Add Due Date to Sub-item

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John Blom

I have a request form that generates a marketing project. Within the form, there are several single answer or multiple answer questions that, if selected, add additional sub-items to the project. For example, a question asks 'Do you want us to create a flyer?' and if 'yes' is selected, that is added as a sub-item to the project. There is also a due date question which establishes the due date for all items in the blueprint.

The problem I am facing is that when sub-items are added from the single/multiple answer questions, the due date does not get established. I've tried to find an automation that can do this, or find a way for the form to add the due date to the additional sub-items, but have not found a way. Any suggestions?

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Basudha Sakshyarika

Hey John. Happy to see you in the Community! 😊
 
I tested this out, and here are the steps you can follow to set due dates for created subtasks:
 
  1. Start by creating blueprints for the project and the subtasks with appropriate durations.
  2. Then, create the project from the project blueprint. Use the reschedule option to adjust the main project based on, for example, the due date of task completion.
  3. For single/multiple answer questions, use the branch option with the relevant choice to create a subtask from the previously created blueprint.
Now, when a new request is created, the dates of the subtasks will automatically adjust according to the main project's due date. Please try this out and let me know if it works for you.
 
If you have any follow-up questions please feel free to ask!

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

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