Mass Edit Task Descriptions

Currently we run Projects that have the same 6-8 steps (tasks) within them. The project manager will write in the description of the project information about the job (i.e this is a backpack promotion email, etc) what we would like to do is to write that descriptive info about our jobs once and then have it applied to every single task so that when an assignee clicks into their tasks they can see the information right away.

Upvote 5
10 comments
Spot On Innovative Approach Stellar Advice
Avatar

I would suggest using a blueprint with the descriptions already filled in.  When you create a project from the blueprint you can include descriptions as part of the project.

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Agree with Blueprint approach.  For top-level info that applies to the entire project we use the "project clipboard" section.

 

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

These are good options, but the descriptions I need put on every task vary from project to project (i.e backpack email, or hiking info graphic.)

This mass edit would be used so that when an assignee clicked into their task they wouldn't need to click out to the main project clipboard area to see it. Is there something I am not doing correctly? The clipboard symbol disappears once someone is in a task.

3
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Need a bit more information then, but if its just a difference of backpack email or hiking as a descriptor then you could just include this in the project title as a prefix.  Or put the information in the first task and have the other tasks to refer to said task reference?

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

This would be very helpful. Here's my example. We are a retailer with 24 different store locations. At the corporate office, there are many different scenarios that we need to create the same task for each of our 24 stores, so I created a blueprint. There is one main task, that has 24 subtasks (one for each store) which each get assigned accordingly to their store manager. We use the Prefix field to name the task appropriately, but we also want to provide them with additional details, which would only make sense to go in the Description field. As it is now, we have to copy and paste the description into each of the 24 tasks. Whether we can instead set a description when creating from the blueprint, or mass edit the descriptions after the fact, that would eliminate a lot of tedious copy and pasting.

mdr

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hi everyone, apologies for the delay in response here.

Thank you for sharing your feedback and use cases, they've been shared with the Product team. At the moment, the team have no plans to add mass-editing task descriptions to the product roadmap. If there is any new information in relation to this suggestion, I'll be sure to keep you posted. 

If you need anything else, feel free to reach out to me at any time.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

We put some schedule summary information into our tasks. When there is revised information, it would be helpful to mass edit/revise the effected tasks.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Thank you for reaching out here Andrew Goddard! Do you usually use the version history in the task description to revise it? 

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

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Great tip Lisa!

In the use case I am referring to, we need to update different lines of multiple task description's text to reflect updated plans.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Got it, thank you for clarifying Andrew Goddard

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

0
Comment actions Permalink

Folllowing List for Post: Mass Edit Task Descriptions
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post