Project Templates, Folder Names and Task Location
We use pre-defined project templates in our workflow. They all follow the same structure, with the same folder names, high level task names etc. We use this structure as a checklist / tracker for our design process.
When we add project specific sub-tasks to these various folders and tasks, there is no way to view exactly which project each sub-task belongs to. You can hover to see this (in some views, not all...calendar for example) but this isn't intuitive enough.
For example, we may have several projects with folders named something like "Prototyping", "Development", "Project Sign-Off" etc.
Within these folders we may have tasks such as "Get Quote", "Develop Drawings" and "Approval".
If we have 8 projects running, with all of these sub-tasks - I would have to go looking for the correct "Get Quote" sub-task, which is a trial and error process.
Project labels may help, project-specific color coded bars on the gantt charts may also help. Concatenating the project Folder as a prefix to sub-tasks may also help (if you could intergrate this into a template).
Thank you
I have exactly this problem.
Same here! Has anyone heard from Wrike on why it doesnt give you the root project and/or folder before the sub folder so you know which one you are choosing?
Also have this issue. People assigned to one type of task will not easily see the project name unless they search for it. For my team, it's maybe 50 projects per week with 4 or 5 different types of tasks for each person.
Hi Wendy Savin, welcome to the Community 🙂 Thank you for reaching out!
When looking at a subtask while in the task view, you will see parent task above the subtask's name and parent project, folder, or space under the subtask name:
Does this help you?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
One more point: in the blueprint it is only possible to add a suffix, not a prefix.
This would solve the problem, since when creating a new project from a template, we could insert a proper prefix (e.g. Project Number) to find out immediately to which project the same task or folder relates to
Hi Massimiliano Mangifesta! It's now possible to use Wrike's Automation to add prefixes, please see this Community post for more details. Can this help in your case?
Welcome to the forums 👋
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover