[Investigating ๐ต๏ธโโ๏ธ] Automate Due Date Based on Task Status Change
The goal of this automation request is to reduce the amount of human interaction/error with task date changes based on known parameters and better predict project completion when specific tasks reach a certain status.ย Below I have laid out an example of how we would like this functionality to work:
We know from experience that packaging samples take 25 days from the time the files are submitted by our packaging team to when they are shipped by the factory.ย We have a custom workflow for our Packaging Design task.ย In an ideal world, once the status is changed to "ARF/Proof Sent, Awaiting Final" the due date for the task would be automatically adjusted to 25 days from the date that status change was made.ย This helps us predict when the final packaging will be complete, thus when we will be nearing production start.ย This also gives our purchasing team insight as to when the first PO should ship so they can plan logistics on containers and what will be loaded with each PO.
This would be a greatly appreciated automation that could help expand our Wrike usage to other departments within our organization.
Cheers!
Adding date adjustments to the automated actions would be greatly helpful.
Our current workaround is that when the task status shifts, it @ mentions the assignee and reminds them to shift the date. Maybe this could work for you in the meantime. I have to assume date shifting is on the roadmap for automation since the potential is endless.
Great submission, Trevor!
Hi Anna Wallace, as always, great minds think alike!ย Yes, we use the same automation for a workaround, but definitely not sufficient for our needs and prone to user error.ย How many times have you thought your were adjusting the due date, only to see you adjusted the start date of the task?ย I screw this up all the time!ย LOL!ย ๐
Hi Trevor Tollefsbol, Anna Wallace, thank you both for sharing your feedback on the Automation Engine, I've passed it on to our team ๐๐ผ
Great suggestion. I also think the automation is helpful in case some people aren't as responsive with the reassignment automation that requires the manual shift in dates. Good call, Trevor! Automation would keep the visibility of date deliverables more active then relying on humans :)
Thank you for adding your support here Mary Jennison, please be sure to upvote the post if you haven't yet ๐๐ปโโ๏ธ
This would be a big help for us to better manage our projects as well. We regularly have to shift dates on projects depending on what a was found in a prior step in the workflow.ย
Thanks for adding your voice here Greg Leff, please be sure to upvote the suggestion if you haven't yet ๐๐ปโโ๏ธ
Hi Guys,ย
I think I'm in the right place and this is a great idea! What I would like to see is Wrike automatically set the status of a task according to the due date. Lets just say, a due date has passed for a task, I would like to see the task status to be changed to overdue etc automatically without having the need of someone manually changing it. That way a project manager can get a notification saying 'This task is overdue or the status of this task has changed from in progress to overdue.ย ย
So maybe under automation we can have something like 'When task due date has passed, change status to overdue and notify so and so'.ย
Hi Jameel Choudhury,
The automation I am requesting here is to customize a due-date delay once a task reaches a specific status.
The functionality you are referencing is already available through Wrike Automation.ย I've setup a quick automation below for you to reference.ย ย
Cheers!
Not being to automate a scheduled date is a major disadvantage of Wrike to Smart Sheet.ย The feature seems so basic to the fundamental function of workflow management and tracking.ย ย
Hi Kurt Gauss, welcome to the Community ๐
Thanks a lot for supporting this idea! I'm passing your feedback to our Product team. 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!ย
If you'd like to know what this Community has to offer, please check out ourย New to Community forum.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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I would really like this feature for the automations!
I've been looking at a way to create a good backlog for our team, and when something is pulled out of the backlog (status changes from Backlogged to New) it would be so helpful if the date for that task/subtask realigned automatically.ย
Thanks for adding your support here, Brittany Stringer!ย
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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Hello Wrike community!ย Would like to get continued support for this feature.ย Please upvote as I feel this would benefit numerous individuals, teams, and organizations.
Cheers!
This would be extremely useful!
Hi Peter van Teeseling, thank you for supporting this initiative ๐ Please feel free to upvote this post since our Product Development Team pays special attention to the most popular ideas.
Juan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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Commenting to lend my support to this feature. We would love to adjust due dates (or any other date field) based on a task status change. It would be a great benefit to us in managing our workloads.
Thank you Ali Moses, we continue passing all new feedback from this thread to our team ๐
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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Adding support to this. You can change dates through the Wrike API & Wrike integrate. However can't isolate an update to just the due date which is really annoying. If you use a PUT method to update just a task due date Wrike automatically assumes the start date is null (even if it previously had a date) and makes the task a milestone.ย
Our business case is we have to task to mark when a unit is in stores as part of a wider project I am trying to write some automation to Extend the due date of the task on a daily basis when the unit is still in stores so the rest of the project plan updates to show there has been a delay as the unit is still in stores. I can do on a task by task basis if I get the start date and push back to Wrike with updated due date. However this is not practical when scaling to 1000's of tasks due to of number of automation tasks used, need to be able to do on batch.
Hi Ryan Molloy, thank you very much for sharing your use case with us and for supporting this idea! I have reached out to our Product Development Team for updates. I will come back to this thread with an accurate reply as soon as I receive a confirmation, thank you!
Juan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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That's great to hear Juan!ย Thank you
new wrike user here coming over from asana and this is a feature that is missing in wrike. When task moved to a certain section then set due date to: Would be nice if you could add this along with the many missing automations asana carries.
Juan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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This feature would be a game changer in my work too!ย Being able to automate date changes based off status changes specifically would be amazing.ย Would also be great if we had maybe a second "if" scenario object.ย ย
For example different jobs to automatically be set for different periods of time.ย We could leverage maybe a field and a status change to help guide how much time to set the new due date to.ย This is kind of an example of what I mean.ย Two triggers combined to establish allotted time automation.
Big thanks for the detailed examples Kristen Katz ๐ I'll share your feedback with our team!ย
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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Hi Lisa, any update if due date can be scheduled based on task status change?? Currently we use a request form for campaign managers to submit items for legal review, we do not sue the "Approval function" as the double approval step and verbiage confuses our review team, so we use custom fields so them to set their own status. Submissions are done on Thursdays and reviewers have 5 days to set their status, but I have not found a way for due date to be set automatically based on start date/submission date in the form. I know you can set due date in the approval function in the form but like I stated we are not using the approval function and is does not give us what we need. But we need the "due date" to automatically populate for 5 business days after the "submission date" that is filled in the form.ย
Hi Lauren Day, welcome to the forums ๐ Apologies for the late reply here, I needed to check with the team to see if there's an update. At the moment, our team responsible for automations continues the research here. Thank you for your feedback!ย
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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Juan could you provide an update and more details when automation for adding date adjustments to the automated actionsย will be finished by Product Team?
Hi Paweล Pogorzelski, thank you for reaching out. Our Product Team is investigating this option but at the moment we are not able to provide you with any specific ETA. Please, rest assured that we will keep you informed in case we have any updates to share.
If you have any additional questions or help with anything else, please let us know.
Juan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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