How to Automate Marketing Project Creation with Duplication

It's Friday afternoon and a new project has just landed in your lap: a new banner for SXSW must be submitted by Tuesday, and yet you're still dealing with your backlog of work from this week. To get the banner done quickly, you'll probably have to copy and paste all the information from the tasks you used in the most recent banner project, right? Wrong. With Wrike you have the power of templates and duplication at your fingertips.

What are Templates, and Why Use Duplication?

Quick Recap: Templates are easily duplicable projects that include all attachments, tasks and subtasks, text descriptions, assignees, time durations, and work dependancies — all of which can be included or removed.

If you find yourself constantly repeating the same multi-step projects over and over, then you will greatly benefit from creating a batch of project templates. This will mean you can easily pop into your 'Templates' folder in Wrike, bring up the banner design template, and quickly duplicate it for your 11th-hour project.

Beyond mere speed and convenience, templates also help your team be thorough in your work. Using an existing, tested template ensures you don't accidentally overlook crucial steps which could have led to delays, errors, revisions, and general confusion (e.g. who is working on which part of the process).

Easy Duplication Using Project Templates in Wrike

Here's the step-by-step process for quickly duplicating projects from templates:

  1. FIND IT: Head into your template folder in Wrike and find the "Banner design template" folder/project that your team created in the past.
  2. DUPLICATE IT: Right click on the "Banner design template" folder/project and choose "Duplicate." With Wrike's latest update, you can immediately select the destination folder for your duplicated project.
  3. CUSTOMIZE IT: Name your duplicated project (e.g. "SXSW Banner Design"), and specify the appropriate prefix to include before the name of every task and subtask (e.g. "SXSW"). Prefixes will help you create Reports or Dashboards, and they'll keep your work organized and concise — instead of creating an ambiguous "Design draft 1" task every time you duplicate, using your prefix you'll create "SXSW - Design draft 1" for easy identification. You can also specify whether you want to copy tasks with or without their descriptions, attachments, assignees, custom fields' values, and more.

Once created, the new project will be highlighted within your folder tree.

Learn more about creating project templates in Wrike

Check out our blog post for more info on creating and duplicating project templates in Wrike. And as always, if you have any questions feel free to get in touch with our support team at support@team.wrike.com.

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