Templates Help You Plan Recurring Projects in Wrike

If you manage projects that consist of typical tasks, then project templates can save you a lot of time. The templates help you quickly add frequently recurring tasks to your projects. Besides, Wrike allows you to fully customize templates for your convenience.

For example, if you have a Web site project, you always have design, coding, menu structure and content steps. So you can create the following template in Excel:

Login to your workspace in Wrike, choose a folder where you want to create the new project. Then click on the "Import" link and upload your Excel file.

After the import process, you will be asked to associate users from your contact list in Wrike with the names found in the imported file. Then you get your project organized in your workspace:



It is very convenient to use project templates because you can save time on every project that you manage.

Templates can be generated in two ways. If you have already organized a project in Wrike, you can export it and use the file as a template afterwards. You can edit the file, if necessary, then import it and insert it into any part of your plan. Alternatively, you can download a sample project template, adjust it to your needs and then import it to your workspace in Wrike. Each way is rather simple and will bring you a significant productivity gain.

• Published by Bob, Thursday, 26 February, 2009
  Can we set recurring tasks somehow at the date level? Say due every friday????
• Published by Andrew Filev, Thursday, 26 February, 2009
  Bob,
  
  As of 02/26 there's no recurrence in Wrike tasks. We have this feature in our plans, and there're two common work-arounds:
  -You can import a series of tasks from Excel;
  -You can create one task, and every time it's completed, add a comment and reschedule it.
  
  Best Regards,
  Andrew
• Published by Paul, Wednesday, 11 March, 2009
  Is there any way we can make the import:
  
  1) define dependencies
  2) include a task in multiple folders
  3) refer to already existing tasks in other folders
  
  ?
  
  Thanks
  
  Paul
• Published by Andrew Filev, Wednesday, 11 March, 2009
  Hi Paul,
  
  1) Dependencies import is in the works.
  2) You can include a task in multiple folders.
  3) There are no plans for this feature as of today, but we've added your vote to this feature.
  
  Regards,
  Andrew
• Published by Mareike, Wednesday, 06 May, 2009
  Hi there,
  is there a way to activate or deactivate a whole folder - i.e. when you do tentative planning while submitting a pitch and want to activate the entire task list once the job has been assigned?
  
  Best,
  Mareike
• Published by Andrew Filev, Wednesday, 06 May, 2009
  Hi Mareike,
  
  There's no way to deactivate a folder.
  
  Regards,
  Andrew.
• Published by Rebecca, Tuesday, 07 July, 2009
  I would like to know when the recurring tasks feature gets added.
• Published by Halle, Thursday, 23 July, 2009
  Add my vote for recurring tasks please! ASAP
• Published by Dennis, Thursday, 27 August, 2009
  Please: Add recurring tasks ASAP. Would be a definite reason to switch to Wrike!
• Published by Daria, Thursday, 27 August, 2009
  Rebecca, Halle and Dennis,
  Thank you for your feedback and requests. This feature is in our development list already.
• Published by Ota Jochec, Thursday, 05 August, 2010
  HI,
  
  you have done brave work there. I have 3 questions:
  1. Is there a way how can i change the icon of folders ?
  2. Do you all work yourself in Beta version there , in Wrike ? I cant recognize it as a better than the old one...:-(
  3. Is there a "list of known issues" I should aware while learning with your software ?
  Thanks
  OJ
• Published by Daria, Monday, 09 August, 2010
  Ota,
  Thanks for your comment. Let me answer your questions one by one:
  1. Currently, there's no way to change icons for folders.
  2. Yes, our team uses the beta version quite heavily. Yet we'd like to point out that this version is not quite ready for the final release. We're constantly working on improving it.
  3. We don't have a list of known issues. If you have a question or comment please send it to tvqqpsuAufbn/xsjlf/dpn.