Action Plan Template

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.