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More about Product FeedbackWhat is best practice for reoccurring projects and tasks? We have a ton of deliverable that are weekly/monthly/quarterly/any pattern you can think of and I don't see a clear way to create these in Wrike. everything I've tried is sloppy and I don't need my work space cluttered with things that aren't immediate to-do's. Am I missing something? Is it just a manual process?
Folllowing List for Post: Reoccurring Tasks and Projects
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Hi, welcome to the forums 👋 Tasks and Projects work a little differently, so I want to talk about the best practices for each separately.
Tasks
You can create recurrent tasks, but when you do this the tasks all appear at one time. We have a beta program that helps with this though. Instead of creating all recurrences at once, only one task is created at a time which helps to keep your Workspace clean. Let me know if you would like to have the beta turned on for your account and I can start that process.
Project
We don't have recurrent Projects, but templates are a best practice. Essentially you build out a Project and add the details you would need (including dates and assignees if you want), and then you can duplicate the Project when you need it. We can definitely talk more about how to do this if you want.
Hi Sophia (and anyone else reading this thread!), just wanted to let you know that we released the updated recurrent task functionality. Anton's post has more details if you're interested in reading more.
I love Wrike but, the biggest weakness is not having the ability to reoccur projects. Duplicating from a template is not ideal when you have hundreds of projects active and a lot of them are reoccurring. In addition, reoccurring tasks does not include subtasks. So this is not a workaround either. Any thoughts Stephanie Westbrook?
Fernando! I found the solution to recurring Projects! We do a monthly newsletter and no matter how many times I would show my assistant how to duplicate it, she always messed it up. So we would delete and try again... Too must lost time. The solution? A Request form! Configure the Request form to create the project via a template. OMG!! huge time saver. Go here to see how it's done! Scroll down to
Launch a Project Template from a Request
@Majorie - perfect idea, but perhaps for duplicating Projects 👌
Does this help Fernando, or is there still too many for reoccurrences?👍
@Fernando, you'll be interested in voting for this Feedback thread if you have not already. I'm currently in touch with our Product Team to get an update on the idea so don't forget to press 'follow' there for updates.
Thanks 😁
@... How do I find a recurring task with in a project that isn't yet due, so not in the workflow? Also once I find it, how do I re-assign all future occurrences to another team member?
Be glad of some help.
Thanks!
Hi Craig Bartlett, thanks for reaching out!
You'll be able to find recurring tasks if you've created them upfront. If you haven't, then the next task in a recurrence will be created one working day before its start date. Here's more info on recurring tasks: https://help.wrike.com/hc/en-us/articles/209603769-Make-a-Task-Recurrent
Reassigning multiple tasks at once is available with Mass Editing on all paid accounts - here are the details: https://help.wrike.com/hc/en-us/articles/209603889-Mass-Editing
Please let me know if you have any questions!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover