Add a check boxes to the Wrike task created by a Request Form
We have a request form that, for example, asks for a quote to be raised for a customer. Once the task has been created by the Request Form I would like to add a few check boxes to the task such as
* Quote Raised
* Quote QC'd
* Quote emailed to customer
* Customer responded
Is there a way I can do this?
Yes Tom Napier,
you can create a CIT (Custom Item Type) for this kind of request.
Then add each checkbox as Custom Field and move as visibile in Custom Item Type.
https://help.wrike.com/hc/en-us/articles/4409188763031-Custom-Item-Types-in-Wrike
Hello Tom,
The easiest way to achieve this is by having the request form create a new task from blueprint. Just create a blueprint with the needed checkboxes.
Alternative ways to solve this would be a custom workflow with the corresponding statuses as you describe or you could use a custom item type with a custom field that also has the possibility to select a value based on your described statuses, either with checkbox fields or single select. These options would make your requests more filterable, trackable and reportable