Can you create a folder/project from a template via email?
Hello,
Is it possible to create a project or folder from a template via an email? We have action items in Wrike when someone leaves the company, for example, that is started off when a termination email comes in from our HR team. I would like to automate the creation of the new folder from the original termination email, versus someone on our team receiving it and then manually duplicating the template. I have already created a submission form but looking to automate this last step. Thank you!
help.wrike.com/hc/en-us/articles/210324185-Email-Integration
Going to follow this one as i'm very curious as to the answer. My first thought would be to create a Request Form that auto triggers the project. When HR sends the termination email, they can take one more additional step to complete even a basic Request Form, with just a few Questions.
1. Employee Name
2. Term date
3. Department
Then all this can be rolled right into the project via the template.
Would be great if we could Email to a Request Form to auto create the project.
@Ian @Marjorie Hey, thanks for posting and commenting here 🙂
Currently you can only create a new task in a new folder if the title of the folder added to the subject of the email does not exist.
@Ian I think that @Marj's idea of creating a Request Form can help in this situation, and you can set it up to create a task from a Template or a Blueprint upon Request Form submission 👍
Lisa Community Team at Wrike Wrike Product Manager Wrike DiscoverでWrikeの専門家になりましょう
Lisa Wrike Team member Wrike DiscoverでWrikeの専門家になりましょう