¿Con qué podemos ayudarte?

Por ejemplo Diagramas de Gantt, Crear tareas, Compartir carpetas

Blog

Follow-up tasks

3 comentarios

  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Patrick Rohlfsen

    Hi Emmanuelle!

    In my past, I ran some sales processes.  One of them was inside sales.  We found dependencies and custom workflows helpful.  We had a basic templated project for the sales process.  If a "hot lead" was identified we would start the request form and kick off the sales process. 

    Using finish-to-start dependencies, we would be notified if a task was finished early.  

    When collateral needed to be deployed, we would assign the previously unassigned "Send push Email" task to our Marcom.  We would also @message her for safe measure. 

    So, in other words, follow up tasks exist.  You just need to put them into a templated process. 

    Does that help?

    Dependencies:  https://help.wrike.com/hc/en-us/articles/209604229-Dependencies-on-the-Timeline-View-

    Custom Workflows:  https://help.wrike.com/hc/en-us/articles/115005876769-Advanced-Custom-Workflows

    Templated project:  https://help.wrike.com/hc/en-us/articles/209603149-Templates

    Request form:  https://help.wrike.com/hc/en-us/articles/115003404345-Dynamic-Request-Forms

    Patrick Rohlfsen Community Team at Wrike 💡Infórmate sobre las funciones y prácticas recomendadas de Wrike

    Is this helpful? 0
    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Al Sape

    Hi, I'd like to see the feature that would more or less resemble Asana as a true "follow on" task.  By this I mean that you have a way to create via the right click menu a related task right out of the existing task.  Ideally this would be something Wrike would offer when closing a task, perhaps a dialog like "would you like to create a follow-on?"  This is very useful to show traceability as often tasks come up that were not thought of when closing another task.

    @Patrick the solutions you propose here are complex and I don't really think get at what Emmanuelle was asking for - a simple ability to add a task as a follow on from another task.  I'm having trouble figuring out how Templates and custom workflows, it seems there is going to be a lot of set up and you are talking about follow-ons in the context of specific projects.  I would like simply to add one task to another when completing it, outside of all this other structure.

    Hope you guys will give this some thought, and thanks!

    Is this helpful? 0
    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Ben Yates

    I agree with Al here... As an example, as a project manager, when I assign one of our designers to "action a design amend", as soon as they complete their task I would prefer them to be able them to set me a task back to let me know I should be doing something. Notifications are okay, but direct tasks outside of structure are sometime needed... It's a fairly common feature in many task driven systems...

    Is this helpful? 0
    Acciones de comentarios Permalink

Iniciar sesión para dejar un comentario.

Folllowing List for Post: Follow-up tasks
[this list is visible for admins and agents only]

Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.