Follow-up tasks

It would be very helpful if manual or automatic follow-up tasks could be created for project or other tasks. I work in sales and it would make my life a lot easier if I could create a follow-up task to check in with the customer after for example 2 weeks after completing a task to send collateral (flyers, brochures, presentations, ...) to a customer. 

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Hi Emmanuelle!

In my past, I ran some sales processes.  One of them was inside sales.  We found dependencies and custom workflows helpful.  We had a basic templated project for the sales process.  If a "hot lead" was identified we would start the request form and kick off the sales process. 

Using finish-to-start dependencies, we would be notified if a task was finished early.  

When collateral needed to be deployed, we would assign the previously unassigned "Send push Email" task to our Marcom.  We would also @message her for safe measure. 

So, in other words, follow up tasks exist.  You just need to put them into a templated process. 

Does that help?


Custom Workflows:

Templated project:

Request form:

Patrick Rohlfsen Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Patrick Rohlfsen Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Spot On Innovative Approach Stellar Advice

Hi, I'd like to see the feature that would more or less resemble Asana as a true "follow on" task.  By this I mean that you have a way to create via the right click menu a related task right out of the existing task.  Ideally this would be something Wrike would offer when closing a task, perhaps a dialog like "would you like to create a follow-on?"  This is very useful to show traceability as often tasks come up that were not thought of when closing another task.

@Patrick the solutions you propose here are complex and I don't really think get at what Emmanuelle was asking for - a simple ability to add a task as a follow on from another task.  I'm having trouble figuring out how Templates and custom workflows, it seems there is going to be a lot of set up and you are talking about follow-ons in the context of specific projects.  I would like simply to add one task to another when completing it, outside of all this other structure.

Hope you guys will give this some thought, and thanks!

Spot On Innovative Approach Stellar Advice

I agree with Al here... As an example, as a project manager, when I assign one of our designers to "action a design amend", as soon as they complete their task I would prefer them to be able them to set me a task back to let me know I should be doing something. Notifications are okay, but direct tasks outside of structure are sometime needed... It's a fairly common feature in many task driven systems...


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