Wrike Job #s for Projects/Tasks/Subtasks
Hello!
Our Marketing team is currently using one request form to submit projects that will have various different tasks. We are using a Wrike Integrate recipe in Workato to create a specific job # and add that to the title of a project along with the business unit as well as to each task/subtask. We've run into a lot of issues lately where the recipe is duplicating the added job# and business unit in the title and the subtasks. Which then causes us to manually fix those issues.
How are other Wrike Users handling adding a custom job #/naming of their tasks? What's the best practice in this case?
Hi Jovana Rodriguez that is a tricky one! Currently most of our request forms ask requesters for a title of their request and in the helper text we provide a guide/example that lines up with our naming convention. This does not solve issues of using job numbers though. I believe our teams that use job numbers have to manually update the title of the project after submission - which is probably not ideal but has worked so far. One feature I would love would be the ability to bulk update the prefix for tasks as this would help a lot!