Custom Fields
We are a design build firm tracking design projects and co nstruction projects. Been a LONG time Wrike user but never really figured out why or when to use custom fields. Any have any best practices maybe we are not thinking of?
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Hi Ivan, here's a link to a way we're using custom fields to improve reporting.
https://help.wrike.com/hc/en-us/community/posts/360014373293-Wrike-Tip-Clean-Reporting-using-Custom-Fields
Hope it's helpful for sparking some ideas.
Cheers!
Trevor
We use custom fields all the time. We use it for cost analysis. We can then use the dollar amount CUF and the best part is that the total of filtered tasks is shown when looking at the whole project. For example if we have a dozen tasks that all have a cost associated with it and half of the tasks are complete we can look quickly at the cost of what the remaining tasks will be, we can then filter and look at the completed tasks and see what the cost of the completed tasks was, or remove the status completely and see the cost of the project as a whole.
We also use drop down menus for managers names. If a task is not going to be assigned to a manager but does fall within their realm of responsibility we then use the manager's name. We then can use the filter by CUF and type the manager's name for that column and everything will come up. This is practical for us because we serve individuals with disabilities and there are a lot of tasks associated with program planning and such. Many different departments from scheduling, behavior specialist, director of the programs, and of course the mangers could touch different tasks even though they are not primarily responsible. So if someone from a department wants to see all the client tasks for a specific manager they can just filter the tasks using the CUV.
We track vendors for our expenses with it so if we need to find a specific expense we can just again use the filter to find the vendor we are looking for.
We use a CUF for a numbering system when doing home inspections. This comes in handy when there is an issue with a poor number we can isolate just those tasks with filtering to just find the number so we can address the issues after the inspections.
These are just a few ways we use CUF. We find them very handy.
-Ryan
@Ivan, here is one use for custom fields.
Trevor, thanks for the link. That is a really interesting idea as the milestones are a bit problematic for us requiring lots of manual editing. So that is certainly something I need to think about.
Ryan, I think you have some overlap to some concerns I have and never been able to achieve. I struggle MIGHTILY with Wrike in understanding how my projects are performing against budget. And visibility to that. I am wondering if you would be willing to volunteer a short amount of time to maybe show me what you are doing (if it is confidential I certainly understand) and perhaps I in turn can show you our project template and what I am trying to see. I think you might be on to one of my root issues there. if willing my email is iweiss@elitestudioe.com if you want to shoot me a note.
Marjorie, while I love this idea knowing my team.... Everything would be of the utmost urgent nature lol. Our business development people always feel their stuff is vital.. You know how that goes!
@ Ivan, i sure do! We use that method primarily for organizing our today to-do.
@Ryan Thank you for the information, it's fantastic!
I'm curious to see when this information get's inputted and how it's kept up. Is it part of the request form, in which it would auto-populate based on a drop down list? Or do you have a different process?
@Perrie, so many ways. You can have a request form fill into any CUF. If the CUF is a drop down then it would remain a drop down in the request form. A word of caution when using drop-down menus from CUF in a request form. Any time you update the Drop down list in a CUF you need to go into any request forms and update the drop-down list. It is easy to do, you just need to remember to do it.
Another thought around ensuring that you capture all the information you want in your CUF is to use request forms. Sometimes when someone just creates a task into a project or folder they may not fill out all of the CUF, using a request form and making answers a requirement before submitting the request form can overcome this. It may be a little work for the user submitting the form but it will save time overall for those who interact with the task.
Hope that helps.
-Ryan