auto-assign the task from a submitted request form to the Wrike user who submitted the request form
Wondering if there is a way in the Request Form feature to assign the task or project that is created when the form is submitted, to the actual internal Wrike user who submitted the form?
our internal users will be submitting these forms and subsequently will be following up on the action items of the forms they submit. so it would be great if there was a way to assign it to the requester automatically.
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We wanted the same thing so we created a drop down menu with the staffs name and then selected to add assignee when the staff is selected and choose the staff that matches the drop down option. Make it a mandatory question and this should fix your problem. I have not yet found an automatic option from Wrike on this, so this is our work around.
Hope this helps.
-Ryan -
Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
thanks Ryan, yes this does help as a workaround due to Wrike's current limitations
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Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
Thanks Ryan!
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Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
In request forms. I see the ability to add project owner but not add assignee even when creating a dropdown. Is this feature version specific?
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Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
Its in the body of the form, not on the right side. Choose the Add action, it let's you add assignee:
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