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Sara Davis

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Activity overview

Activity overview

Latest activity by Sara Davis
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Sara Davis commented,
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  2. How To
  3. Basic template that is similar to a school register that I can define via colour as a 'yes or no' oprtion.

This all seems like a lot of work; creating workflows etc. I would probably just go with Excel and attach it to a task or personal project. 🤷 Pardon me if this is a dumb question, but what's the be...

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Sara Davis commented,
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  2. Brought to You By Wrike
  3. [From Wrike] Automation: Date Trigger 🔥

I couldn't agree more with Tuomo Suominen and Ashley Fischer. Mentioning the project owner rather than the author seems a more intuitive and basic function that would help a lot.

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Sara Davis commented,
  1. Community
  2. Brought to You By Wrike
  3. [From Wrike] Automation: Date Trigger 🔥

This is exciting but I don't see the date option yet. When can we expect to see it?

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Sara Davis created a post,
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I can't be the only one struggling with this, so I'm curious what others are doing to manage recurring projects. Many of our projects are repeated on an annual, monthly or quarterly basis (events, ...

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Sara Davis commented,
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  3. Blueprint Customization based on Project Request

Thanks for sharing, Sherrie Besecker - that looks like it was fun to set up! 😅  

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Sara Davis commented,
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  2. How To
  3. Blueprint Customization based on Project Request

That's super helpful, Sherry B - thank you! Do you have a screenshot of the blueprints and request form you could share? I like the idea of using folders and assigning those based on the deliverabl...

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Sara Davis created a post,
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Currently we have our request form set to apply one of six blueprints based on a custom field we have for Deliverable (email, web/print design, etc.).  For example: Sally completes a request form a...

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Sara Davis commented,
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Sara Davis commented,
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  3. [Open Discussion] Share Your Favorite Automation Rules! 🤖

Hi Cansu Thanks for the reply. It may not be an automation per se, but currently we have our request form set to apply one of six blueprints based on a custom field we have for Deliverable (email, ...