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 Learn about Wrike’s killer features and best practices with our Online Training Webinars
Basudha Sakshyarika Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars
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.
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 Learn about Wrike’s killer features and best practices with our Online Training Webinars
Basudha Sakshyarika Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars
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 Learn about Wrike’s killer features and best practices with our Online Training Webinars
Basudha Sakshyarika Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars