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Templates

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SOP Success: Resolving Common Issues in Creating SOP Templates in Word
Project Management 7 min read

SOP Success: Resolving Common Issues in Creating SOP Templates in Word

Creating standard operating procedure (SOP) templates in Word can streamline business operations and ensure consistency in processes. However, many individuals encounter various issues when attempting to create these templates. In this article, we will explore the definition and importance of SOPs, common challenges in creating SOP templates in Word, a step-by-step guide to creating these

Your Guide to Creating and Managing CRM Spreadsheets
Project Management 7 min read

Your Guide to Creating and Managing CRM Spreadsheets

Effective customer relationship management (CRM) is crucial for success, and one valuable tool for managing customer data and interactions is a CRM spreadsheet. This guide will walk you through the process of creating and managing CRM spreadsheets, providing you with the knowledge and skills you need to optimize your business's CRM efforts. Understanding CRM Spreadsheets CRM spreadsheets

The Essential Guide to Mastering Inventory Spreadsheet Creation
Project Management 10 min read

The Essential Guide to Mastering Inventory Spreadsheet Creation

Effective inventory management is essential for the success and profitability of any organization. It involves the control and tracking of inventory levels to ensure accurate stock counts, efficient order fulfillment, and minimized carrying costs. Inventory management allows businesses to meet customer demand, avoid stockouts, and optimize their investment in inventory. Understanding the Basics of Inventory Management Inventory

Your Guide to Creating Engaging Timelines with Google Docs Templates
Project Management 7 min read

Your Guide to Creating Engaging Timelines with Google Docs Templates

Timelines have become an essential tool for effectively organizing and presenting information. Whether you are managing a project or teaching a class, timelines provide a visual representation of events, helping to communicate complex concepts and engage your audience. In this comprehensive guide, we will explore the importance of timelines and walk you through the process

Employee Training Plan Templates
Project Management 10 min read

Employee Training Plan Templates

Find out what an employee training plan is and what should be included. Get started with three different and ready-to-use employee training plan templates.

6 Steps for a Solid Code Review Process
Project Management 10 min read

6 Steps for a Solid Code Review Process

A code review is a collaborative process to ensure code is up to standard before merging with the codebase. Learn how to code review in this guide with Wrike.

SWOT Analysis Template
Project Management 10 min read

SWOT Analysis Template

SWOT analysis templates simplify the process of identifying strengths, weaknesses, opportunities, and threats. Learn more with Wrike’s SWOT template.

Can You Build a Gantt Chart Template in Excel or Google Sheets?
Project Management 10 min read

Can You Build a Gantt Chart Template in Excel or Google Sheets?

With a Gantt chart template, you can visualize project data in real time. Find out how to create your own template with this guide.

The Ultimate Business Plan Template
Leadership 10 min read

The Ultimate Business Plan Template

A business plan template helps you set up your business for success. Download our free business plan template to begin planning and managing your business effectively.

Free Sprint Planning Template for Efficient Teams
Project Management 10 min read

Free Sprint Planning Template for Efficient Teams

Sprint planning templates support effective teamwork under the Agile methodology. See how to create your own in this guide.

How To Create a Business Continuity Plan Template
Leadership 10 min read

How To Create a Business Continuity Plan Template

Modern businesses face countless risks and challenges, and it is critical to have a business continuity plan (BCP) in place. A BCP helps an organization prepare for disasters, respond to disruptions, and recover in an efficient manner. In this article, we will walk you through a step-by-step guide on crafting the perfect business continuity plan

Time Study Template: Ultimate Creation Guide
Project Management 7 min read

Time Study Template: Ultimate Creation Guide

Are you looking to improve productivity and efficiency in your workplace? A time study can help you identify inefficiencies and streamline processes. However, creating a template for it is essential to ensure accurate and efficient data collection. In this guide, we’ll walk you through the steps to make a time study template. This includes understanding the

Tailor Your Workday With Our Daily Schedule Template Guide
Project Management 7 min read

Tailor Your Workday With Our Daily Schedule Template Guide

Life’s a whirlwind of never-ending to-dos and looming deadlines, but fear not! We’ve got just the ticket to add some pizzazz to your day: the almighty daily schedule template. In this blog post, we’re about to spill the beans on why crafting a daily schedule can be your secret weapon in the battle against chaos. Not

Project Charters: Guide to Writing (With Template)
Project Management 10 min read

Project Charters: Guide to Writing (With Template)

What is a project charter and why do you need one? Try Wrike’s project charter templates to plan your projects better.

How to Make a Social Media Calendar (Step by Step) for 2023
Marketing 10 min read

How to Make a Social Media Calendar (Step by Step) for 2023

A social media calendar helps plan and schedule social posts, saving time for other high-value work. Learn how to create a social media calendar template with Wrike.

5 Must-Have Content Calendar Templates to Use in 2023
Marketing 10 min read

5 Must-Have Content Calendar Templates to Use in 2023

Are you planning out content for 2023? Check out these five content calendar templates to simplify the planning process.

How to Take Better Meeting Notes
Productivity 10 min read

How to Take Better Meeting Notes

Knowing how to take better meeting notes will help make the most of your meetings. This guide shares the best way to take notes in meetings — and why it matters.

Task Tracker Templates: Why You Need Them
Project Management 10 min read

Task Tracker Templates: Why You Need Them

Task trackers keep teams motivated and aligned to achieve their biggest goals over time. Learn how to use task tracker templates to improve team productivity.

Construction Proposals: Tips and Templates
Project Management 10 min read

Construction Proposals: Tips and Templates

Are you looking for a construction proposal template? Discover the ins and outs of construction proposals and how to create your own with Wrike’s guide.

Job Description Templates: Attract the Right Talent
Project Management 10 min read

Job Description Templates: Attract the Right Talent

Wondering how to write job descriptions? Find tips, examples, and a helpful job description template to help you attract top talent to your open roles.

Receipt and Invoice Templates for All Your Clients
Project Management 5 min read

Receipt and Invoice Templates for All Your Clients

Track your payments easily and get paid promptly with Wrike’s easy-to-use invoice receipt template options.

3 Types of Financial Statements and How to Use Them
Project Management 10 min read

3 Types of Financial Statements and How to Use Them

Financial statements record a company’s activities and financial performance for a period. Learn how to use financial reports to keep your business on track.

How to Make a Budget Spreadsheet for Your Small Business in 2023
Leadership 7 min read

How to Make a Budget Spreadsheet for Your Small Business in 2023

Starting a business can be an overwhelming process, with business plans, leases, financing, legal documents — and monthly budget sheets. We know you’d almost certainly rather spend time refining your product, talking with happy customers, or honing your investor pitch than hunch over spreadsheets, calculating the seemingly impossible amount of money it’s going to take

Simple Cost Comparison Template & How-to Guide
Project Management 10 min read

Simple Cost Comparison Template & How-to Guide

Need to figure out the best choices for your budget? A cost comparison template can help you weigh up your options. Discover more with Wrike.