Managing feature definition

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Allison Chase

Hi there,

Our clients often need help navigating feature definition when rolling out new applications or reports. There's a lot of back and forth, often asynchronously, as we talk through what's needed and why. Once the planning is finished, notes are passed to the internal team for development/execution and then there's some iterative fine tuning with our client. 

For those in a similar situation, 

1) How/where do you have those scoping conversations? We tried Update by Email which is okay, but if someone forgets to reply all, part of the conversation doesn't make it to Wrike. We're using Gmail and there isn't another clean way to attach the conversation to a task.

2) Where do you collect that information as the conversation is happening? We tried updating a single sheet with info as it comes in but the process of relaying info isn't working for our team; we don't want to retype info from an email into another document each time it comes in. 

Any help/suggestions would be appreciated, thank you!

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Juan

Hi Allison Chase, thank you for sharing this question with the Community, this is a very interesting case. While we wait to see other member's replies, I'd like to mention the following options:
 
- Email Communication With External Requesters: your clients can send and external form to start the request and then include their replies (emails) to the task.
 
- Convert emails to tasks: if I'm not mistaken, this is the option you are using. If so, I assume you know already that you can also add tasks to specific folders/projects or edit a task description with this integration.
 
- Invite clients as collaborators to your account: a third option could be to temporarily invite your clients to your account with a Collaborators license, this way they will be able to comment on the tasks. Once the conversation is over, you'd simply need to delete them - this would be similar to giving the users access to a document for a certain period of time.
 
- Reviewing and Approving Files (for Guest Users): if you invite guest reviewers, you'll allow them to leave comments and suggestions in your files, without the need to invite new users to your account.
 
- Attach files from cloud storage apps: you can upload a file, stored, for instance in Google Drive, to your task and invite your clients to add the necessary comments to it. This way, you'll have the entire conversation in the file - attached to the relevant task.
 
I hope this information helps!
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Allison Chase

(Edited )

Thank you, @... . I'll review these with the team to see if any of them are helpful towards a solution for us!

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Juan

Allison Chase Happy to help!

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