Mapping Request Form Dates to Project Template Milestones

Is there a suggested way to link a milestone in the middle of a project to a request form/project template date. For example - I have pre-planning for speaking engagements, but afterward I have event participant follow-up that happens 30-days post the event. This being said, when a team member submits a request for a speaking engagement I would prefer everything pre and post event map from the milestone of the event itself. Any thoughts/suggestions are more than welcome!

5
8 commenti
Spot On Innovative Approach Stellar Advice
Avatar
Anastasia

Hi Jennifer, thank you for posting here! Sorry about the delay - to be honest, I don't think I managed to understand this scenario to its full extent. Please correct me if I got anything wrong, as I'd love to help and understand this better:

You have a Request form which launched a Project template. There is a milestone in the middle of this template. Questions filled out in the form can be linked either to tasks happening before the milestone, or those which go after the milestone. Based on pre/post event timing, you would like one set of answers to be applicable to whatever comes before the milestone, and a second set to be applicable to post milestone tasks? 

0
Azioni per commenti Permalink
Spot On Innovative Approach Stellar Advice

Yes - all of this is correct. Because it's a project template, I have everything set to run around the date of the event (milestone), but when setting up the request form it only gives me the option to map dates to the start and end dates for the actual project. I am looking for a way to map the project to the event date, which just so happens to fall in the middle of the project. Does that help at all?

2
Azioni per commenti Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Anastasia

Hey Jennifer, sorry for the delay, yes that helps! There's no direct way to achieve this at the moment, but a suggestion I had was adding a question where the submitter can specify the event date which will be mapped to the Project when submitted (to a specially created Custom or to the description). Then, in the template, you can add hint to the milestone title, something including information about checking Project Custom Fields for exact event dates, renaming, and rescheduling. This is a pretty interesting use case though, and one I've raised with the team. Thank you for posting here!

0
Azioni per commenti Permalink
Spot On Innovative Approach Stellar Advice

Maybe this should be linked to the custom fields populated by request forms conversation?

0
Azioni per commenti Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Stephen

Hi Diana, unfortunately, there's no way to link threads, but it would be great if you could share the link you're referring to so others interested in this will be pointed to the thread to upvote there 👍

0
Azioni per commenti Permalink
Spot On Innovative Approach Stellar Advice

Hey all,

I would absolutely love this (however this thread isn't technically a product feedback) I recommend you visit the following thread and post there!

https://help.wrike.com/hc/en-us/community/posts/115002558265-Mapping-Form-Field-answers-responses-to-custom-fields-at-task-level 

 

Hope that helps

-George

1
Azioni per commenti Permalink
Spot On Innovative Approach Stellar Advice

Hi,

I am very interested in mapping request form dates to project template milestones as demand by Jennifer. Is there any news about this ?

Thank you

0
Azioni per commenti Permalink
Spot On Innovative Approach Stellar Advice
@Camille Hey, thank you for posting on the Community 🙂
For now Wrike has no such functionality. I would suggest you to add your vote to this Product Feedback thread - our Product team watches this section closely. If a requested feature becomes popular, it could actually be investigated and maybe even added to the Product roadmap 👍
I'd also suggest checking out this post on what happens with Product Feedback.
 

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

0
Azioni per commenti Permalink

Folllowing List for Post: Mapping Request Form Dates to Project Template Milestones
[this list is visible for admins and agents only]

Su
Didn’t find what you were looking for? Write new post