Automation for description

Hello,

An automation would be very helpful what copy and update main project's description into subitem's description field. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
3 comments
Hi Zoltan Komaromy welcome to the Community! May I please kindly ask you to elaborate a bit more on your request so we can better understand your case? Currently, it is possible to automatically create subitems or subitems from blueprints via automation rules. Is this something similar to what you are trying to achieve?
 
Looking forward to your reply!

Juan M. M. Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Juan M. M. Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Juna, 

I have Production blueprint project what contains few tasks (designing, manufacturing, packaging etc).

I would like to write the details (size, printing colors, qty etc) into the main project's description and it should copy into every tasks' description.

Why it would be good? 

Because every department check their assigned task (for example packaging) only and would know the details about project. 

At this moment they had to open the main project for infos. 

I hope you understand my opinion. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Hi Mike, thank you for the additional details! A workaround for this would be to create a Text type custom field called "Description" or similar, include the relevant data into the field and then copy this information to the tasks by dragging the corresponding cell in the New Table View.
 
Would this be an option for you? If you have any additional questions, please let us know 👍

Juan M. M. Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Juan M. M. Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Automation for description
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post