What can we help you with?

e.g. Gantt chart, Creating tasks, Sharing folders

Custom Fields - Data in Different Tasks/Projects

17 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stephen

    Hi Jennifer, thanks for your post!
    ย 
    There currently no way to move Custom Fields in this way, but there may be some workaround depending on how you're using Custom Fields.
    ย 
    For example; if each task within a Folder is using the same Custom Field value, it would be better to add the Custom Field value at the Folder level so then, from the Table View, you can easily see the Custom Fields associated with that Folder.
    ย 
    Alternatively, if you have Custom Field data that are particular to each individual Task, you could add the tasks to the Folder in the next phase. See the GIF below on how to add tasks to Folders.
    ย 

    ย 
    Another option I had in mind was using Custom Workflows instead of Fields. If those values are an indication of phases, it could work to create Custom Statuses to reflect those phases. Do you currently use statuses for something different?
    ย 
    Let me know what you think of the above options and once I understand a little bit about more about how you're using Custom Fields I can advise further. Thanks for posting!
    ย 

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Lauren Cooke OOO til 8.5

    It's silly that a subtask doesn't have the ability to inherit custom fields. The methods posted as "work-arounds" ย are dubious.ย 

    Is this helpful? 4
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Matthew Verkuilen

    agree with Lauren - in our situation we have folder level, a project level, and then a "sub-project" task.ย  It's cumbersome to NOT have the data follow down levels.ย  In other words if a custom field is entered at the folder level, it should carry down to the project level at a minimum.ย  If a project doesn't use that data or has different data it could still be changed at each level.ย 

    I've added a yes to the original post in the hopes that this could be added to a future build.

    Is this helpful? 3
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stephen

    Thanks for the input guys! I can see the benefits of having this feature. Your valuable feedback here is logged for review by our Product Team. If and when I have an update I'll post back here.ย 
    ย 
    Thanks for posting and votingย ๐Ÿ˜Š

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Holly Tomkins

    This is definitely something our team needs. We work by creating subtasks for different teams to complete a full project.

    It's very time consuming for us and our team, managers, etc, to keep having to copy and paste the same data to subtasks.

    Thanks
    Holly

    Is this helpful? 4
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Maddy Allman

    This will be useful for our team :)ย 

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Kendall Meyer

    As new users to Wrike, this is one of the first things that we are looking for,ย particularlyย because Meeting Notes it appears are often stored as Subtasks & we'd like Custom Fields to trickle down as well.ย 

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stephen

    This functionality is something the Product Team have been thinking about in regards to a larger collaboration update. It's a little too soon for specifics but this thread is helpful in steering those internal conversations. I'll make sure to keep you in the loop as new information is available. Thanks for bumping this post ๐Ÿ‘

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stacey Gill

    I really need to see custom fields from both the project and task in my reports.ย 

    We have a large amount of conditional custom fields that feed projects from request forms.ย  None of that information filters to the task

    So the custom fields are blank on my task report.ย  Every custom field has to be manually updated in the task to make it to the report.ย ย 

    Is there any discussion around this ?

    Stacey

    ย 

    Stacey Gill Munich Re

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Stephen

    Hey Staceyย ๐Ÿ‘‹ Sorry for the delay getting back here.

    Like many here, this a great use case and I've made the team aware of it. Unlike other examples here, are you simply looking for a reference to the Project's Custom Field, like a 'ghost field' to show on Reports for example or would you like the actual Custom Field entry in the Project to roll down into tasks?

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Mikhalina Dombrovskaya

    Hello there,

    Could you please provide an update as to whether this feature will likely be implemented soon? Our team would really benefit from this also!

    Thanks

    Is this helpful? 2
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Staffan Backman

    I would like an update in this errand. We are in great need of custom fields to be inherent in tasks that are recurrent.

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Diana Gonsalves

    Is there any update on this thread? Looks like multiple long threads are running on the same topic..

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Thomas Sleva

    Hello, I also would love to see this feature created. I upvoted the original post...hopefully this is implemented soon.

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Adam Zhu

    Is there any update on this thread?ย  hopefully this can be implemented soon.

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Lindsey Walters

    Agreed, I need the tasks to inherit the project level custom fields. Some of the reports I need are useless because I would have to add a custom field to hundreds of tasks per week.ย 

    For example, I need to run a report on assignees (task level) working within a specific medical content area (custom field). It's impossible to filter by specific assignees at the project level, so I would have to add this data to 30+task for hundreds of projects each quarter.

    My vote is to please make this a priority so I can actually get some use out of reporting. Right now my work around has been to turn custom fields into a folder and tag the group of projects I'm looking at to them so I can limit by parent folder in reporting. This is a highly tedious process that makes my Wrike folders messy and still creates reporting issues because of how the data is grouped.

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Mike Strassburger

    This would be very very helpful to us as well. We are constantly copying data from our "Projects" into the individual tasks. Is there any update to this?

    Is this helpful? 0
    Comment actions Permalink

Please sign in to leave a comment.

Folllowing List for Post: Custom Fields - Data in Different Tasks/Projects
[this list is visible for admins and agents only]

Community

Welcome ๐Ÿ––

Hi there! ๐Ÿ™‚ Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome ๐Ÿ–– Have you checked out this week's Release Notes yet?

Hey! ๐Ÿ‘‹ Curious about something? Visit How To to search and ask the Community for answers.

Welcome! ๐Ÿ‘‹ 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.