Transferring tasks
We use Wrike with our content writers and editors. Often times tasks are transferred back and forth between these two people multiple times. Has anyone found a good way to organize this?
Currently, we use a folder for the name of the project and projects for each level of the project.
Example:
Folder with the name of Content Project
- Project A (writer 1 and editor 1)
- (Subtasks for each week of the content needed)
- Project B (writer 2 and editor 1)
- (Subtasks for each week of the content needed)
- Project C (writer 3 and editor 2)
- (Subtasks for each week of the content needed)
- Project D (writer 4 and editor 2)
- (Subtasks for each week of the content needed)
Our editors are especially having trouble with this process because they may be assigned something to edit that isn't written yet.
Any suggestions?
Hi Krista,
What I would do is create 4 different custom workflows and so that it will flow and then automatically assign the correct writer/editor when needed.
For Example: Project A (writer 1 and editor 1)
PROJECT A CUSTOM WORKFLOW:
New Task
Assignee: Writer 1 (Devon Valastro)
Transition: In Progress
In Progress
Assignee: Writer 1 (Devon Valastro)
Transition: Edit/Proof
Edit/Proof
Assignee: Editor 1 (Brielle Guta)
Transition: Changes Required OR Approved
Changes Required
Assignee: Writer 1 (Devon Valastro)
Transition: In Progress (it will flow through the workflow again until approved by editor)
Approved
Assignee: Writer 1 (Devon Valastro)
Transition: Completed
Completed
Assignee: Writer 1 & Editor 1(Devon Valastro & Brielle Guta)
Do you think that this is something that could help the problem? We experienced problem in the beginning between me, the copywriter and the designer and this solution fixed the problem.