Whatever your industry, Wrike can be tailored to suit any project, team, or organization. Personalize your action plans, design your workspace to match your team’s processes, and improve the way you work.
Resources for professional services teams
Arvig case study
Learn how Arvig reduces project time and increases productivity with Wrike.
Professional services eBook
Find out how professional services can break the customer churn cycle with this eBook.
Flashbay case study
Read about how Flashbay linked their global teams by using Wrike.
The scope management template is used for creating a successful scoping and initiation process that captures key information and shepherds leads to completion.
Any professional services team member or manager can benefit from the scope management template.
Wrike’s scope management template includes a pre-built request form to capture data, an intuitive workflow to ensure the process is followed, customized reports, and calendar views.
How to install this template in your account
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.
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.
Yes, there are.
To use this template, you need to have at least the Business plan or up. Check our plans here.
To use this template, you need the following features available in your account: tasks,
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.