TL;DR: Templates have gotten a major upgrade. You can now install templates into existing Spaces, not just create new ones, making it easier to test and adopt templates without adding extra Spaces. Recent improvements also include broader configuration support, Wrike Whiteboards in templates, custom Space naming during installation, and the option to exclude tasks when creating a template. Together, these updates make templates more complete, flexible, and easier to use at scale.
Hi Community! 👋
Over the last several updates, we’ve been steadily expanding what teams can do with solution and space configuration templates - making it easier to standardize setup, reduce manual work, and roll out ready-to-use workspaces that better reflect how your teams actually operate.
And what’s especially worth calling out here: many of these improvements came directly from customer requests, feedback shared with us.
What We’ve Recently Added 👇
In recent releases, we introduced several important improvements to Space & Solution Templates, including:
✅ Broader support for key capabilities
Templates now support Wider Coverage of Space Configurations
Previously, some important configuration details were not carried over when creating and sharing templates. Now, Templates support an even broader set of elements, helping teams preserve more of the structure, planning context, and setup details that matter.
The following items are now supported in Templates:
- AI Agents
- Effort field
- Planned fees
- Planned cost
- Budget
- Project Billing Type
- Custom field descriptions
- Workflow descriptions
- Workflow transitions
- The order of items in views is preserved in the template
Wrike Whiteboards in Templates
With support for Wrike Whiteboards in space Templates, it’s now possible to reuse whiteboard configurations across newly created spaces.
- When you save a space as a Template, any included Wrike Whiteboard is added to that Template.
- When the Template is used to create a new space, the whiteboard is created in the new space.
- References to Wrike items on the whiteboard are preserved and automatically re-linked to the newly created items.
This makes it easier to standardize collaborative planning workflows by packaging Wrike Whiteboards directly into your Templates.
✅ Space naming customization during installation
During template installation, users can customize the name of the new Space before it is created. New Spaces no longer need to be renamed after installation.
✅ More control over what gets included in a template
Exclude Tasks When Creating Space Templates
- When creating a template, users can choose to exclude all tasks.
- All tasks and task-type work items, including items created from task-type Custom Item Types, are excluded from the template.
- Space structure is preserved, including folders, projects, dashboards, workflows, custom fields, and other configurations.
- Task Blueprints are still included, so teams can begin creating work from predefined blueprints right after installing the template.
And now, the big release! 🥁
Add one or more templates to existing Spaces 🎉
- Try templates without adding extra Spaces
- Combine multiple templates to create a setup that fits your team’s needs
- Use templates more easily within different account setups
- Explore ideas while keeping work organized
- Move from testing to everyday use more smoothly
How it works
- Click Use Template
- Select the existing Space where the template should be installed
- Complete the installation
Note: Users will only see Spaces where they are a Space Admin.All installed Tools, Content, and Databases will be placed into separate folders. This keeps template content isolated from the existing structure of the Space and makes it easier to review, use, or remove later if needed.
Installed configurations are easier to find 🔎
- identify what came from a template
- group configurations created from the same template
- review installed elements more confidently
Example scenario
For example, the Marketing team might want to add the Digital Asset Management template and nest it within their existing Space.
Before this update, they would have needed to create a completely new Space just to try that template.
Now, a Space Admin can simply:
- open the template
- click Use Template
- choose their existing Marketing Space
- install the template directly there
The installed content stays organized in separate folders, and any configurations added by the template can be easily identified later using How created.
This makes it easier to test, adopt, and clean up templates without disrupting the team’s existing workspace.
Learn more in our Help Center article.
Why This Matters
Space and Solution Templates are becoming an even more powerful way to help teams get started faster with less setup effort while giving admins more flexibility in how they roll out standardized ways of working.
Taken together, these recent improvements help by:
- Making templates more complete
- Allowing for more granular configurations
- Making setup more flexible
- Reducing friction during installation
- Helping teams scale repeatable ways of working with greater consistency
This is especially valuable for teams that regularly launch new Spaces for departments, clients, functions, or repeatable workflows. Instead of rebuilding each Space from scratch, they can start with a consistent core setup that reflects their standard structure, processes, and ways of working. From there, they can add smaller, purpose-built templates to tailor each Space for specific regional, departmental, or local needs.
This approach helps teams strike the right balance between consistency and flexibility. The overall foundation stays aligned across rollouts, making it easier to scale and govern, while individual teams still have the ability to add the workflows, tools, or configurations that are most relevant to their needs. The result is an environment that feels structured, relevant, and ready to use from day one.
Keep exploring with Template Tuesdays!
We’re also highlighting templates in our Template Tuesdays series here on Community. In each post, we spotlight a different Space template, give a quick overview, break down the key details, and show you how to get started right away.
Be sure to visit our Solutions Corner to explore the series and discover new templates.
👋 Say hello to @Roman Andreev , he’s the Product Manager behind these improvements and will be actively following this thread. Feel free to direct your questions, feedback, or feature ideas his way! 😁
