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Templates

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How to Build Your Own Event Planning Template in Wrike
Project Management 5 min read

How to Build Your Own Event Planning Template in Wrike

Event coordination can be a monster to take on. Let’s walk through everything you'll need to know when setting up your next corporate event, from templates to execution.

How to Automate Marketing Project Creation with Duplication
Marketing 3 min read

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: FIND IT: Head into your template folder in Wrike and find the "Banner design template" folder/project that your team created in the past. 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. 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.

Say Goodbye to Gantt Charts in Excel With These Project Management Templates
Project Management 10 min read

Say Goodbye to Gantt Charts in Excel With These Project Management Templates

Manually building Gantt charts in Excel? Try Wrike’s project templates that give you the mobility, flexibility, and agility to adjust Gantt charts in real time.

3 Ways to Set Up Your Creative Agency File Structure
Project Management 5 min read

3 Ways to Set Up Your Creative Agency File Structure

Wrike sat down with one of our very own Customer Service Managers to share a few file structure best practices for creative agencies that are sure to save you some much-needed time.

10 Request Form Templates to Help Your Team Succeed
Project Management 3 min read

10 Request Form Templates to Help Your Team Succeed

Request forms establish a formal process of asking for work while providing all of the necessary details to get started. Check out our sample templates to get you on the right track.

Stop Projects from Derailing With Wrike's New Report Templates
News 3 min read

Stop Projects from Derailing With Wrike's New Report Templates

Wrike’s new Report Templates help project managers and team members instantly pinpoint problems so you can resolve them on the spot.

Take Control of Your Project Plan Calendar
Project Management 3 min read

Take Control of Your Project Plan Calendar

There are many different ways to set up a project planning calendar template, and it's important for every leader to find an approach that works for their team's needs. Here are a few key considerations to bear in mind as you establish the schedule for managing a project.

7 Free Templates for Your Next Project
Project Management 7 min read

7 Free Templates for Your Next Project

When you’re starting work on a project, a blank canvas can be terrifying. With these free templates in Wrike, start your next project off on the right foot.

The Best Resource Allocator Templates to Help Your Team Double Output
Productivity 7 min read

The Best Resource Allocator Templates to Help Your Team Double Output

Resource management can be the trickiest part of planning any project. Read our list of the best resource allocator templates to make your job easier.

Get Organized in 2017 with Free Excel Calendar Templates
Productivity 5 min read

Get Organized in 2017 with Free Excel Calendar Templates

We've gathered this collection of free calendar templates for Excel to help you plan your time wisely, along with tips for effectively scheduling your day, your week, your month... and even your year.

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