Can I assign different work templates based on answers in the request form?
I'm testing out the dynamic request form feature, and it's working beautifully. One hiccup I have as I try to combine all my request forms into one dynamic one, is I can't assign different blueprints or "work templates" to this one dynamic request form.
As each request will have a different set of "tasks" depending on the request, I'd like it to pull in the tasks needed based on the answers provided in the request form. Is this possible?
If not, I may have to stick with individual request forms - to avoid the additional work of adding in new tasks each time. Tweaking the task name and description is a lot less work than having to do it all from scratch each time. Makes building out projects in Wrike take forever!
Hi! I have assigned work templates based on answers to a drop down menu using the "replace task" feature. Is something like this what you are thinking?
Robin - exactly. I actually finally figured this out right after I posted this comment, as well. My concern now is by the time the request form is submitted have a bunch of tasks I don't need, if multiple deliverable(s) are requested. As most of the times in our company if more than one deliverable is requested we bunch them together all in one task based on if there print, digital, communications, etc. I have to work through that. Any suggestions though I'm all ears. I like how. you have yours laid out. If I can get my test going right were going to test it with one department and should it go well implement across the board later in the year. I'd love to figure out the most efficient way for myself as the only Wrike admin, as well as the easiest method for the assignee's and approvers as well. As sometimes they get confused faster with so many tasks, esp when their are a lot of subtasks. Thank. you.