Default Subtask Workflows

It would be amazing to be able to set a default subtask workflow for a task.

Use case:

Task is: Source furniture for living room
(The workflow of this is In-process - On-hold - Completed)

Subtasks are:

  • Sofa
  • Lamp
  • Coffee table

(The workflow of these subtasks is Sourcing - Sourced - Purchased - Delivered)

And even subtasks of a subtask for example under the Sofa subtask you may have options, and those options could have a workflow that is Internally Approved, Externally Approved, Final Select, Not Selected)

So the chain could look like this:

Source furniture for living room (IN-PROCESS)

  • Sofa (SOURCING)
  • ------ Sofa option 1 (INTERNALLY APPROVED)
  • ------ Sofa option 2 (EXTERNALLY APPROVED)
  • Lamp (SOURCED)
  • Coffee Table (DELIVERED

JUST A THOUGHT!

 

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11 commenti

I do this manually for one of my folders. I agree it would be helpful to be able to set them by default. It could work even better if you were able to set sub-levels within the same workflow instead of creating separate workflows. 

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That would be amazing!

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Thank you for sharing this suggestion Andre Herrero, and thanks for supporting, Anna Wallace 🙌

Passing this on to the team now 👍

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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Yes please!  My only workaround is to teach the team how to create subtasks from a blueprint when they manually add these on - so that it'll automatically have the right workflow (and assignees, description, custom fields, etc.)

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Cansu

Thank you for chiming in here Meredith Selden🙋🏻‍♀️

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Has there been any change of plans for this? I too would find that useful. I CAN use a blueprint, but why when using automation would work so well.

Also, even if not using automation or blueprints, there are times when I would want a simple one-off sub-task to follow the basic TASK workflow to remain consistent throughout the project. It just goes to default right now.

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Hi Ginger Nasser , thank you for sharing your use case with us. Do I understand correctly that when you create a subtask its workflow is different from the one of the parent task? Would you please let us know in more detail what is the process you follow to create these tasks?

Thank you!

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

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

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I too am wondering how to change the workflow of a subtask. I see a lot of people saying it can be done manually (which for my case, would be fine), but I do not see how to make the change. In my instance, the task has a custom workflow, and I would like the subtask to have the default workflow.

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Hi Matt Curtis, thank you for chiming in. Would you please confirm if when clicking on the caret icon of the status you can see the Default workflow (and other available workflows available in your account)?

If so, does this happen in all your Spaces? Looking forward to your reply.

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

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

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Most tasks do show up this way, yes. However, the task I was building/using was part of a blueprint, which I assume has something to do with the issue. I had created the task, assigned it the desired custom workflow, then entered a subtask, which automatically assumed the parent task's workflow without the possibility to change it. See lines 10-11 in the screenshot below.

Even if I use the blueprint to build a task, it won't let me edit it after building. See line 2020 below.

The solution I found was that I needed to build out the task AND the subtask before assigning the workflows. If the parent task and the subtask are both built out, and then I change the workflow of the parent task only, I'm still allowed to edit the workflow of the subtask. If I assign a workflow to the parent task, then create a subtask inside it, it will not let me change the workflow of that subtask. Lines 4-5 below are the desired outcome.

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Thank you very much for sharing all these details about your case, Matt Curtis. Please, let us know if you need further assistance - or the help of our Support Team 👍

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

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

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