¿Con qué podemos ayudarte?

Por ejemplo Diagramas de Gantt, Crear tareas, Compartir carpetas

Request forms that trigger multiple projects & automation?

2 comentarios

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

    Kiele Phillips Hey, happy to see you on the Community 🙂

    Please check out the post about enhancements in Request Forms: you can now add subprojects and subtasks based on the answer in Request Forms!

    Hope this helps and please let me know if you have any questions 🤝

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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

    Hi Kiele Phillips.

    I don't know if this answer will help, since it requires a paid Wrike add-on, but we've been able to accomplish very similar functionality using Wrike Integrate.

    Essentially, the Wrike request form just generates the high-level initial project/tasks. We created a recipe in Wrike Integrate that looks for specific answers to specific questions (which were mapped to Wrike custom fields in the request form) and generates additional tasks/projects as needed. This approach has worked really well for us.

    Is this helpful? 0
    Acciones de comentarios Permalink

Iniciar sesión para dejar un comentario.

Folllowing List for Post: Request forms that trigger multiple projects & automation?
[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.