Adding Project/Task Lead field to tasks

Our Wrike workflow has been designed a bit differently than the norm. We use Tasks as deliverables or projects, we do not use Projects (because it was easier for the team to see all of the deliverables a department has requested as a list of tasks. (Departments are Folders, and the tasks within are projects & deliverables). 

lf there are multiple deliverables in an ask, we use subtasks and the top level task becomes a "Folder" (which is assigned a custom workflow status as such, so that we can filter it out of reports). 

Because we don't use projects, my current way of knowing who the project lead is, is to assign the lead to the task itself, along with the other people working on the deliverable. It works fairly well, however, it would be ideal if tasks could have their own "project lead" field (or call it "task lead") that would allow me to + add people similar to the assignee field, and separate the information for better reporting and clarity.

Screenshot below of our setup, for reference:

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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 expert with Wrike Discover

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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

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?

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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

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 👍

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Stephen, can you tell me where this is at?

We just had a discussion about this exact topic today.

Thanks

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Hey Brian Endicott, thanks for reaching out! Our team have recently released Job Roles that are a part of the Wrike for Professional Services package and Wrike Resource add-on. https://help.wrike.com/hc/en-us/articles/360035989794-Job-Roles

Could they help? It would also be great if you could share details on how you assign work now 🙂

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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