As a consulting firm, we have projects that evolve, change and morph over time. We currently track our Proposal efforts via tasks in Wrike (a single task for each is sufficient), and we also track our Projects via Wrike Projects. This works well, but there are a fair bit of manual steps along the way.
Often, we will have several Projects that follow on each other (for example a Feasibility Study, then Capital Cost Estimate, Preliminary Engineering, Detail Design, etc.). Sometimes they follow each other as one Project all together under one Proposal, other times each phase is a separate Project with their own Proposals - years apart! We also obviously do not have a 100% win rate, so there are many Proposals that end up lost or cancelled, so putting the effort into creating a project for each and have the Proposal as merely the first Task within is not worth it. It would also flood the Projects folders with too many dead Projects that never made it. So for now we manually create and link them together with permalinks.
It would be ideal if we could automate the process a bit. For example, if I mark a Proposal task (already marked as Complete) as Awarded, it would be great if this could trigger the creation of a new Project in the appropriate Projects Folder, and pre-populate it with information already entered in Custom Fields from the Proposal Task.
Maybe we're approaching this in the wrong way? Or perhaps some-one out there has solved this use-case already with a novel approach. Maybe there's some Wrike functionality I don't know about!
Any advice or best practices would be appreciated...