๐Ÿค Releases - Work Templates and Request Forms - Now Besties! (01/31/2022)

Feature Updates

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We've made it possible to use work templates in request forms, this means you could, for example, create a certain task from a template each time a request form is used, or certain answers are given. In all places in the request form builder where you could formally use a blueprint, you can now also use a Work Template. Those places are:
  • Choosing the action upon submission of the request form - to create a task or project from a template
  • Choosing to add a subtask created from a template if a question is answered with a particular option
To use space-level Work Templates the request form must be created in the relevant space. If you do not set the request form to belong to a specific space, only account-level Work Templates will be available.
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Note: The use of a Work Template can't be tied to importance-type questions, at the moment it will still appear as an option, but we're going to remove it shortly.
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Check out this Community post for more info please let us know your feedback below ๐Ÿ‘‡
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Cally Tomlinson Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cally Tomlinson Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

๐Ÿฅณ ๐Ÿ™Œ

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Spot On Innovative Approach Stellar Advice

This is awesome but do you think it will be possible to add a folder option when a subtask is created from a template? The way do do ours, every project has its own template and folder which means we cannot use a unified request form since it will only be applicable if there is only 1 folder for all projects.

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Spot On Innovative Approach Stellar Advice

Chris Barrett ๐Ÿ™Œ

Aloi Calvert Thanks a lot for this feedback ๐Ÿ‘

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

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Spot On Innovative Approach Stellar Advice

๐Ÿ˜

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