๐ค Releases - Work Templates and Request Forms - Now Besties! (01/31/2022)
Cally Tomlinson
Feature Updates
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- Request Forms - Possibility to Create Work Items from Templates ๐
We've made it possible to use work templates in request forms, this means you could, for example, create a certain task from a template each time a request form is used, or certain answers are given. In all places in the request form builder where you could formally use a blueprint, you can now also use a Work Template. Those places are:
- Choosing the action upon submission of the request form - to create a task or project from a template
- Choosing to add a subtask created from a template if a question is answered with a particular option
To use space-level Work Templates the request form must be created in the relevant space. If you do not set the request form to belong to a specific space, only account-level Work Templates will be available.
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Note: The use of a Work Template can't be tied to importance-type questions, at the moment it will still appear as an option, but we're going to remove it shortly.
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Check out this Community post for more info please let us know your feedback below ๐
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This is awesome but do you think it will be possible to add a folder option when a subtask is created from a template? The way do do ours, every project has its own template and folder which means we cannot use a unified request form since it will only be applicable if there is only 1 folder for all projects.
Chris Barrett ๐
Aloi Calvert Thanks a lot for this feedback ๐
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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