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Adding Project/Task Lead field to tasks

4 comments

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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 Become a Wrike Community Black Belt🥋

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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 Become a Wrike Community Black Belt🥋

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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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