4 Tips for an Effective Project Management Plan
What is a project management plan? It's a road map that directs a team from the start date to completion. When leaders carefully plot the course ahead, using the right strategies, input, and tools, they position their teams to work efficiently and get things done.
5 Simple Yet Powerful Must-Have Project Management Features
If you’ve decided to invest in a tool, you want to make sure you’re purchasing the right one. Check out these simple yet powerful project management elements to look for when searching for a project management tool.
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.
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.
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.
