How to Add Templates to Your Wrike Instance

Templates allow you to add a pre-built framework to initiate work and processes quickly. They can come with projects, sample tasks, dashboards, and many more helpful tools to get work moving.

  1. To get started, click on the plus sign in the top right hand corner of your Wrike instance.
  2. When the dropdown opens below the plus, click on the spaces button to navigate to the template gallery.
  3. In the template gallery, you will find a wide range of templates to choose from. 
    1. To quickly navigate through templates, you can search in the top bar that says “search all templates”, or alternatively, you can browse by scrolling, or select a category in the left hand sidebar under “Create a new space” to filter to a more specific selection of templates.
    2. Hover over the template and click preview to understand what each template can do.
  4. To install the template, click the “select” button in the top right hand corner. 
    1. This will engage a new template to be created in your Wrike instance. 
    2. Oftentimes, templates come pre-populated to help you get started.

Enjoy your Wrike templates!