Balance team workloads
See how work is distributed across teams to ensure an even workload. With Wrike’s RACI template, you can make adjustments with a few simple clicks.
Communicate with clarity
Wrike’s responsibility matrix template enables you to make clear tasks and objectives at the beginning of a project, creating total transparency.
Streamline each task
With full visibility from the start, Wrike’s RACI matrix template allows for streamlined projects and cohesion between individuals and teams.
How to use Wrike’s RACI template
Industry leaders agree that project governance is the number one critical success factor for projects, programs, and portfolios. Without an established template that allows the codification of resource roles and responsibilities, your team may fail to meet project goals, deliver on time, and stay within budget.
Take advantage of our RACI chart template’s robust features.
- Set up custom fields applicable to your projects
- Increase project visibility and update stakeholders with dashboards
- Summarize all your team’s work with reports
- Establish customizable workflows to increase work efficiency
To navigate and use Wrike’s RACI matrix template, follow the steps below.
Step 1:
Within the RACI space you will see the project, which includes pre-labeled folders (aka project phases) to help you organize and clarify the upcoming work. There are five phases: Initiation, Planning, Development, Testing, and Launch. Within these folders are tasks to get your team started faster.
Step 2:
Next, the Responsible role is covered with the person assigned to the task, and three custom fields (Accountable, Consulted, and Informed) help identify the current stage of each task, based on the respective user.
Step 3:
Multiple dashboard views (Project Manager and Team Member) provide a high-level overview of each user’s tasks. Each widget in the dashboards is configured so that it’s filtered by the current user.
Step 4:
The RACI report pulls in all the tasks that are within the project RACI along with any custom fields so that all stakeholders can see performance results in real time.
Make Wrike work for you
Wrike is the most robust and intuitive collaborative work management platform for client-side PMOs and internal IT teams. Our industry-leading features include:
- Cross-tagging
- Work Intelligence
- Custom request forms
- Time tracking
- Automated approvals
- Shared team calendars
Request a custom demo of Wrike today and see why leading PMOs across the globe trust their work to us.
The RACI model template is built for any type of project or program. It helps to identify project team member roles and responsibilities while expediting the communication between all teams to improve project outcomes.
Using the template, teams can establish a more balanced workload with an increased understanding of work expectations.
The template is free and users with access include those on Wrike Business, Wrike Enterprise, and Wrike Pinnacle.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the ‘+’ button in the upper-right corner of your workspace.
- Select ‘Space’.
- On the page that opens, hover over the use case you want and click ‘Preview’. You can use the search bar above the list to look for the required template.
- Now, you can see more information about the use case. Click ‘Select’ to create a space.
Yes, there are.
- To use this template, you need to have at least the plan or up. Check our plans here.
- This template is available only to account owners. Check your role in your account.
- To use this template, you need the following features available in your account: custom fields, dashboards, folders, projects, reports, tasks.
- This template is available in English only.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the template, feel free to reach out to the Wrike support team.