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Custom fields in Blueprints?

7 comments

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    Stephen

    Hi Whitney, you can choose, when creating a Blueprint, to include 'Custom Field Values'. Do you mean the actual data you've saved to a Custom Field elsewhere?

    It would be great to hear a use-case of how you'd use this to our Product Team better understand how this would help people ๐Ÿ‘

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Whitney Harper

    Hi Stephen,

    We have custom fields set up in our main root folder (and specific ones for certain subfolders).ย  I'd like to be able to use those same custom fields in Blueprints, without having to re-create the wheel.ย  For instance, if Field1 is in Folder X, and I create a blueprint from a task in Folder X, it'd be great for Field1 to be available in that new blueprint task automatically.ย  That way I could populate the field and when we create a new task from the Blueprint, it'd already be all set.

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    Lisa

    Hi Whitney, jumping up for Stephen here ๐Ÿ™‚

    Currently Custom Fields are not copied when you save a Task as a Blueprint. However, when you save a Project as a Blueprint and check the box next to "Copy Custom Fields Values", the Tasks will have these values in the Blueprints as well.

    Please get back to me with further questions if you have them.

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Claudia Tietze

    I fully support Whitney's request. My colleagues would love to save tasks as blueprints with custom field values for frequently returning tasks.

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    Rachel Kardos

    +1 Our team currently utilizes task blueprint and we use custom fields to track certain data related to the task and sub-tasks.ย  It is not a project, so we can't utilize project blueprints. This is a real pain point for us with the inability to duplicate/copy custom field values for task blueprints.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Claudio Carbone

    Hi

    I just stumbled on this and right now I so badly need it.

    ย 

    So in my team Wrike is used to handle at least 4 different workflows, plus additional hidden or not heavy enough ones.
    For example on one of the heaviest one it works like this:

    1. External team makes a request, the form specifies how many sub-activities are necessary -> main task with variable number of subtasks
    2. This main new task in my team, is the pre-requisite for the other teamโ€™s main task completition
      So once weโ€™re done with all activities it goes back to the other team for finishing touches
    3. Upon completition of the other teamโ€™s main task, this goes for technical review in my team again (approval)

    In light of this the request from the other team may create between 1 and 13 activities which capture specific work and specific documentation to be created.ย 

    First this is only one of the workflows in my team, so this specific request should set the custom field for the "type of job" which represent the workflow.

    Secondly I need it for the metrics: I need to know how many activities are been opened on my team and especially of which kind.
    I started tracing just the raw number of activities andย of course I get a huge spike because of the automatic sub-task creation, see image

    ย 

    Without being able to discern what is what, this metric serves little purpose.
    Moreover, as I mentioned, the sub-activities capture specific work: design of this sub-system, design of that sub-system, etc.

    It's very important for sales and sales engineering to understand the market they are capturing and see trends, and so far I'm not able to trace this. If I could set custom-fields automatically from requests as well as in blueprints, then I'd be able to let teams generate work easily, and I would have this work correctly fill the metrics.

    As it is it gets all mixed up, and I have to go and do a lot of manual work to set it manually. Just like most anything with custom fields.
    Please guys, make these things more intelligent, I beg you!

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    Hugh

    Hey everyone, thank you for all of your feedback about this. I would recommend creating a Product Feedback thread for this suggestion. Once that thread reaches 60 upvotes, our Product team will be able to provide you with a status update. You can read more about our process here.

    If you have any other questions let me know!ย 

    Hugh Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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