What can we help you with?

e.g. Gantt chart, Creating tasks, Sharing folders

28 comments

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    Stephanie Westbrook

    Hi Dennis, welcome to Wrike :) When youย create a task from the My Work section, that task is automatically assigned to you.ย 

    Tasks created via Requests can also be auto-assigned to specific users but those are available on our Business/Enterprise plans.ย 

    Stephanie Westbrook Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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    Dennis Lee

    Ah, thanks. There's no way to auto-assign tasks created from within the Project pane then, I assume?

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    Gail Gardner

    Hi Dennis,ย 

    If you create custom formsย using "Account Management", "Request Forms", +New Form, you designate what folder they appear in and which team person is assigned.

    Users then click the + in the green circle next to the Wrike logo, choose "Request", select and fill in the appropriate form.

    Look to see if you have the + in a green circle on the front side to see if you have that feature in your account. We are using Wrike Enterprise, so I don't know what features are available in other plans. ย 

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    Stephanie Westbrook

    @Gail, great answer!

    ย 

    @Dennis, Yes, you have it right: there's no way to auto-assign tasks created from any view other than My Work (or Requests).ย 

    Stephanie Westbrook Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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    Watson Davis

    I'd like to piggyback on this and say that it would be a really nice addition to have the option for tasks to have some defaults set.ย  Personally, I'd like my tasks to have a default assignment but also for the Work Weekend option to be defaulted to on as well.

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    Anastasia

    Hi Watson, thank you for sharing! I wanted to let everyone know that I've added all of the ideas from this thread to our internal product feedback :)

    Anastasia Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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    Gail Gardner

    Watson, you know you can change the calendar to have weekends as work days by default? I'm not sure if you meant you always wanted that to be an option or only for a specific tasks.ย 

    ย 

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    Watson Davis

    Hi, Gail.

    ย 

    No, I've just started using Wrike this week and I haven't figured out how to set Weekends as Workdays as a default, yet.ย  If it's possible, I'd love to know how.ย  :)

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    Anastasia

    @Gail, thank you for pointing that out, great suggestion!ย 

    @Watson, as Gail mentioned, you can configure the working and nonworkingย days for your whole account from the Account Management page. You will then only need to enable the "Work on Weekends" option for those tasks which are scheduled for the custom weekends you choose :)

    Here's a screenshot of these settings:

    Anastasia Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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    David Weiss

    I'd like to take a moment to underscore feedback from Dennis Lee and Watson Davis. ย The bulk of my work is project-based and so is created in the Project pane. ย I'm a one-man operation and so having all tasks and sub-tasksย auto-assign to me by default would save an awful lot of additional clicking. ย Obviously this wouldn't be suitable for manyย organizations but it'd be wonderful to have as a Settings option. ย Thanks!

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    Anastasia

    @David, thank you for sharing your use case! I have a suggestion which could potentially save quite a few clicks: with the help of the Mass Editing feature, you can select all tasks in a Folder/Project and perform actions (such as task assignment) in bulk. Would this option work for you? Happy to answer any questions about it :)

    Anastasia Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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    Beat Z'graggen

    Any plans to implement default task owners yet? It would e.g. be helpful to be able to have the project owner as default task owner if nobody was assigned to a task. If somebody creates a task in a project the project owner should at least be notified if nobody has been assigned to the task.

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    Anastasia

    Hi Beat, thanks for your comment! This isn't something we're working on right now, but it would be great to see this suggestion in the Product Feedback section, so that other users could add their votes to it for our Product Team to see.

    Anastasia Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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    Beat Z'graggen

    I added the suggestion here

    https://help.wrike.com/hc/en-us/community/posts/115000536485-Assign-a-task-based-on-its-folder-project-default-task-owner-

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    Paul Fox

    I'd like to reiterate what has been addressed so far in this thread. Having an option to define my own default assignee would be incredibly helpful. I was a little surprised that I canย auto-assign to myself by creating a task in 'My Work,' and I can automatically set the project by creating the task from within the project, but I can't do both. It seems to me that there would be far fewer uses for creating tasks assigned to nobody.

