Facilities Management Template

#facilities management template

#facilities management plan template

#facility management template

#facility management plan example

Monitor details and centralize resources

Working in facility management typically involves engaging in the complicated task of collecting and monitoring a wide range of details and resources. Are critical pieces of information falling through the cracks?

Does your team ever struggle with:

Tracking every project?
Completing tasks?
Visualizing the big picture?

Eliminate these obstacles with Wrike’s facilities management template.

Track every step of your facilities management process
Provide visibility for your entire team with project and request details so everyone stays on the same page
Gauge progress by centralizing project information in a single, secure place

Centralize information

When requests and details are communicated via email, they’re often missed or forgotten. With a facilities management template, you can centralize your communication and gather all the information your team will need in one secure hub.

Prioritize projects and tasks

Are important facilities tasks getting overlooked because of your team’s busy workload? Wrike’s template allows you to stay on top of tasks and their associated due dates, ensuring things don’t slip through the cracks.

Enable a 360° perspective

Gain a full view of all your facility requests and resources by storing them in one place. The facilities management template offers a range of views that allow you to understand the breadth of your organization’s needs.

How to use the facilities management template

Does your team struggle to manage multiple facility requests on top of busy schedules? Do important event details often get overlooked?

Wrike’s facilities management template offers a central location for storing requests, task details, and even contractor details.

Add facilities request and contractor details with custom request forms
Store facilities tasks in folders and projects
View upcoming tasks with dashboards
Evaluate facilities usage with a pre-built report

Managing multiple facilities usually involves collecting information from various departments and prioritizing resources to make sure every task is accomplished on time. Ensuring facilities are managed effectively requires a robust and user-friendly process.

Wrike’s facilities management template sets up an efficient system for collecting key details and prioritizing tasks and resources.

Step 1: Collate details with a request form

Use the custom request form designed to collect information from other departments and teams about their facilities needs. Simply have requesters input critical information, including contact details and resource requirements. These requests will be automatically turned into tasks that are stored in projects depending on the service required.

Step 2: View facilities tasks with a dashboard

Manage facilities with a custom dashboard that allows you to view tasks in progress. Tasks will be divided into categories, including custodial services, special events, and more. You can view requests by category, or by tasks that are outstanding. Easily visualize each due date so you can prioritize resources to accomplish each task on time.

Use the in-built report to assess facilities usage and team progress for future improvements.

Step 3: Access contact details in a single folder

When you need to access information about third-party vendors or contractors, simply navigate to the Resources folder and view their contact details, the services they provide, and any details that will be important to your ongoing relationship.

Make Wrike work for you

Wrike is designed to streamline and simplify other areas of your work, improving processes across your team, department, or company. Discover features such as:

Wrike can be easily adjusted to meet any of your team’s needs. Our user-friendly features help bring efficiency and productivity to your daily work.

<p>Keep track of multiple facilities with Wrike</p>

Install in existing account

What features does the facilities management template include?

The facilities management template includes a custom request form, pre-built report, dashboards, folders, and projects.

What type of team can benefit from this template?

Any team that manages facilities or needs to manage one or more locations can benefit from this template.

How does the facilities management template help organizations manage tasks?

The facilities management template helps teams collect and store facility requests and details, allowing them to easily visualize tasks and resources.

How do I set up the template if I’m an existing user?

You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.

Click the ‘+’ button in the upper-right corner of your workspace.
Select ‘Space’.
On the page that opens, hover over the use case you want and click ‘Preview’. You can use the search bar above the list to look for the required template.
Now, you can see more information about the use case. Click ‘Select’ to create a space.

You can add this template to an existing space.

Are there any prerequisites to install the template?

Yes, there are.

To use this template, you need to have at least the Business plan or up. Check our plans here.
This template is available only to account owners. Check your role in your account.
To use this template, you need the following features available in your account: folders, tasks, dashboards, request forms, reports, custom fields, custom workflows.
This template is available in English only.

Why can’t I find this template in my account?

Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the template, feel free to reach out to the Wrike support team.

Facilities Management Template

Monitor details and centralize resources

Why you need this facilities management template

Centralize information

Prioritize projects and tasks

Enable a 360° perspective

A streamlined approach to facility management

How to use the facilities management template

Make Wrike work for you

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Keep track of multiple facilities with Wrike

FAQ

How to install this template in your account

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