[Status: Not Planned] Recurrent Tasks - Recurring Projects - Management Area in Settings - and other recurring feature requests
One thing our team loves about Wrike is there is no single correct way to do something in Wrike. We gradually made the transition to using recurring tasks after recognizing we could save time and energy skipping request forms to streamline the process as recurring tasks for select items. This was a major shift since we were switching from request forms launching a Project from a blueprint to using a single recurrent task... aka we converted to the form launching tasks with subtasks so we could have consistent reporting to match the recurring tasks, confusing I know. I have since been informed by our Wrike success team it would be better to continue using projects if we intend to upgrade to Wrike Analyze. Which brings me to the recurrent task feedback:
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Add Recurring Projects: this would be a game changer since currently you can only manually create projects, launch from blueprint or use the request forms AND subtasks don't carry over in the recurring task.
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Manage Recurring Items Area: It would be great if we could manage all of the recurring tasks/projects (once available) in one place like in settings similar to the custom fields. Being able to update multiple related recurring items in one place would save a lot of time. It would also provide line of site into all recurring tasks as I have been asked to fix recurring items I never knew existed.
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Custom Fields Populated: While custom fields carry over, the data in them does not. This would be helpful to eliminate manual entry for custom fields that don't change on the recurring task... some examples in our instance are Business Line, Project Type, Benchmarks, Audience, Region... please help save me time from manually updating all of this just so the reports work. I would set up an automation rule to set the custom fields but that function isn't yet available either.
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Add Quarterly as a Frequency: Everyone has tasks/projects that are repeated each quarter rather than launch blueprints or request forms it could simply be Days before or after Quarter end. I know some industries have different quarter ends so it may be beneficial to set the Quarter end dates in settings.
- Set the workflow used for the recurring item: you should be able to set the workflow used for the recurrent task. I was told the task inherits the default workflow of the parent folder but I have seen time and time again what should be the default workflow for the task be overwritten, even if the recurrence is set up from scratch again with the correct workflow to match the parent folder.
I apologize as most of this feedback has been noted elsewhere in the community in one way or another. I thought it best to consolidate my thoughts rather than spread them throughout the other posts. The moral of the story is this recurrent feature has a lot more potential than its current capabilities and the above requests would be a great step to helping many Wrike users further streamline their processes.
Cheers,
Alex
Hi Alexander Fisher, thank you for posting your suggestions with such detailed feedback, it's really handy for the Product team. I'm passing your ideas to them now 👍
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
Hi Lisa is there any update on the recurring project feature?
Hi Samantha Davis, hope you don't mind me jumping in for Lisa.
Unfortunately, there are no updates at the moment in relation to this suggestion. When the post reaches 60 votes we'll be checking in with our Product team to assign a status according to our Guidelines and Statuses. In the meantime, may I ask if you've considered creating projects as Blueprints and duplicating them in the cadence you'd like to have them? You can also create a recurring task as a reminder. Please let me know if you have any questions 🙋🏻♀️
Thanks @.... yes, we use blueprints frequently. it seems redundant to have to create a project we know is going to recur every month, though. if we can do it with tasks, it would be very helpful for actual projects.
Thank you for getting back to me Samantha Davis. I've passed on your feedback to the team and will be sure to let you know if there are any updates🙋🏻♀️
I upvote the part about being able to make a task recur quarterly. Any update on that?
Hi Amy Emmert, thanks for reaching out!
No updates currently, but I've shared your feedback with our team. Please let me know if I can help you with anything else!
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
Upvoting recurring projects, would really like to see this here. Manual duplication of weekly projects is not an acceptable workaround, IMO.
For the quarterly task request, that has always existed. It is just set to repeat Monthly, but every 3 months.
This is the first day that I tried to do a repeating Project and I don't see that feature, so I guess I need to make a repeating task to trigger me to hand make a repeating project. We need the projects. Thanks.
Hi Jason Longo, welcome to the Community! Thank you for adding you feedback to this thread, I've passed it on to our Prouduct Development Team 👍
Please, feel free to explore our New to Community forum to fully leverage your experience with our Community 🙂
Hi, I'd like to put in extra feedbacks on this topic
The possibility of pre-filled descriptions as a template, and open up the ability to edit them before submitting and created as a new project
Currently it's very redundant for the team to create similar projects multiple times for different divisions and repeat a few times within the year.
As an idea, we have 11 markets, each with 6-10 divisions on Wrike, and projects may repeat 3-4 times a year. This is 400+ projects that they have to submit a super detailed request form vs a templated request form. And not mentioning the rest of ~4k projects they will create separately.
For us it's also an issue because collaborator licenses are very limited, i.e. duplicate projects, edit custom fields etc. as they are the main users on project submissions. While Regular license is too much to open up for them, we need something in between.
Hoping the developers can quickly get on to this because handling recurring projects is very common.
Thank you!
Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Rohan V Wrike Team member Become a Wrike expert with Wrike Discover
Upvoted.
Would love to see us be able to add recurrences to projects instead of just tasks. We often have biweekly, monthly, and quarterly projects like blog refreshes, audits, internal email sends, etc. and for now we have to create a whole bunch of them manually.
Thank you for upvoting and sharing your case, Anna Giacobbe! I will forward it to our product development team. 👍🏽
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Basudha Sakshyarika Wrike Team member Become a Wrike expert with Wrike Discover