[Status: Backburner ⏳] Moving or Duplicating Custom Item Types

I think it would be helpful to be able to move and/or duplicate Custom Item Type templates. Right now, if I make a template in a space, but then realize after using it that it needs to be account wide, I have to recreate the CIT template at the account level and change the item type of anything already created at the space level to the new one. If we could move the CIT templates from space to account or space to space, this could be avoided. 

Additionally, I would like to be able to duplicate the CIT templates with all the settings/fields. I need to make a bunch of different CITs that are all very similar; workflow, visible fields, custom fields are all the same. The only difference is when filling out the custom fields. It would be much quicker to create CIT if I could duplicate the templates.

I would like to be able to fill in the custom field in the CIT template as a default setting when using the CIT, duplicate the template, change the title and custom field entry, and repeat.

Upvote 64
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Thank you for sharing such detailed feedback in relation to custom item types Claire Findlay! I will pass it on yo our Product team shortly.

Welcome to the Community 🙂

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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Yeah I was surprised this wasn't possible. I was looking into changing over from Blueprints/Tasks to custom item types for my intake forms that load tasks based on options chosen, but I can't pre-populate custom fields in a custom item type (or Blueprint), nor do subtasks created through a form take on the properties of the main task.

Custom item types were nice because I can customize what fields show based on the type of deliverable chosen - one of the pain points in our workflow is every custom field shows up for every task. But not seeing a solution that works for my needs yet - I'm stuck with a folder called Templates with pre-populated tasks in there.

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Thanks a lot for sharing your use case in detail Austin Headley, this is very helpful, I'll be sending your feedback to our team responsible for custom item types 🙌

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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To duplicate stuff is one of the core function of wrike in the build phase. I was really suprised that was not implemented with the CITs. Now I have to do the same steps several times. I hope at least with the API function would that be possible.

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Hey Lukas Flatz, I'm now checking with our product team to see if there are any updates on the the topic of duplicating custom item types. I'll let you know if there is 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

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Hi folks, I checked with the team now - they would like to do this in the future, but for now, it's not on the roadmap yet. We'll keep you posted! 

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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The ability to duplicate an existing item type would be a big time saver for us as well.

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I agree. We are building all of our blueprints/projects with CITs. This gives teams the ability to create a dashboard with the tasks that matter to them.

This is very time consuming starting from scratch each time. Many times there are only one or two updates to an existing CIT to create a new CIT. Being able to duplicate a CIT would be a huge time saver. 

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Ugh. I need this!!

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Thank you for your feedback here, folks! Please be sure to also upvote the main post above if you haven't yet: votes help our team understand how much interest there is for an idea here in the Community. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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We definitely need the functionality to duplicate custom item types. Many of them are very similar but need one or two different custom fields visible so rather than having to recreate every one from scratch - it would save an incredible amount of time to just duplicate one that's similar to what we need and adjust. 

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I agree with the comments and I'm adding in my vote. This would be hugely helpful! 

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I have added my vote as well. We need this! 

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Thanks, everyone! 

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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You've got my 1up too. I usually prototype new templates and experiments in a separate space before deploying to our development spaces. I would love the ability to copy or invite new spaces access to an existing space-specific CIT. I was surprised/annoyed that I couldn't directly use what I created in my sandbox space.

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Hi Joesph Hoffmann, thank you for sharing your feedback with us, please rest assured that your comment has been noted and that we are making our Product Team aware of your experiences.

We will keep you updated in case any changes are implemented 👍 Please, let us know if there is anything else we can help you with.

Juan Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Juan Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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Plus one.

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Yes, this is pretty essential. we are building out CITs with a group of core custom fields in them...I'm having to do the same job again and again and again right now. painful.

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This functionality absolutely needs to exist.  A team has developed and tested CIT's in their own space, and now that we want them to be account wide, or in other spaces -- we have no way to easily do this.

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I agree 100%. We need this feature and this should've been added already. This was raised in Nov2022 and I hope we can do something about this.

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Hi folks, thank you for your continued feedback here! 

Please don't forget to upvote the main post here - we're getting closer to 60 votes and we'll be soon adding one of our statuses here 👍

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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I agree with the original post from 2022 - I created a CIT in a space but now realize that I need it at the account level instead.  It seems like I'm going to have to re-create it at the account level, mass edit all of the tasks that are using the space-CIT and update them to use the account-level-CIT instead, then delete the space-CIT.  Seems like a bit of hassle compared to moving the space-CIT to become an account-CIT.

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Upvoted! Yes, please!

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Hi, I'm here to upvote! I'm using the custom item with my request form, and I'd LOVE to duplicate. 

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Upvote added, this would be very helpful us!

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upvote!

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Another upvote. This would be very helpful for our team.

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