Wrike makes collaboration across distributed teams and stakeholders easy. Custom statuses configured for approval make it clear to everyone the status of work, while the proofing and approvals tool gives teams the ability to visually mark up images and videos. The activity stream provides real-time updates to the work, and @mentions alert collaborators their response is needed.
Wrike’s time tracker tool is built into each task and can be set either retroactively or used in real time as the work is being conducted. Completed entries are accessible in the timelog view for easy reporting.
Wrike provides professional services teams the power to view projects at a glance to make informed decisions. Custom workflows and statuses highlight the progress of each task. Customizable reports allow you to quickly crunch data from projects. Workload views allow you to better balance your team’s work.
Start by breaking down your project into phases, represented by folders. This template includes four phases to get you started:
The next step is populating each phase with 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 your project’s overall progress, click on the Gantt Chart view. This displays the project and all tasks on an interactive and dynamic timeline that lets you reschedule tasks and set milestones and dependencies. To adjust the length of any task, simply drag the due date marker.
Next, track and report on time spent. To the right of the date selector in each task is Wrike’s time tracking feature. There are two ways to add a timelog entry:
If you use the time tracker, you'll see it running at the top of the workspace. Click the Pause button if you need to pause the tracker and then press the Play button when you're ready to continue working on that task. Add a time entry at any point by selecting Add entry. You can even add a description of what specific actions were taken. Completed entries are accessible from the timelog view of the folder or project they were created in.
You can also use the pre-configured dashboard to monitor your progress. It shows you which tasks are unassigned, due this week, overdue, or completed. This template will get you up and running quickly with a basic project management framework, but you can change or customize anything we’ve pre-configured to adapt to your workflow.
The professional services management template allows users to deliver stronger outcomes for clients. The template includes an organization structure that lays out project planning phases and helps PS teams review project progress through Gantt charts and dashboards.
Use the professional services management template by first organizing your project tasks into the included phase folders (these phases are: initiation, planning, delivery, project closeout). Then get started assigning tasks, monitoring progress, managing billable hours with Timelog.
Yes, you can use this template with other templates. A project may require multiple documentation components. As a creative agency, for example, you may need to use the professional services management template alongside the social media plan template. These can be customized separately and stored in a project folder, for instance.
Yes, the professional services management template is completely free.
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.
Yes, there are.
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 “Professional Services“ template, feel free to reach out to the Wrike support team.
