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Giving Sub tasks automatic workflows

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    Stephanie Westbrook

    Hi Lee, that's a great profile picture! 

    I think this request might be related to another community feedback post on Custom Workflows. If that sounds like what you're looking for do you think you could add a plus one there? I would love to hear about the difference between how you use task and subtask workflows. Do all of your subtasks normally follow the same workflow?

    Stephanie Westbrook Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Peter Rosenthal

    We have a need for this as well.  We use high level tasks to manage various things through workflows such as change orders, operators manuals, and supplier qualification initiatives.  It is very helpful do use board views and domain specific workflows to visualize these items as they move through their workflows.  Each item though needs to be supported by  some number of subtasks.  These subtasks should go through their own workflow (designed to manage tasks.). It gets awkward to ask our users to manually assign every subtask to a new workflow when created.  I would like to see a useful workaround and a commitment to add some sort of feature like this.  I think the discussion about a board view for projects is quite connected to this discussion.  It speaks to the need to follow top level items through customized workflows, but support them with tasks following a more typical task workflow.

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    Andriy Vertseshuk

    @Lee Maclennan

    We have a workaround. But it needs additional standardization of your project approaches.

    We use projects created by request forms from templates.

    In the template you may choose any status from any workflow as predefined status.

    If you need different active statuses from the same workflow you may choose them as well.

    It is more convenient to choose completed/canceled statuses instead. Such choice will create a drawback. After project creation all task will appear in the first active status in their respective workflows.

    Attached pic shows project template with tasks from 2 different workflows and 10 different predefined active statuses.

    Hopefully this will be helpful. Also I'd like to mention that approach standardization makes a lot of thinks easier in general. There is still some degree of flexibility but standard makes everything more predictable with less vague boundaries.

     

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    Eric G

    3 years and counting...

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    Hugh

    Hey everyone, apologies for the delay in response here.
     
    The Product team currently have no plans to implement this feature into Wrike. I understand that this will come as disappointing news, but rest assured that your feedback has been shared with the team, and if there are any changes, I'll be sure to let you know.
     
    If you need anything else, I'd be happy to help.

    Hugh Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Louis-Félix Cauchon

    If you could just make it that If I select a default workflow in a folder, the subtasks use the default workflow and not the parent task workflow, it would be really great! If there is a way, please telle me! :)

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    Lee Maclennan

    HI everyone

    Wow, I had no idea there were comments here until today.

    @stephaniewestbrook thanks, no we normally do not use the same workflows for tasks and subtasks. Usually one task is a container for a large number of subtasks, these subtasks can relate to 3 different teams with differing needs.

    @andiryvertseshuk that is a very helpful hint, thank you.

    Hugh thank you for the response

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Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.