Automation Actions: Date Fields

It would be amazing if an automation action could be added to update Start Dates and End Dates. For example, we have tasks that need to be done annually, based on the completed date. Example:

Trigger: When status has remained unchanged for 9 months

Condition: Status is a Completed status group

Action 1: Update Due Date to Completed Date + 12 months

Action 2: Update Status to Review Needed

There are many other times this would be helpful like if a status is changed to Delayed, Due Date extends by 2 weeks.

Upvote 51
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
13 comments

I agree with this!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I agree with this!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

this would be so helpful to have 

 

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Lynn Graham,

it's a strange idea for me to change tasks that are marked as completed into active again. Why don't you use recurring tasks for this? If you have to do the same tasks more often, it still remains every time a new task. I think it's totally confusing and messy if you would reactivate completed tasks for something like this.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Florian Kislich Hello,

One of the main challenges we have to work around in Wrike is that a majority of the people in our account are collaborators, which means they cannot manage their own tasks beyond the basics (status, comments, etc.). We have several governance processes that utilize an annual review cycle that include task-specific information in the description. We need to have a running record for each task, so recurrent tasks would hinder this. Additionally, we need to be able to see how often items in governance need updates off-cycle (more than the annual review cycle). Lastly, the folder also acts as a repository, all items must be available to view at any given time.

I am open to suggestions about this process; however, being able to change due dates as an automation action has other helpful implications beyond this one scenario.

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

This would be a very helpful automation for our Teams!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi everyone! Lynn Graham thank you very much for creating this post, I can see it's becoming a popular one very fast 🤩

Thank you all for adding your votes, I'm passing your feedback to our Product Team 👍

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

Juan Wrike Team member Become a Wrike expert with Wrike Discover

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Yes, Please add this to the automation actions. I would also like the ability to change a date custom field. Especially based on duration or +5 days from creation date. This would help solve so many roadblocks! We need dynamic date automations. :)

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

Noted, thanks for sharing Crystal Fugate, we've passed it on 🙂

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

Elaine Wrike Team member Become a Wrike expert with Wrike Discover

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

Another request came through for something similar: Change dates in automation – Wrike Help Center

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

Lynn Graham I have been hoping for automation of dates for a while, hopefully they will add it soon.

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

This seems like an obvious one to should be included, especially for tracking and following up of various tasks. I added an upvote, hoping to see it move into investigating soon.

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

Thank you for adding your support to this feature Justin Cisney, we'll keep you updated if there are any changes 👍

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

Juan 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 Actions: Date Fields
[this list is visible for admins and agents only]

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