Moving or Duplicating Custom Item Types
I think it would be helpful to be able to move and/or duplicate Custom Item Type templates. Right now, if I make a template in a space, but then realize after using it that it needs to be account wide, I have to recreate the CIT template at the account level and change the item type of anything already created at the space level to the new one. If we could move the CIT templates from space to account or space to space, this could be avoided.
Additionally, I would like to be able to duplicate the CIT templates with all the settings/fields. I need to make a bunch of different CITs that are all very similar; workflow, visible fields, custom fields are all the same. The only difference is when filling out the custom fields. It would be much quicker to create CIT if I could duplicate the templates.
I would like to be able to fill in the custom field in the CIT template as a default setting when using the CIT, duplicate the template, change the title and custom field entry, and repeat.
Thank you for sharing such detailed feedback in relation to custom item types Claire Findlay! I will pass it on yo our Product team shortly.
Welcome to the Community 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Yeah I was surprised this wasn't possible. I was looking into changing over from Blueprints/Tasks to custom item types for my intake forms that load tasks based on options chosen, but I can't pre-populate custom fields in a custom item type (or Blueprint), nor do subtasks created through a form take on the properties of the main task.
Custom item types were nice because I can customize what fields show based on the type of deliverable chosen - one of the pain points in our workflow is every custom field shows up for every task. But not seeing a solution that works for my needs yet - I'm stuck with a folder called Templates with pre-populated tasks in there.
Thanks a lot for sharing your use case in detail Austin Headley, this is very helpful, I'll be sending your feedback to our team responsible for custom item types 🙌
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
To duplicate stuff is one of the core function of wrike in the build phase. I was really suprised that was not implemented with the CITs. Now I have to do the same steps several times. I hope at least with the API function would that be possible.
Hey Lukas Flatz, I'm now checking with our product team to see if there are any updates on the the topic of duplicating custom item types. I'll let you know if there is any news 👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi folks, I checked with the team now - they would like to do this in the future, but for now, it's not on the roadmap yet. We'll keep you posted!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
The ability to duplicate an existing item type would be a big time saver for us as well.