Organize blueprint and Automation

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Hi!
I work in a web agency and oneof our main activities is to create websites for our clients.
To do this, we have structured a very full-bodied blueprint that encompasses all the phases, from the interview, to the briefing, to the graphic design up to development, testing and go live.


For each phase we use containers (tasks or folders) and inside we insert all the "standard" tasks with the activities we have to carry out.
Using blueprints is a great way for us to avoid recreating similar tasks for each project.

We now have a need, that is to be able to see the project divided by work department and we have 5 departments (PM, Graphics, Copy, Frontend Devs, Backend Devs).
Each department has a specific folder and currently I have set up an automation that, when a task is assigned to a person (who is part of a department), adds the task to that specific folder.


The folders of the 5 departments are within the same PROJECT where there are the tasks of the whole development.

Automation works, but for every website we launch I have to recreate the automation rules. I would like to create a rule that can apply to any site that we launch, and therefore the possibility of declaring a folder, which always has the same name, but relative to the project in which I am.

Do you have any advice on this?

Thank you

 

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6 comments
Spot On Innovative Approach Stellar Advice

I don't understand why you don't put the tasks in the department subfolders in the blueprint.
And if tasks are added manually after creating the project from the blueprint, they should be placed in the right folder directly.
What am I missing?

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Spot On Innovative Approach Stellar Advice

Hi Florian Kislich,

I use different blueprint and some task are already created in blueprint but with no assignee.

I don't understand why you don't put the tasks in the department subfolders in the blueprint.

Because I've some tasks that I'll create in second moment and I don't want to add the same task to two different folders. It's just to remove manual errors.

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Spot On Innovative Approach Stellar Advice

Hi Pietro

you are confusing me...

First you wrote your automation rule

adds the task to that specific folder.

And now you say

I don't want to add the same task to two different folders.

Your automation rule will exactly do this: Add the task additionally to the specific folder, so it will appear in two folders!

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Spot On Innovative Approach Stellar Advice

Hi Florian Kislich
sorry, maybe my english is not perfect.

In any case.
My need is to automate adding the task to a specific folder (but relative to the path where I am).

I have project A which contains a number of tasks and subtasks organized in such a way that it is easy for us to understand the whole project. Project A is created via a blueprint and I add it to a workspace in a folder named after our client's company name.

Now as we assign the tasks in the project, I would like that, based on the person's role, this task would also be automatically added to a folder (inside the project) named with this person's role. If he is a PM he will go under PM, if he is a backend developer he will go under Backend, if he is a frontend developer he will go under FRONTEND.

I can do this, by creating automations and specifying exactly what folders are inside a PROJECT. I'd like to, but I think it's impossible (at this point) to create an automation that can be good for PROJECT A, seen above, and tomorrow for PROJECT B that I will create as needed, without having to change or duplicate the automation rule.

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Spot On Innovative Approach Stellar Advice

OK, so you want to have each task in two folders, one organized by the project tructure, and the other one organized by assignees.

I think it would be much easier to achieve the second structure not by additional foders, but with filters. For exaple, you could add customized views to your project that shows all tasks assiged to a specific person. Or use dashboards.

Have you already considered this solution?

Florian

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Spot On Innovative Approach Stellar Advice

Thanks Florian Kislich,

your suggest make sense, but I need additional folders, because we have an integration who read timelog and takes, from the second folder some details to connect our wrike to our billing software ;)

Thanks

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