Is there any way to inherite the value of a custom field form project level down to (a) task(s)
We need custom field information on task level because of restricted permissions. Unfortunately, I have to fill in the custom field value for every newly created tasks in my project. A current workaround might be to create a dummy task with necessary custom field information and use the duplicate function but this is not what my colleagues like...
Hey Claudia, thank you for reaching out 🙂
For now Wrike does not provide this functionality, but you can upvote this feature suggestion in the Product Feedback section 👍
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
If you have access to Wrike Integrate (paid add-on), it's possible to automatically copy the value from a project-level custom field (i.e., Client) to all new tasks created within that project.
I posted an example community recipe at https://www.workato.com/recipes/1102960, with a fuller explanation in the Best Practices section at https://help.wrike.com/hc/en-us/community/posts/360039414333.