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Adding Project/Task Lead field to tasks

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    Stephanie Westbrook

    Hi Austin! Asking a follow-up question here :) So in that scenario what would be the difference between an assignee and the Project lead? Would both fields be used?

    Stephanie Westbrook Community Team at Wrike Let's get to know each other a little better! Introduce yourself 👋

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    Austin Headley

    Hi Stephanie! The assignee in our workflows is the designer/coordinator, and the project lead is the project manager/creative lead. Two separate roles/functions -- we would definitely use both fields for every project as no project is worked on without 1 of each actively on a task.

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    Stephen Orowe

    Got you Austin. This idea got me thinking 😊 Perhaps expanding assignees feature with specific 'team roles' on tasks/projects could be a good way of managing people's responsibilities. Thanks for sharing, we'll be sure that this post is exposed to the Product Team.

    I think, for now, the best way forward is to create a text Custom Field and add the project manager/creative lead's name there for reference. It's not ideal I know, but you could still see/filter it in Reports so it might help for now. What do you think?

    Stephen Orowe Community Team at Wrike Let's get to know each other a little better! Introduce yourself 👋

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    Austin Headley

    (Edited )

    Hi Stephen, 

    That could work! As long as it were something you could filter/dashboard with, that would be super helpful.

    Custom field option isn't the greatest because I want the feature for dashboarding and ability to filter similar to assignee functionality. And custom fields don't have as much use traction because it's a bit buried in the UI.

    I think we'll stick to adding to assignee field in the meantime! But thank you for looking into this.

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    Stephen Orowe

    I totally understand Austin. The suggestion is in the right place now and the Product Team will see it so if there's any future update I'll be sure to be in touch. Thanks for getting back to me 👍

    Stephen Orowe Community Team at Wrike Let's get to know each other a little better! Introduce yourself 👋

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