Automate folder tags based on rules

It would be great if there was a way to automatically add folder tags to tasks, based on rules. For example, I'd like to have all tasks assigned to me, also go into a folder called 'My shared schedule'. This would give me one clear view of all my tasks in a Kanban board, something that is lacking in the 'My Work' or 'Dashboard' sections. 

7
9 comentarios
Spot On Innovative Approach Stellar Advice
Avatar

We have a similar request when we duplicate template. it would be great to add some tags automatically regarding the answer from the form.

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

@Francis would Jeremiah's request also be interesting for you? 

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

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

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Stéphanie,

Yes, exactly.... I read th post and test the proposal from Stephen

 

Thanks

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

@Francis Perfect, happy it applied!

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

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

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Stephanie, after testing it's exactly that i want. Thanks

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

@Francias Fantastic! Love a happy ending 🙂

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

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

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I would like to have this feature also!

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Having the ability to set rules for a folder or workflow status would be extremely useful to reduce manual work.  For example, we have a Completed Folder and a Completed Status.  However, people can forget about the status change and place project into the Completed folder.  Or Complete the status and not move to the correct folder. I can create a plethora of reports for QC to find these issues. 

Problem:  I need to create & review said report(s) YUCK, Someone needs to redo work YUCKYUCK, and my poor External users are confused by status on reports that they can't manage and then bother the team for an update...YIKES

Backlog!  Say it isn't so😱😩

Solution...(suggested?): Allow rules or "warnings" in the Workflow Status (image1) or Folder Navigation (image2). Thank you! ~T

 

1
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hey Tonya Urquizo, thank you for the mockup and the use case! It's been passed on to our Product team.

0
Acciones de comentarios Permalink

Folllowing List for Post: Automate folder tags based on rules
[this list is visible for admins and agents only]

Arriba
Didn’t find what you were looking for? Write new post