Is there any way to inherite the value of a custom field form project level down to (a) task(s)
We need custom field information on task level because of restricted permissions. Unfortunately, I have to fill in the custom field value for every newly created tasks in my project. A current workaround might be to create a dummy task with necessary custom field information and use the duplicate function but this is not what my colleagues like...
help.wrike.com/hc/en-us/articles/209603049-Custom-Fields#roll
Hey Claudia, thank you for reaching out 🙂
For now Wrike does not provide this functionality, but you can upvote this feature suggestion in the Product Feedback section 👍
Lisa Community Team at Wrike Wrike Product Manager Conviértete en un experto en Wrike con Wrike Discover
Lisa Wrike Team member Conviértete en un experto en Wrike con Wrike Discover
If you have access to Wrike Integrate (paid add-on), it's possible to automatically copy the value from a project-level custom field (i.e., Client) to all new tasks created within that project.
I posted an example community recipe at https://www.workato.com/recipes/1102960, with a fuller explanation in the Best Practices section at https://help.wrike.com/hc/en-us/community/posts/360039414333.