Adding Project Template after Creating Project from Custom Item Type
Hi Wrike Experts!
I need your help with a particular process we're trying to accomplish. Here's the scenario:
Before a project is launched, we write a "Market Requirements Brief" using a Custom Project Type (utilizing the new "Custom Item Types" introduced this past year). This is performed through a request form. After the Market Requirements Brief is created, the team determines what the development timeline will be (in months). This is typically 3, 6, 9, 12, or 18 month development timeline which drives what project template we need to use (see list of templates below).
Our project templates contain all tasks necessary for our team to bring a product to market (each task has its own custom workflow...see below).
This is where it gets tricky...how can we add in the tasks from the correct template to our "Market Requirements Brief" after the Brief is created? More than this, I would like this to either be triggered by a status change in the "Market Requirements Brief" or through a request form that allows me to select the correct template and allows me to select which "Market Requirements Brief" to place the project tasks into. Lastly, I don't want the project container for the tasks to be the template project folder, but instead the tasks should fall directly into the "Market Requirements Brief" project.
I know this sounds a bit convoluted, but the reason we do this is because launching all of the tasks at the same time the "Market Requirements Brief" is created causes a large number of assigned tasks to collect in our system. Also, each task has a different timeline based on which template we are using. If we pick the wrong template before the Development Timeline is determined, then we have a lot of admin work to perform after the "Market Requirements Brief" is approved. Finally, we are a very small team running more than 40 concurrent projects (sometimes WAY more), with only 2 of us doing the actual project management in addition to our primary responsibilities.
I appreciate any help that can be offered from this wonderful Wrike community!
Hi Trevor Tollefsbol,
Using the form you can define that upon completion of the form a PROJECT taken from the Blueprints will be created.
Unfortunately, you have no way to define (which project to take / create) via a drop-down menu as this is a functionality you only have at the submission of the form.
So you have to create a form for each project you need to create.
To be sure you are using the right form you could, at the change of state, do an automation, which checks the value of the custom field and add a comment to your Custom Item with the link of the form.
It's not much but it might at least help.
Thank you, Pietro Poli. I will see if I can get that method to at least give me a nudge in the right direction.