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Create workflow templates with variable dates (N+days)

5 comments

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

    Hi Sholto! That's a great question, thanks for posting it here. Something we usually recommend for templates like that is using the "Deferred" status after you've set up the template with dependencies. Deferred (on hold) tasks don't appear in to-do or overdue sections and widgets, so they won't clutter up your views. To do this:

    1. Create a template/workflow Folder.
    2. Add all necessary tasks and connect them with the required dependencies.
    3. Using Mass Editing, set all of these tasks to a deferred/on hold status.
    4. When a template is duplicated, all tasks are automatically set to an active status and scheduled according to the option you select from the duplication menu.

    Check out this conversation about duplicating dependencies for some more info, and let me know if you have any further questions! :)

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

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    Sholto Macpherson

    That's brilliant, thank you. Will try it out.

     

    Sholto Macpherson DigitalFirst.com

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    Alana Hope

    (Edited )

    can you set dependencies using custom workflows? It is unclear what this does in workflow settings: Only allow transitions to the following statuses. It sounds like we can specify what status must be completed before the status can change.

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    Stephen

    Hi Alana, it sounds like you're referring to Fixed Workflows. This doesn't really relate directly to task dependencies, instead, it's about setting the Workflow so that you can choose to move from predesignated statuses you've chosen. This stops people working on tasks to move to incorrect status.

    It would be great to hear what you're looking to achieve and I'll be happy to help ๐Ÿ‘

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

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    Diana Ascher

    This would be so useful! I'm using the workaround, but would much prefer to be able to program in the dates using n +/-.

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