Can Wrike tasks replace attachments?

I'm looking to mature beyond Word docs for our Project Charter and Project Business Cases. Has anyone done something similar and provide some ideas/feedback?

This is what I'm thinking as an example:

Project Blueprint - "Document Repository" folder 

Custom Item "📄Project Business Case" [Replaces Word Doc]

  • Custom Field, Text, "Executive Summary" [Previously a Heading in Doc]
  • Custom Field, Text,  "Goals and Objectives" 
  • Custom Field, Text, "Analysis"

Custom Item "📜Project Charter" 

  • Custom Field, Text, "Business Case"
  • Custom Field, Text, "Project Deliverables"
  • Custom Field, Text, "Project Milestones"
  • Custom Field, Text, "Project Benefits"
  • Custom Field, Text, "Project Budget"

 

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1 comentario

Laura Lysaght, you can write a description in rich text within both a Project and a Task. Files can be attached in both areas as well. You could use the description field within a Task to replace the Word doc.

Have you used these areas?

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