Action Plan Template
Take control of your task management
Whether you’re managing an Agile, Waterfall, or hybrid project, you must organize your tasks accordingly. Without the right structure in place, things can quickly unravel.
- Tasks don’t get filed correctly, and it’s unclear what different remote teams are working on
- There is no visual overview of project due dates and priorities
- Project managers become so preoccupied with team tasks, they forget to manage their individual duties
With Wrike’s strategic action plan template, you can overcome these obstacles with ease.
- Create separate folders for each department to categorize tasks effectively
- Use dashboards to view tasks by day, week, month, quarter, and so on
- Monitor individual tasks with a personal action plan template
Why you need this template
Get full transparency with multiple project views, including List, Board, Table, and Gantt.
Use folders to sort tasks by team or department. Move easily from “To Do” to “In Progress” to “Completed.”
Monitor due dates with tailored dashboards. See at a glance what’s due today, this week, and further ahead.
Deliver projects on time, every time
How to use Wrike’s action plan template
Ready to kick-start your project? First, you need an action plan. This is a list of tasks required to achieve your project deliverables.
Wrike’s project action plan template has a range of features to get you started:
- File individual and team tasks into folders and projects
- Create task dependencies and project milestones with Gantt charts
- Monitor project progress with personalized dashboards
Wrike’s business action plan template is easy to use. All you need to do is follow these three simple steps:
Step 1: Organize tasks
Once you have prepared your project requirements, you can create tasks in your Wrike workspace. Use the tagging feature to add specific tasks to their corresponding folders.
For example, all customer-related tasks could be added to the Customer Support folder. Add separate folders for each team or department in your organization, e.g., Global Delivery or Operations.
Step 2: Build timeline
Now your tasks are categorized and assigned to the correct teams, you can build out your project timeline. Add due dates to each task and use the Gantt chart view to get a clear overview of key milestones.
Need to adjust a deadline or task dependency? Simply use the drag-and-drop builder to make instant changes and automatically update your project team.
Step 3: Monitor progress
It’s important to conduct regular progress reviews to ensure your project stays on track to meet its deadlines. With shared team dashboards, you get an instant overview of daily, weekly, monthly, and quarterly tasks.
This will enable you to spot any overdue or unassigned tasks quickly. You can also create a personal dashboard to monitor your individual tasks.
Streamline your task management with Wrike
Want to explore some more? Wrike’s powerful task management software has a range of versatile tools to help you take projects from start to finish. Our customizable features include:
Wrike can be tailored to suit any project, team, or organization. Personalize your action plans and design your workspace to match your team’s processes. Our platform is built to work your way — not the other way around.
Resources for project managers
The Estée Lauder Companies case study
Read all about how Wrike helped The Estée Lauder Companies automate project management and boost transparency.
Change management eBook
Learn how to tackle change at your organization with this guide, including actionable insights and best practices.
Siemens case study
Find out which Wrike features Siemens used to reduce labor time, increase efficiency, and simplify planning.
Put plans into action with Wrike
The action plan template is a useful tool for project managers who want to conduct regular progress reviews on various tasks and ensure deadlines are met.
Yes, the action plan template is suitable for any type of project. It includes many versatile features, which means you can tailor it to fit Agile, Waterfall, and hybrid projects.
Wrike’s action plan template includes plenty of features to get you started, including pre-built dashboards, sample folders, and a calendar.