 project, 5 folders, 31 sample tasks, 1 dashboard |
Professional, Business, Enterprise |
Campaign Management |
Classic, timeline-driven campaign planning |
1 project, 5 sample tasks, 1 dashboard |
Professional, Business, Enterprise |
Creative Asset |
Managing and executing creative asset development requests |
1 project, 4 sample tasks, 2 dashboards, 2 reports, 1 request form |
Business, Enterprise |
Knowledge Base |
Setting unified rules for using Wrike to keep your account manageable and help users understand how they should use Wrike. It contains a playbook with sample guidelines for using Wrike and a FAQ section. |
11 sample tasks, 5 subtasks |
Professional, Business, Enterprise |
Business Continuity Plan |
Wrike's COVID-19 Business Continuity template offers a roadmap for maintaining operations and mitigating risks during crises. It allows you to see at-risk projects, helps you track employee availability, and makes communication simple. |
1 mitigation plan, 2 communication plans, 2 dashboards, 4 reports, 2 request forms, 18 custom fields, 2 Table views |
Business, Enterprise |