[Status: Backburner ⏳] Post-project review surveys

We have a lot of people submit their projects to our team via request forms, but no way to track project satisfaction once the project is marked as completed.

Our department productivity and brand would benefit from a survey being sent post-completion of our projects to the person who originally requested them so that we can highlight problem projects and see what we can do to improve upon them in the future.

I've even tried the Zapier integrations with other 3rd party tools, but there's no way to initiate a trigger to another 3rd party application by completing a project in Wrike.

Perhaps this could be something that utilizes custom fields down the line to minimize the cost of time to implement this in the future?

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Stephen

I'm surprised this hasn't picked up even more votes. This is a super interesting idea!

I've seen one solution that was undertaken by a creative team.

They basically created a form with some questions to gather feedback. So, when they completed a Task, they @mention the person who requested, and asked them to fill out the form and linked it in the comments. The first form question was to paste a link to the task for reference, and then followed up by 3-4 questions about the Task itself. This team used Google forms for this solution as they just wanted to gather high-level feedback data rather than create tasks from individual feedback, but either choice can work.

Admittedly, not ideal, but certainly something that might work for now. If anything is raised from our Product team on this I'll let you know 👍

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Any updates on this? It would be nice if we can have an option to generate a survey once a task is completed. 

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Hey Ronan Labitoria, thanks for reaching out! The team doesn't have it in their plans currently. If there are any updates, I'll make sure to let you know. 

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

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This feature would be very useful to our team!

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I agree, this is something my team is currently looking for as well. I've looked for other solutions outside of Wrike with 3rd party integration softwares or different survey platforms altogether, but would love to have it all in one place. Using Wrike for project management has worked well for our team and would love to have a survey trigger option when projects are completed to survey client satisfaction.

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Thank you for your feedback, Florencia Nicole Cavazos, and welcome to the Community! 🙂

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

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Any new updates on adding a project survey?

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Cansu

Hello Carol Diego, thanks for following up on this suggestion. Currently, there are no plans towards implementing such functionality, but please do encourage others to share their support for this suggestion. The number of upvotes helps our team assess the popularity of an idea amongst our Community members and this suggestion is yet to reach the threshold to receive a status.

Here is a useful article explaining what happens after we receive Product feedback 🖊

We'll be sure to update you here if there are any changes in the future in relation to this suggestion. Please let me know if I can help with anything else 😊

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Hi Wrike. Any new updates regarding this request? We are missing this functionality. Thank you!

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Welcome to the Community Nadia Thorius 👋 Thanks for bumping this thread!

I don't have an update at the moment as this functionality is not currently on the roadmap. Please make sure to upvote the original post above if you haven't yet - the number of votes helps the team understand how popular the suggestion is. Here's more detail on that, but please let me know if you have any questions! 

If you'd like to know what this Community has to offer, please check out our New to Community forum 🙂

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

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Is this functionality on the roadmap yet? We have added our upvotes already :)

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Thank you Suzanne Carter!

We'll be adding an official status here once this post reaches 60 upvotes. At the moment, there are no plans for adding a survey functionality in Wrike.

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

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Hello everyone! In case you are interested in bringing your use case to our Product Team, the team is looking for users who'd like to discuss how different survey tools could be implemented in Wrike. If you'd like to schedule an interview with them, please feel free to check this post. Thank you!

Juan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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We'd like the ability to create a task in Wrike and have it trigger an email for a person to fill out a request form or survey. Here's a few use cases:

  1. Suppliers certification expires (date is past), then send an email to the supplier with a form for them to update their certificate information. 
  2. Solicitation of information - annually we collect feedback from our 5 divisions on their top suppliers. I'd like to send them a list of suppliers via a request form and have them rate and provide comments. (this one I can probably work around, to assign and mention them to log into the system to finish the rating.)
  3. We kick off a process with a request form, but it needs information from 3 different people. The 1st request form should collect the main information, and then trigger emails to send request forms to the 2 other people to collect their information. (same workaround, I can expect people to log in, but it's really helpful to use request forms because they have required fields. That way the user cannot complete the task until they've actually loaded all the required information.)

 

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Interesting suggestion Mike Fank, thanks for posting it! Our team is currently looking into the possibility of working on a survey tool, but I don't think they are looking at the automations related to this potential future feature. We'll share your idea with the Product team, of course, and keep you posted if we have updates 👍

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

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