Mapping Form Field answers/responses to custom fields at task level

A recent feature was released that enabled mapping of form answers to custom fields at the project level when a request is submitted. However, the mapping only occurs at the project level custom fields and not at the task level custom fields. It would be nice if those form answers could be mapped to the custom fields at the task level for more in depth reporting. Currently, I have to manually go fill in all custom fields at each task level to match what is at the project level. 

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Stephen

Hi Anthony, Requests forms are something our Product Team is always looking to develop and improve so sharing this suggestion really helps with these internal discussions. We'll be sure to share your feedback with the team. Thanks!

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This would be helpful for our team as well.

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Great idea being able to map entered data to tasks and sub tasks in a project template.

In particular dates.

Currently I am trying to set up basic project plan which our Sales person creates from the outset of a project via request form, currently they will have to complete the request form then go into the project tasks individually and adjust the dates. This is time consuming, prone to not being completed and if delayed or not updated, starts to automatically send out incorrect notifications to those assigned.

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We have certain tasks within a project template that have critical custom field information. It would be nice to have that mapped rather than manually going in and changing it. 

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Anastasia

Hi everyone, thanks for the input here! It would be really useful to learn some more about the type of data which is included in those Custom Fields. It's always great to learn more about processes to understand the use cases better!

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Hi Anastasia,

 

This is how I would use it.

We have Project Template with standard tasks under the project which are in turn searched and reported on in Dashboards and Reports throughout the business.

(I've simplified the example below)

Project 1

with tasks underneath

  1. Design Release
  2. Production Release
  3. Delivery

I would like to be able to map answers in the originating request form directly to the tasks in the new project that is created, rather than the top level project. In particular start and end dates for tasks 1 through 3.

If we can do that then those tasks will show up on the various dashboards and reports.

 

Also not all our projects have all the tasks so would like to be able to tick / select which tasks are required and only those are made active when copied.

 

Hope this helps.

 

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We have data specific to a task, like the custom "job type" or "ad budget" for a particular task in the project. When we running a billing report we can run it based on the custom field like "job type" and get all of the same job types in the report. Currently, if the request form is mapping to a Project Template, the "job type" field gets mapped to the project and not the particular task.

There's also valuable project information that would be helpful to see in every task, so we don't have to click on the Project to view that info. I want the option to map custom fields to all tasks within the project. We have a field that asks what company/client the project is tied to, and it would be nice to have all the tasks associated within the project because that info is very helpful to see in Task View & Table View. 

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We created a "Type of Work" field, where we track how many hours spent in design, writing/editing, photography/video, social media, etc. It would just be nice if the form could be set to a particular type of work when a task is created. 

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I've created an array of custom fields. Most of these fields are drop down in structure or a checkbox. I've also implemented some checkbox custom fields to report on but those are typically harder to report on the more checkboxes you add. Examples below:

  • Geo Location to choose city (Dropdown)
  • Are you using an agency (yes/no checkbox)
  • Type of Project (Dropdown)

 

 

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What Paul said is a very similar workflow for us as well!

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Hi everyone, thank you for the additional details here! It's helpful in understanding why you would want to see this functionality. If anyone else wants to describe their use case, feel free to share below, we'll read all new comments. 

Stephanie Westbrook Community Team at Wrike Infórmate sobre las funciones y prácticas recomendadas de Wrike

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I'd like to map a field in the request form to the project owner (so the person who is requesting would choose the project owner from a dropdown, and that would populate the owner in the project

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Hi Mark, you can actually do that now! There are instructions on how to do it on our dynamic Request forms page. Let me know if that works for you or if you have any questions. 🙂

Stephanie Westbrook Community Team at Wrike Infórmate sobre las funciones y prácticas recomendadas de Wrike

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Yes please!

All of this sounds amazing and incredibly useful, particularly cascading answers into project and task level and also being able to specify the start and end dates of different tasks in a project.

 

A couple of additions of my own would be;

  • To be able to apply a different workflow specifically with a request form (as you might with a folder tag or assigning an individual) via a dropdown.

I'm aware that's quite a bit of work for the Wrike Wizards 😉

Have a great day everyone and thank you for taking the time to read this

-George

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we would really welcome this feature.

Users could identify which Strategic Priority (if any) thier project supports (of 3 in the strat plan) and we could report against it, and prioritise our workload accordingly.

At the moment we ask them to nominate them but then update that ourselves :(

call me when you get this going :)

 

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Has any of this been addressed? My biggest frustration is that I have set up the request forms to populate custom data fields and it only pulls it in on the project level, not the task level. Then when I view a folder in table view, most of my spreadsheet is blank because the cells for the custom fields are empty. This also effects my ability to pull reports because Wrike is so task oriented.

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Has any of this been addressed?  This a huge problem and frustration.  Using the request forms to populate custom data fields that don't flow through to tasks even when the button is checked is a BUG,  not a missing feature.

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Fill in custom fields for a selection of tasks or all the tasks of a project would be a must. It's even a necessity.

It's something you can easily do in Asana. You make a selection of task and you just assign a value for a custom field to all the tasks.

Don't get me wrong. Wrike is really more complete and powerful for a lot of other functionnalities. But when I see some simple features like this missing, I'm so frustrated.

 

 

 

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We are just starting to use Wrike and this is a very important feature for us.  Seems this would be such an easy feature to implement and a high value.  Anyone at Wrike know if and when this is on the roadmap?

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Hugh

Hey everybody, thank you for all of your feedback here! There are plans for this to be implemented, but it is not currently on the short term roadmap. When I have an update for you, I'll let you know. 

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We are a new user and this is a must for us so glad to hear that it is coming!

 

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