I am wanting to create a job card task sequence to manage our customer fulfilment process. Therefore the series of tasks will be duplicated many times- is this possible to set up in Wrike?

回答済み
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
1件のコメント

Yes, we do that with a complex template we have. Make a seperate templates folder and build the tasks in there. You can pre assign some tasks too. Create a workflow with a template or not scheduled deferred status and mark all of the tasks this status so they dont show on dashboards.

When you need the template right click on it and select duplicate. It will walk you through it at that point.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: I am wanting to create a job card task sequence to manage our customer fulfilment process. Therefore the series of tasks will be duplicated many times- is this possible to set up in Wrike?
[this list is visible for admins and agents only]

トップ

今後のライブセッション

お探しのものが見つかりませんか? 新しい投稿を作成する