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.
- To get started, click on the plus sign in the top right hand corner of your Wrike instance.
- When the dropdown opens below the plus, click on the spaces button to navigate to the template gallery.
- In the template gallery, you will find a wide range of templates to choose from.
- 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.
- Hover over the template and click preview to understand what each template can do.
- To install the template, click the “select” button in the top right hand corner.
- This will engage a new template to be created in your Wrike instance.
- Oftentimes, templates come pre-populated to help you get started.
Enjoy your Wrike templates!