Wyatt Thompson

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  1. Community
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Smart Checklists

This is a follow-up to my post here: https://help.wrike.com/hc/en-us/community/posts/360016894873-Request-Forms-with-Smart-Checklists?input_string=Smart%20Checklists I would like to suggest a "smar...

  1. Community
  2. How To

Request Forms with "Smart" Checklists

I have set up a Request Form with a menu (checklist) of deliverables that the Client can choose from. I am trying to figure out how to do two things: 1. I would like some of the checkboxes to lead ...

  1. Community
  2. How To

Set Project Status in Template

I would like to use a Project Template to set the project Status to Yellow by default. The Template is linked to a Request Form. Auto-setting the status to yellow would indicate that the Request is...

  1. Community
  2. Best Practices

Custom Fields and Request Forms integration

I have seen several references in various posts that custom fields can be mapped to a Request Form, but I cannot find any resource that shows me how to do that. I have set up a Project Template wit...

  1. Community
  2. How To

Reports including selected tasks

Is there a way to run a report, in table format, with columns that list the current (in progress task) and the next upcoming task that will be due?


Label User name User email User type Date | Link