Sam Zoloth

July 13, 2017 21:23

Request Forms Launching a Project + A Task

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We use request forms to both manage incoming requests from clients internally and to give status updates on those tasks to the client. 

I know you can set request forms to automatically create either a task or a project from a template, but I wonder if there's a way to do both / multiple? 

Then end goal is creating one space where the client can stay up to date on our progress without having to see all of our internal chatter, and have another space where our internal team can communicate without confusing/annoying the client. 

What would be the best way to accomplish this in Wrike?

Thanks!

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  Anastasia

  July 17, 2017 17:35

  Hi Sam, thanks for the detailed post! Just one thing I wanted to confirm: do you want to trigger the creation of a Project populated with tasks, or the creation of an independent Project, and an independent task in a different location? If you're looking for the former, this is possible when choosing to create a Project from a template which has been populated with tasks initially. Happy to dive into the details, let me know which option you were looking for! :) 

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  Sam Zoloth

  July 17, 2017 18:14

  Hi Anastasia,

  Thanks for the response -- what I'm hoping for is a version of the latter (the creation of an independent Project, and an independent task in a different location). If it's easier, it can create two independent projects, or two independent tasks. As long as the things being created can be in two different folders we'll be in business!

  Let me know if this needs any more details / clarification.

   

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  Anastasia

  July 18, 2017 09:17

  Hey Sam! Got it, that makes sense. I would really love to learn the processes this would be used for!

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  Kevin Richardson

  February 14, 2019 23:13

  I totally concur that being able to create a task and/or project in 2 different locations with 1 request form would be awesome!   Please add this.  The possibilities would be endless. 

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  Lisa

  February 15, 2019 10:38

  @Kevin Hey, thanks for bringing that up 🙂 I'm going to move this thread to the Product Feedback section so that other Community members could +1 it. 

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