Project Status automation

Hi there

within the Automation Engine, it would be great if there was a out-of-the-box trigger available to auto-change a project status to 'In progress', if any task within the project also has it's status changed to 'In progress'. A trigger for project kick off basically.

thanks

Jem

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13 commenti
Spot On Innovative Approach Stellar Advice

I completely agree. That's currently a manual step that is often overlooked. Anything we can automate across all workflows would be helpful!

 

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Spot On Innovative Approach Stellar Advice

This would be very useful. My team regularly forgets to move the status of the levels above what they are directly working on causing high level overviews to look like no work has been done until you open the task up and see most of the sub-tasks are complete or in progress. 

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Thank you for sharing Jem Wolfenden! I'm passing on your feedback now to our Product team 🖊
 
Thanks for supporting Samantha Babcock and Greg Leff, please upvote Jem's post if you haven't yet 🙌🏼

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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Spot On Innovative Approach Stellar Advice

What I would love to see is the automation of the project status change when the last task is set to Completed status and the whole project status changes to Completed. Or if there was a dependency on a milestone or a specific task, so that one that changes to status Completed the whole project status changes to Completed.

This will be helpful to high level viewers, currently it is a manual task and people tend to forget to change the status of the project.

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Spot On Innovative Approach Stellar Advice

Welcome to the Community Ellen Dak! 👋

Thank you for sharing your idea here, passing it on to the team 👍

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

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Spot On Innovative Approach Stellar Advice

I agree, this would be a great feature!

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Spot On Innovative Approach Stellar Advice

Thank you Ben Schaberg for supporting this suggestion! Please be sure to upvote the original post by clicking on the heart icon if you haven't yet 💫

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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Spot On Innovative Approach Stellar Advice

Building on this, I think any type of "deferred" sub task/task roll up to the project level would be handy as well. That may have been implied or achieved within the existing request, but I didn't want to chance the assumption.

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Spot On Innovative Approach Stellar Advice

Hi Sicily Saputo, welcome to the Community, and thank you for posting! I've passed on your additional feedback to the team👍🏼

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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Spot On Innovative Approach Stellar Advice

Ellen Dak I know your comment is from 2021 so you may have already added this automation, but I recently added an automation rule to mark a project complete when all direct subitems status change to complete. I also added a comment that sends me (as the PM for our team) a note showing that the project is complete and promoting me to update the custom field for project status with a note. This has been a huge improvement for me.  

Just wanted to share in case it is helpful. 

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Spot On Innovative Approach Stellar Advice

Robyn is correct that currently with Automation, it's possible to mark a project as complete when all direct subitems status change to complete.

However, I'd like to see a similar function but allow more fine tuning - When a specific task (or multiple tasks) is complete, automatically change the Project status to a specific value (not necessarily to Complete, but allow interim statuses, such as In Progress, Awaiting Resolution, etc.). Ultimately the ask is the same - Providing high level view to Project Status by progressing tasks without having to also manually progressing the project status. 

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Spot On Innovative Approach Stellar Advice

Hi Wendy Zhou, thank you for chiming in here, and sharing your use case. I'm passing it on to our Product team. 

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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Spot On Innovative Approach Stellar Advice

Wendy Zhou I love your suggestion for fine tuning and could see that being a popular use case for me. I hope this is something we can see developed in the future.

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