Add Due Date to Sub-item
I have a request form that generates a marketing project. Within the form, there are several single answer or multiple answer questions that, if selected, add additional sub-items to the project. For example, a question asks 'Do you want us to create a flyer?' and if 'yes' is selected, that is added as a sub-item to the project. There is also a due date question which establishes the due date for all items in the blueprint.
The problem I am facing is that when sub-items are added from the single/multiple answer questions, the due date does not get established. I've tried to find an automation that can do this, or find a way for the form to add the due date to the additional sub-items, but have not found a way. Any suggestions?
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices
Basudha Sakshyarika Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices
Hi there -
I'm having the exact same issue John is encountering, where I have subtasks not getting the parent project's date when created from a form submission. I've tried the steps above where I have my form create a project from a blueprint and have rescheduled the dates according to what I need, but my subtasks (created from individual unique blueprints) aren't getting adjusted.
(Dates are completely blank in the subtasks)
When you say in step 1 to create blueprints and subtasks with appropriate durations, are you creating the blueprints with attached subtasks? Or is it a standalone blueprint that doesn't have any subtasks attached. If it's a blueprint with attached subtasks, wouldn't that limit the form-created project to be just the one blueprint's parameters?
I feel like I'm missing something really obvious :(
Hey Brandie Davis! 🙋🏻♀️
I explored two different approaches. Let me know if you might have missed a step or if there are any discrepancies at your end.
Scenario One: Setting up a project with existing subtasks:
Scenario Two: Adding subtasks based on user input:
Please test this out and let me know if the subtasks are rescheduling as expected. Thank you! 😊
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices
Basudha Sakshyarika Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices
Scenario Two worked! I didn't realize I needed to add dates to each of the subtask blueprints. I felt like it should generate that automagically ;) Thank you Basudha!
Brandie Davis: Awesome! Glad it worked for you! 👍🏽
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices
Basudha Sakshyarika Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices