Join us on the Road to Efficiency, streaming worldwide November 8-9. Register now
Contact Sales
Log in
Log inContact Sales
All templates

Operations Templates

Engage a wide range of templates to make operations run smoothly, from employee onboarding and offboarding to attendance tracking — and everything in between. 

Retail Trade Template

Project management

Retail Trade Template

Wrike’s retail trade template helps users manage e-commerce projects and create custom internal processes and workflows for various team members.

Attendance Tracker

Operations

Attendance Tracker

Get full visibility of your employees’ attendance, accurately tracking sickness, holiday, bereavement, and unauthorized absences. Wrike’s attendance tracker aligns with your internal policy and provides accurate data.

Business Model Canvas

Operations

Business Model Canvas

See each area of your business in one place that is easily digestible. The business model template from Wrike clearly outlines everything you need in one centralized hub that can be shared with other stakeholders.

Business Operations

Operations

Business Operations

Increase operational speed and excellence with this Wrike template to scale project planning, increase collaboration, and gain real-time visibility. Streamline requests and communications across teams and channels, improve project alignment and prioritization, and track progress for on-target delivery.

Commission Tracker

Operations

Commission Tracker

Easily monitor and calculate commission payments for each of your employees with Wrike’s commission tracker template. Ensure accurate payment requests are submitted to your payroll department.

Employee Onboarding and Offboarding

Operations

Employee Onboarding and Offboarding

Streamline your new and departing employee processes with Wrike’s employee onboarding and offboarding template.

Employee Vacation Tracker

Operations

Employee Vacation Tracker

Track and monitor all of your employee vacation requests in one place so you can approve or respond to them quickly. The Wrike employee vacation tracker is fully customizable, sends automated notifications, and allows you to assess requests with ease.

Facilities Management

Operations

Facilities Management

Streamline your facility requests and resources with the robust facilities management template from Wrike. Improve communication across projects, monitor the finer details, and see everything in one accessible space.

Invoice Tracking

Operations

Invoice Tracking

Wrike’s invoice tracker helps you to better manage the multiple invoices your business sends and receives. It’s fully customizable, so you can add notes to each invoice, assign responsibility to your team members, and categorize by priority of payment.

Monthly Budget Tracker

Operations

Monthly Budget Tracker

Categorize your company expenses and monitor monthly spending with Wrike’s robust budget tracker template. Ensure you never go over budget again.

PBC Audit List

Operations

PBC Audit List

Wrike’s PBC audit list template helps you gather all the documents required by external auditors, track deadlines, and monitor the entire process with ease.

Sales Operations

Operations

Sales Operations

Increase sales productivity with this Wrike template to streamline processes, increase alignment, and reduce friction, so sales and account managers can focus on winning deals.

Vendor Management

Operations

Vendor Management

Streamline your seller information with Wrike’s vendor management template. Keep all important vendor documentation in one secure hub and successfully maintain your external working relationships.

Work Requests

Agile teams

Work Requests

Simplify your processes and streamline your workload with the work requests template from Wrike. Categorize and prioritize tasks to make sure your team never misses a deadline again.

<p>Ready to try Wrike templates?</p>

Ready to try Wrike templates?

Free 14-day trial. Easy setup. Cancel any time.

<p>Ready to try Wrike templates?</p>