Automated parent task status updates
It would be awesome if the Wrike developers could add the following functionality. I would love to see a parent task status be able to be automatically updated by completing specific subtasks beneath the parent task. For instance if I have a parent task with 8 subtasks it would be great if completing tasks 1 and or 2 would cause the parent status to change from "Backlogged" to "In Progress" Completing steps 3 and or 4 would cause the parent task to change from "In Progress" to "Phase 2" Completing steps 5 and or 6 would cause the parent task to change from "Phase 2" to "Phase 3" and finally completing step 7 & 8 would cause the parent task to change from "Phase 3" to "Complete"
Yes. This would prevent a lot of the work Wrike creates by forcing you to constantly update status. The name of the game is automation and Wrike has a surprisingly low level of items that are automized
This feature would be helpful for our team as well. It's tedious to change the status in the subtask then go up one level to change the parent task as well. It would be ideal if we could choose which subtask to link the status to since we usually have at least 2 or 3 subtasks.
My team would be interested in this functionality as well. Thanks.
Hi everyone, thanks a lot for your feedback here. I'll get back to you when I have news; for now, please upvote the suggestion if you haven't already 👍
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
This would be great for my team as well. I wish I could create a rule in which a task would be automatically assigned when the dependent task is closed out. It would save me a lot of time and manual effort.
I would be fine if the parent task would just update to complete when all the sub tasks are completed. But I can see how this functionality would be very useful.
@... How can I reach out to discuss on how.we are trying to make this work?
Hey Joel Gold,
Our Product team regularly reference the Community as they plan out the product roadmap, so you can share your use case in this post, and this feedback will be passed on.
If you have any other questions, be sure to let me know!
Any update to this?
https://help.wrike.com/hc/en-us/community/posts/360019773333/comments/360012271273
Hi Glen Mohr, welcome to the Community! 🙂
Wrike's Automation is now released - please check out the details here. Sorry for the late update!
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
Hi Lisa - I don't seem to have access to the link you posted about automation. I'm interested in having parent task status automatically being updated to complete if all the subtasks are marked as complete. Has that functionality been built? And if so, where can I find information about how to set that up? Thanks!
Hello Andrew Dwyer, welcome to the Community, and hope you don't mind me jumping in for Lisa.
Yes with Automation Engine you can create a rule that will change the parent task status to complete if all the subtasks are changed to complete.
Please let me know if this helps 🙋🏻♀️
Lisa I'm surprised that this is not a basic feature. Sub tasks generally follow the schedule of the parent task. It's cumbersome to have to manually adjust every parent task for tiny changes we have to do with subtasks.
Thanks for reaching out here AH! Can Wrike's Automation Engine help as my colleague Cansu explained above?
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
Hi there,
I am also in a situation where this automation would come in handy and eliminate unnecessary steps. From what i have found and from what Cansu has explained, it appears that a parent task can only be automated to change it's status once ALL subtasks are marked as completed, not just individual ones.
This specific automation is beneficial when you have multiple status changes for a parent task. At the moment if you want to complete a single sub task and then change status of parent task accordingly you have to do so manually, which just seems like an extra step to keep track of.
Examples of application below:
-When sub task "product ordered" has been marked as complete then the parent task status will change to "ordered"
-When sub task "order dispatched" on same card has been marked as complete then the parent task status will change to "in transit"
-When sub task "order received" on same card has been marked as complete then all other subtasks are now complete and parent task status will change to "order complete"
I have been told there may be a way to do this using API or Integrate - is there any quick tutorial floating around somwhere that explains this method?
Cheers!
Hi Mark Owen, welcome to the Community 👋
I've asked our support agent to reach out to you about this, and they now have 👍 Please let me know if there's anything else we can help you with.
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
Hi all,
I just did a new rule in automation but it did not work. can someone tell me why?
Hi Aoufa Sellami, are you able to see this trigger as active when you check out your list of automations? More on Automations here. Please provide us with as much detail as possible so we can help 🙂
Elaine Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices
Elaine Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices