Submit a Request Form thats assigns to an existing Project
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Hi there - we would like to create a Request Form that will assign or attach an addendum to an EXISTING Project (vs creating a NEW Project or Task.) We can see options for the Request Form to be added to a Folder, but not to a Project. Is there a way to do this (or a workaround you might suggest?) Yes, we considered using a Dynamic Request Form for this need, but that option will not work because the info to be gathered via this Request Form would not be known for many days/weeks until AFTER the Project is initiated. Thanks for any advice you can offer! |
Echo this for sure! We have to manually add the folder now but it is a step that is most often forgotten.
Would be great if it was a mandatory field in the request form for us. As an autocomplete (like the search bar)
Hey guys, thanks for posting here 🙂 Currently there's no option to add a task to a project when submitting the Request Form, so @Barbara please let me know if you'd like me to move this thread to the Product Feedback section so that other Community members could upvote this suggestion.
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
Agreed! Our organization has whole teams dedicated just to this "triage" step.
The vast majority of our requests are related to existing projects or tasks, so we really need to either generate the request from the project/task or have a way to tag (required or not) to the request prior to sending. Those requesting aren't likely to remember after sending and the receiver shouldn't have to tag it on their behalf.
Thanks!
mdr
Hi Richard Herzog, welcome to the Community! 🙂
Thanks a lot for your feedback, I'll be passing it to the product team. This thread now exists in our Product Feedback forum, so please make sure to upvote the suggestion. Here's how this forum works 👍
mdr
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'd like to bump this feature request. The inability to submit Tasks to existing projects is a huge hole in the Wrike workflow. This request has been around for over two years. Has there been any movement on it? Is it in the backlog? Any info you can provide would be appreciated.
Hi MOHAI! It's possible to create a task by request form submission and add this task to an existing project:
Please let me know if that helps!
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
Thanks, Lisa, but that isn't a viable solution for any company operating at any scale.
What we (and others) are looking for is a way to select from existing Projects during Task creation. A Wrike user would be able to query the backend to get a list of all current Projects dynamically.
Thank you for letting me know MOHAI, I'll let our Product team know your 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