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"
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?
Hi Laura Lysaght!
The organization I work at created a custom item type that is a combined OKR/Project Charter and it replaces the documents we used to use. I just made a post about it here if you want to see what it ended up looking like.