Action Plan Template
Optimize your task management with Wrike. Use this template to track team progress and meet project objectives.
Great visibility
Get full transparency with multiple project views, including List, Board, Table, and Gantt.
Organized tasks
Use folders to sort tasks by team or department. Move easily from “To Do” to “In Progress” to “Completed.”
Schedules on track
Monitor due dates with tailored dashboards. See at a glance what’s due today, this week, and further ahead.
How to use Wrike’s action plan template
Ready to kick-start your project? First, you need an action plan. This is a list of tasks required to achieve your project deliverables.
Wrike’s project action plan template has a range of features to get you started:
- File individual and team tasks into folders and projects
- Create task dependencies and project milestones with Gantt charts
- Monitor project progress with personalized dashboards
Wrike’s business action plan template is easy to use. All you need to do is follow these three simple steps:
Step 1: Organize tasks
Once you have prepared your project requirements, you can create tasks in your Wrike workspace. Use the tagging feature to add specific tasks to their corresponding folders.
For example, all customer-related tasks could be added to the Customer Support folder. Add separate folders for each team or department in your organization, e.g., Global Delivery or Operations.
Step 2: Build timeline
Now your tasks are categorized and assigned to the correct teams, you can build out your project timeline. Add due dates to each task and use the Gantt chart view to get a clear overview of key milestones.
Need to adjust a deadline or task dependency? Simply use the drag-and-drop builder to make instant changes and automatically update your project team.
Step 3: Monitor progress
It’s important to conduct regular progress reviews to ensure your project stays on track to meet its deadlines. With shared team dashboards, you get an instant overview of daily, weekly, monthly, and quarterly tasks.
This will enable you to spot any overdue or unassigned tasks quickly. You can also create a personal dashboard to monitor your individual tasks.
Streamline your task management with Wrike
Want to explore some more? Wrike’s powerful task management software has a range of versatile tools to help you take projects from start to finish. Our customizable features include:
Wrike can be tailored to suit any project, team, or organization. Personalize your action plans and design your workspace to match your team’s processes. Our platform is built to work your way — not the other way around.
The action plan template is a useful tool for project managers who want to conduct regular progress reviews on various tasks and ensure deadlines are met.
Yes, the action plan template is suitable for any type of project. It includes many versatile features, which means you can tailor it to fit Agile, Waterfall, and hybrid projects.
Wrike’s action plan template includes plenty of features to get you started, including pre-built dashboards, sample folders, and a calendar.
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 “Action Plan” 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 “Action Plan“ template, feel free to reach out to the Wrike support team.