Task Template

Would love the possibility to create new tasks based on template. Not by duplication. 

This could perhaps be a button / arrow next to "New Task". And you get a drop down with available task templates to choose from. 

Possible features:
- Set all task settings, like description, assignment, date etc. 
- Create and assign Task Template on administrative level.
- Assign different templates og projects and folders. 

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Anastasia

Hi Vegard! I think that choosing task templates from a dropdown is an interesting idea. I think that in most cases, this can be achieved by filling out a Request form, since you can easily ensure that tasks follow a similar structure and include the same set of info there. Have you had a chance to try that out? What did or didn't work for you there? Would love to hear your thoughts on this1

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It would be helpful if we can have the option to chose from a template when creating a new project.  We have a Project life cycle process and I need to create a template based on it. So my team can select the template when creating new projects.  I find duplicating a project approach is strange and its not linked in any way to the workflow Wrike made available to when creating projects (i.e. clicking the + sign and select Project)!

Rafa "Even perfection has room for improvement"

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Anastasia

Ralph, thanks for your input! Do you think you'd benefit from Project templates more if there was an option to create a Project from a template when clicking the plus sign?

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Hello Anastasia,

Certainly.  One good workflow Wrike can consider is:

When a user click on the + sign and select Project, in the "Create a project" dialog box is able to create a new clean project or select from a template.  These templates could be Wrike predefined or user predefined.  The user should be able to create/ modify and delete templates and also assign them with meaningful title so the end user can choose the appropriate template.

Kind regards

Ralph

Rafa "Even perfection has room for improvement"

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Hi Ralph, jumping in for Anastasia here, those extra details are helpful, thank you!

Stephanie Westbrook Community Team at Wrike Become a Wrike expert with Wrike Discover

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For us, the Request Form approach is overkill for situations such as having a template task that we use for a specific type of team meeting internally, where we have the standard agenda in the task (template) description and we just want to be able to quickly create a task based on a template, without having to go searching for where we have stored that template in the folder structure, and then duplicating that. That's *way* too many clicks/steps and too hard to train staff in what to do — it should be two-clicks-simple to create a task from a task template, directly form the new task button/link.

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Agreed with MC and Ralph. It would be a great workflow improvement to be able to create a task, then click a drop-down menu that lists templates we've made and fills out the description with said template. This would work better for us than a request because editing and manipulating the description is less finicky than typing into a field in a request.

 

For example, it could be used to pre-fill the task with our template for taking meeting notes, then it could be assigned, scheduled, and prepped for the meeting, then notes could be taken in the task when the meeting begins. If we used the Request feature, I would have to keep that open in another window, and no one else could manipulate it until I submitted the request. The workaround there would to be filling out a request form without any information that fills out the needed headings for our meeting notes template, but submitting a request form just to end up with a task formatted correctly is a complicated workaround. Other options would be always having a template task open in another window to copy/paste (additional work, unintuitive to keep that open for that purpose), or having duplicating that same template task each time it's needed (takes time to go find it, and duplicate to the right place.)

Anyways, that's my two cents!

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+1 for this

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+100 for this

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Stephen

Hi all, I'm wondering if you have tried Blueprints as a solution to this request? This is a Labs feature which enhances task and project/folder templates.

Would like to hear your feedback 👍

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Hi Stephen! 

From the documentation that looks like the feature we are looking for. Hit me up with a Business account and I'll give it a go 😉

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@Vegard Hey, I've contacted your Account Manager about this, he'll be in touch with you shortly 🙂 Please pop back here to share your experience with Blueprints with the Community 🙌

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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So we have tested with the Blueprints, and it give you a "create from blueprint" that does not duplicate the task with "copy of" in front of the task. However, you still have to choose the project to send the task as well as check/uncheck boxes around what to copy/reschedule etc. It's definitely a step in the right direction, but going back to MC's comments, it's still a bunch of steps, and you search for the task blueprint within your folder structure. Ideally it would be awesome to have a button next to "new task" for "new task from blueprint" and you quickly add the tasks from your blueprints. This will make creating projects much simpler, quicker, etc.

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Have to agree here - blueprints are clunky, especially if you are a department head trying to schedule out a bunch of activities for staff. Best to be able to stay in the environment of a single folder or project and add tasks within that space with the option to customize via blueprint or template.

 

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@Nicholas Hey, this for your comment! If you could provide more detail about your processes, I'll be happy to discuss 🙂

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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This is VERY important. Please help us streamline our processes. Thank you!

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I'm also looking for this feature, to make it easier for my tech team to create tasks matching the standards we have set for tasks.

Example:

  • We usually have a clarifying description on the task, with some given points that should always be there.
  • We have a subtask for backend related development.
  • We have a subtask for frontend related development.

Current solution:

  • Here we have to search for our template task.
  • Duplicate it.
  • Rename it.
  • Find it and move it into the correct space + project + status.

Better solution:

  • You set a default task template for a project.
  • "+ New Task" button in a given column would simply create it with the right name and structure.

I hope you'll consider this solution. It would remove a tedious repetitive administrative part of creating a task, which usually results in a developer skipping it, and create a much more shallow task instead.

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Hi @Frej, thanks a lot for providing an example! For now, the solution for this is Blueprints - can you please share your experience with them if you've used them? Thanks!

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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A template task would work well with the action, "add subtask," in the request form.

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Hi Lisa (and everyone else 🤓)

Just wanted to let you know that we have now thoroughly tested Blueprints and it solves almost all of my initial feature requests. 

  • It's easy to use and organize
  • Love the right-click feature "Add from blueprint"
  • Great possibility to reschedule task and title
  • Smart solution for title prefix for subtasks and folders

Suggestions:

  • To have the possibility to add/edit assignees upon creation would be great
  • You should be able to create task from blueprint from within a project/folder. Example workflow: Click on New task -> Field appears "Enter name or select from Blueprint" -> Same dialog opens, and you can now search for tasks within the Blueprints-folder. Or tasks should be included in the search field in the existing dialog.
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Thanks a lot for your feedback on Blueprints, Vegard Strønen

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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Features needed to make Wrike Useful for Agile teams

I am trying to run a virtual Kanban for my agile team using Wrike, since we are already Wrike users. (The alternative if this is not possible would be to use and pay for a different tool, which is not ideal)

It would be great to have a predefined task template per project (or multiple tasks), where the structure of the contents of the task have been predefined, so the user only needs to fill in the blanks. I would like to have this in order to enforce a "user story" type of format for all my tasks.

 

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Hi Jose Davila, thanks for sharing your use case here also. 

I've passed this on to our Product team. If you need help with anything else let me know 👍

Elaine Community Team at Wrike Become a Wrike expert with Wrike Discover

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