    Paul Fox We are what we pretend to be, so we must be careful about what we pretend to be. - Vonnegut

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    Dave P

    Our organization would also like the ability to designate a default assignee for a given Folder or Project.

    We have certain folders dedicated to the work of one person. Unless otherwise specified, all tasks in that folder should be assigned to that person.

    Hope you add this!

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    Stephen

    Hi Dave,ย completely understand andย thanks for posting.ย I wanted to check ifย the solutions provided byย Gail aboveย could work - soย you could use Request forms to create tasks and have an assignee andย Folder automatically specified.
    ย 
    Alternatively, like whatย Anastasia suggested, you could use mass editing to bulk assign to one person. See the GIF below which might help explain this. I like this solution as it's very quickย ๐Ÿ™‚
    ย 
    I know these are workarounds, but I think they're worth considering and would love to hear your thoughts on this. Either way, we're passing your feedback to the Product Team make sure you've +1ed the original post if you haven't already.
    ย 

    Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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    Dave P

    Hey Stephen, thanks for following up!

    I understand these workarounds, but none is a true substitute to the seamless automation we'd have with a default assignee feature.

    We'd find this really useful in keeping our folders/projects organized while keeping in step with Wrike's task management functionality.

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    Catalina Lopera

    I agree - that's a nice workaround, but it really does need the default owner if I'm creating tasks for myself - just makes sense!

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    Stephen

    Hi guys, I hear you loud and clear and agree with you, thank you for follow up!

    The Product Team are aware of the feedback and will refer to this post when the feature is being looked at for enhancements in the future. Your feedback will, as always, play a big role in those earlyย internal discussions ๐Ÿ‘

    Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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    Adam King

    I'd like to echo the sentiments here. Auto-assign please! Or at least some easy way of assigning to myself. Trello for example allows you to assign to yourself by hovering over a card and tapping the "space" key, and tapping again un-assigns it. Makes it fairly quick and painless.

    I primarily use Wrike in "Board" view, and switching over to "List" view to bulk select and assign tasks to myself is a pain, as is the ~6-click process of opening a card/task and assigning it to myself.ย 

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    Andy Hoebeke

    +1 forย auto-assign or at least self-assign suggestion. (1 click vs the current 2-clicks)

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    Andy Hoebeke

    Seen in product feedback section:ย 

    "keyboard shortcut control + shift + . (period) will assign a task to yourself."

    Works for me on the Mac desktop app. Simple enough to remember.ย 

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    Paul Fox

    @Andy: That's a very helpful shortcut, and I use it frequently. The issue is thatย I have to already be interacting with the task (creating, viewing, etc) to use that. When creating a bunch of subtasks, I have to either click into each one or change my view and bulk edit.ย 

    Paul Fox We are what we pretend to be, so we must be careful about what we pretend to be. - Vonnegut

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    Hรฅvard Lundberg

    +1 - This seems to be one of the biggest hurdles for our new team members coming onboard, who are used to other task based lists for their work where things get auto assigned. A simple setting in a folder, or just a default setting that all your new tasks gets assigned to the task creator would do.

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    Lawrie Smith

    This is a time waster for anyone who manages their own tasks.ย ย I'd love to assign tasks by default.ย  I can only assume there is a big technical hurdle for you guys.

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    Noel Howell

    I just started getting auto-assigned task from Wrike Bot today. I can't quite figure out where that setting is and why is just started, but If any one has any insight, let me know!

    ย 

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    Stephen

    Hey Noel, it may have come from a task created in My Work which auto-assigns you to new tasks you create there.

    Alternatively, if a Request Form can have an auto-assign feature. It also is auto-assign by status so someone has added you to a Status in a Workflow so you're automatically assigned at that stage.

    Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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