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Applying templates to existing files

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    Jennifer Archer

    Yes to all, please!!! We have stories (tasks) submitted daily and assign the templates later after an editorial discussion. The cutting-and-pasting of new subtask names wastes time.

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    Anastasia

    Hi Greg and Jennifer! Thanks for posting this request on the Community, we're really interested in hearing how you manage recurring work and templates now, so this suggestion is definitely helpful.

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    Jennifer Archer

    It's explained pretty well above. Staff adds a story idea (task), which are then decided upon for next steps by editors at a weekly meeting, then we have to go back and add the appropriate subtasks (up to five per task - these are the same five for every task). We add the file name (prefix) so the subtasks don't get lost since they have the same names ("edit story"). We don't want these tasks to be projects where the files names are able to be copied over to the template. I realize that if you applied a template to an existing project there would need to be a way that it wouldn't wipe out any previous subtasks or descriptions. It's a challenge to explain to staff why they can't add a template to an existing task. They think it should be easier. Thanks!

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    John Marsden

    Hi Jennifier, couldn't you just have a template that just contains tasks that you want to become the subtasks of your main story task? By doing that you can duplicate your template (and add the prefix that matches your main story task) to get your "subtasks" and then just drag and drop them into your story task's subtask icon and voila you are done. You now have your original main task with all the prefixed templated subtasks with descriptions attached. This method also won't interfere with any existing data or subtasks that were already attached to the main story task. Hope that helps as what you are requesting would be tricky to do and could lead to data loss and lots of tricky data merges through user error.

    Regards

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    Jennifer Archer

    John that could possibly work. We are trying to avoid leaving the task and going to another folder to find the subtasks. We will test it out. Thanks for the idea.

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    Gina Colombo

    Has this been addressed or solved since this thread from 2017? We are in the deployment process and are working through our request & planning process. Duplicating and renaming the templates is an extra step that becomes more complicated if the original request also includes all of the information we require in custom fields. Looking for ways to streamline our process. Would love some guidance or best practices for workarounds. Thanks! 

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    Hugh

    Hi everyone, just a quick update - there are currently plans to implement adding tasks from Blueprints into existing projects/folders soon. This way, you could put together a template in Blueprints and add it to any existing project/folder you'd like. As soon as I have another update for you, I'll let you know.

    Hugh Community Team at Wrike 💡Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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