Allow tasks to reclassify as people or resources (makes Wrike a CRM/resource management software)

I recommend giving the ability to reclassify a task as a person or a resource.  This would effectively making Wrike a CRM and Resource Management software.  Several of our departments are using what I would consider inferior software products because they are geared towards CRM or general resource management.  If Wrike had this ability, it would great open up options for implementation and it wouldn’t be that drastic of a change.

A person or resource could be given the following properties:

  1. They would not follow the normal workflow
  2. They could both be given a separate, custom workflow
  3. If people and resources could even have custom task panes, that would be great!
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Anastasia

Hi Dustin, thank you for sharing this, we're really eager to hear feedback around this topic! I wanted to share a couple more similar posts in case you're interested in checking those out too:

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I agree with Dustin above.   Each project that we work on (event management) has its own set of external contacts - suppliers, contractors, authorities.   It would be great to be able to set these contacts up inside Wrike so that contact lists could be filtered and exported and included in the various manuals that are produced.  The only way I can imagine doing it at the moment is to set them up as Assignees, which is not what I want to do. 

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We are looking for something similar in that we want the contact information and the task to contact that person (email, phone call, etc.) all in one place instead of having the task in Wrike and the contact in a contact manager or having to copy the contact information over to Wrike every time. 

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Hi. We currently use Zoho CRM. To move from Zoho would mean Wrike would need the concepts of 'Accounts', 'Leads', 'Contacts', 'Potentials'.

Accounts - Names of companies that our business does business with, or would like to do business with.

Contacts - Names and contact details of people who are or have been pursued for business and/or who are customers.

Potentials, AKA Opportunities - Business Sales Opportunities.

 

Contacts work for Companies (Accounts). Potentials/Opportunities are related to Accounts.

 

On smartphone apps, the Contacts telephone and email details need to be available to the phone, for calling and emailing.

If you can do that (along with associated reports), we can move from Zoho to Wrike for CRM.

:-)

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We would also be very interested if you integrated CRM concepts into Wrike. We currently use Pipedrive and would move to Wrike.

 

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Has there been any progress on this front by the product team? Dustin's post is almost 2 years old 😩

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Contact Information for People whether they are customers, Suppliers, or other resources is still an important feature that is missing from Wrike.  I am trying to use the "Work Arounds", but when you try to get Wrike to do something it wasn't designed for its more difficult than its worth.  This is a great opportunity for Wrike to add more features to its products that are being requested.  

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Hey everyone!

I'm reading all your feedback here again, and it looks like these asks can be accomplished with a combination of using Custom fields for different types of tasks, contact information etc. and Custom Workflows for those different types of tasks. 

At the same time, our Product team is thinking of how they could potentially implement this for their longer-term plans. We'll let you know as soon as there is any news.

Thanks so much for all the provided feedback! 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Hi!

It has been 2 year again (almost 4 since the first post) and Wrike still could improve in that way. You can do using tasks and fields, but it is not a contact that can be linked to a project like a CRM should do.

Is there any solution already for this? 

Thanks!

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Welcome to the Community Clara Nascimento Silva 👋 Thank you for bumping this thread 🙂 There hasn't been a lot of interest from the Community here, but our Product team is currently working on a solution that should be helpful with this use case. As soon as we have updates on this topic, we'll be announcing them on the Community 👍

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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This kind of non-human management is something that my team would like as well. For manufacturing/testing we have machines that need scheduled and tracked. These can run at night and over weekends and holidays so they would need different working hours. MS Project does this for us in the past but it doesn't make sense to be using it anymore with Wrike. 

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Cansu

Hi Matt Moorland, welcome to the Community, and thank you for chiming in here. I've passed on your feedback to our team🙋🏻‍♀️

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