Poor traceability
Expedite your closeout process so you can reflect on and record the successes and learning moments of your project.
No cohesive checklist
Maximize your efficiency and get a sense of closure with an itemized list based on proven best practices.
You rely on manual programs
Act on follow-up tasks using a centralized hub with built-in automation, ensuring your projects get completed without delay.
How to use the project closure template
Too many organizations fail to meet their projects’ original goals, stay within budget, and deliver projects on time. Since governance is the most critical success factor for organizational success, a closure checklist is imperative to ensure that proper completion of administrative, project, and portfolio data can be shared across teams. With Wrike’s project closeout checklist template, you can:
- Launch your closeout process quickly with blueprints
- Categorize your project signoff process with folders and projects
- Set up custom fields and customizable workflows
- Increase stakeholder visibility with visual dashboards
Wrike’s project signoff template includes three primary components: a checklist, dashboard, and report.
Step 1:
Locate the checklist blueprint, which includes pre-labeled folders and tasks that detail the required action items along with a custom workflow. The blueprint is customizable to how your team works, too.
Step 2:
See the various phases of the project closure checklist and the items’ status in an organized Kanban-style dashboard.
Step 3:
Get a visual, high-level view by pulling a report and seeing the items of the closure checklist.
Make Wrike work for you
Our project signoff template provides you everything necessary to close out programs efficiently while keeping all stakeholders updated.
Here are some other Wrike features that empower you to work smarter, enhance collaboration, and increase project visibility:
Our collaborative work management (CWM) solution is the most robust and intuitive platform for client-side PMOs and internal IT teams. Experience the Wrike difference today.
The template works best for client-side PMOs and internal IT teams within any size organization looking to increase their efficiency when closing out projects or programs.
Manual programs such as Microsoft Word are less collaborative, plus the checklist is built based on proven best practices. With Wrike, you get enhanced collaboration features such as online proofing, cross-tagging, visual dashboards, and more.
The template is free and users with access include those on Wrike Business, Wrike Enterprise, and Wrike Pinnacle.
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.
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: dashboards, folders, projects, reports, tasks, custom workflows.
- This template is available in English only.
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.