Alphanumeric Auto Number

We are new to Wrike, in fact, we are evaluating the option of migrating from another platform. We are contractors and our workflow starts with a request to bid from clients. In our current setup we have a bid log where we log every project that comes thru the door. at this stage the project gets an alphanumeric code that identifies it for its entire life that can go all the way to construction. This number is also used in the sequence of purchase orders when ordering materials of services. We do not see the option of creating a custom alphanumeric code on the options of custom columns in Wrike. Can it be added? I can think of a bunch of other instances one will need a code to identify a ticket, a form, a task etc. in my mind codes and numbers are easily  searchable and short references that have great meaning in any work environment.

7
3件のコメント
Spot On Innovative Approach Stellar Advice
Avatar

Albert, 

Our team is on the same boat - we're looking to switch platforms and the way we track our projects is to assign job numbers to them. It's important that the job number auto-populates so there are no 2 jobs with the same number if we self-assign (imagine the chaos)! With the way Wrike currently generates a Job Number, it's associated to Wrike as an entire system - which doesn't actually help when you're looking at an 8+ digit number, there's no way you'd remember the digit code. 

It would be extremely helpful to allow each account/team to determine their start number (whether it be a single digit, or 4 digit starting randomly at 1424) - it would be extremely helpful with the transition of one platform to the next as well. 

2
コメントアクション Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Our company needs Wrike to auto-assign sequential product numbers as request forms are submitted, but as of yet I have not discovered a way to do this.

0
コメントアクション Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hey everyone, thank you for your feedback here. There's a similar thread here, and for now, it has a "Backburner" status. I'm checking with the team right now and I'll update that thread as soon as I have any news. 

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

0
コメントアクション Permalink

Folllowing List for Post: Alphanumeric Auto Number
[this list is visible for admins and agents only]

トップ
Didn’t find what you were looking for? Write new post