Customize Plus Button options

A helpful feature would be to allow for the customization of the Plus button that is used to create tasks/projects/requests. 

As a team admin, I have numerous users who continue to manually create new projects instead of using our request forms to setup the projects. This has led to them not including all the information that we need when filling out the request form, which is slowing down our process.

I have looked through the Community to see if someone else has requested this feature but was unable to find one. The closest post I found was discussing that folks with Collaborator licenses only have the ability to submit a new request when they click on the Plus button. Honestly, that limitation would be ideal for me to apply to some non-Collaborator users/groups in Wrike. If we could customize what appears on the Plus button's list of options and save it as a preset for certain groups, that would be helpful to "teach" users how to use Wrike properly.

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Spot On Innovative Approach Stellar Advice

Thank you for submitting your post Shawn Flanagan! Have you tried using access roles for this? Users with limited and read-only roles are unable to create folders and projects. Please let me know what you think! 

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

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Spot On Innovative Approach Stellar Advice

Lisa Thanks for the link to the access roles. I have not tried adjusting user roles for this situation, but it may be the best solution that is currently available. 

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Spot On Innovative Approach Stellar Advice

No problem Shawn Flanagan, we're happy to assist. 

If you need help with anything else, do let us know 👍

Elaine Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

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

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