This template will help you get up and running quickly with Wrike. The guide below shows you how to:
Start by defining the phases of your marketing initiatives. Use folders to represent each phase. This template comes with 5 sample phases to get you started:
- Plan and Messaging strategy
- Content development
- External communication
- Internal communications
- Lead generation
Feel free to add, rename, or delete any of these phases and customize this template to meet your needs.
Next, break down each phase into actionable items called tasks. Tasks can be assigned to one or more members of your team. This template includes some sample tasks that can be renamed or deleted as needed. To assign a task, select it from the list, click Add assignee, and select a member of your team. If the person is not in Wrike yet, simply add their email address and an invitation to join Wrike will be sent to them.
After a task has been assigned, click on the date selector to set the start and due date.
To see overall progress, click on the event name in the folder tree on the left and then click on the Gantt Chart view. This displays the project and all tasks and dependencies on an interactive and dynamic timeline. You can focus on one phase or view the entire project. To adjust the length of any task, simply drag the due-date marker. Milestones are fixed and must be rescheduled independently.
Use the preconfigured dashboard to see which tasks have been started, are overdue, or due this week. To customize this dashboard, click New Widget at the top of the screen and select any one of our helpful widgets. These widgets are configured to display a variety of data so you can get all the critical information you need at a glance.