Retail Trade Template
Manage your retail trade and e-commerce operations with Wrike’s ready-made template.
Manage your priorities in real time with dashboards
Visualize your retail project progress and shift priorities to adapt to changing scope or circumstances. Use key performance metrics to evaluate success and plan strategically.
Eliminate bottlenecks with smart automation
Use automation to quickly assign tasks and streamline the project process. Wave goodbye to bottlenecks — notify approvers instantly and trigger status changes to accelerate reviews.
Align team budget and capacity with resource planning
Assess your budgetary needs for various retail projects across your portfolio. Reallocate resources as necessary to stay on track with timelines.
Organize incoming tasks with dynamic request forms
Standardize your work intake process with custom request forms to seamlessly add tasks to your project dashboard. Add required fields to get all the information you need.
With the retail trade template, you can use the Waterfall methodology to map out new projects, assign tasks, and manage your spend across your entire retail trade portfolio.
Enter your business email and build out your unique retail processes and workflows using the custom fields and item types provided in the template.
To implement an ecommerce platform, you must first identify the platform you’ll use and audit your IT infrastructure. From there, you can focus on design, setting up payment gateways, and eventually launching your ecommerce site.
Initial market research is an excellent starting point, as it will lay the groundwork for how you pitch your product. From there, you can start to ideate and develop prototypes, soliciting feedback along the way. When your product is ready for market, you can develop a GTM (go-to-market) strategy to ensure a successful launch.
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.” Look for the “Retail trade” template in the list (use the search bar if needed).
- 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.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
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 “Retail trade“ template, feel free to reach out to the Wrike support team.
