Assign an automatic due date from a request form

We have an SLA to respond to requests within a 48hr period. When we are using Trello we had it set up so that when a request was submitted it automatically assigned a due date 48 hours ahead. The card would then turn red as that date approach. We really miss this functionality and would love for it to be replicated in Wrike,

We can't use the project template workaround as we don't use projects, just tasks.

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Hi Angus, thanks for the feedback here! I don't have an automatic solution for you (and we'll share your feedback with the team), but I did want to share two things you could do with the current functionality to hopefully make your team's work a little better:

  • Create Dashboard Widgets: If the Request form tasks go into a specific Folder, you can create Dashboard widgets which show the tasks created "Today" or "Yestersay". As you work through tasks you can set the appropriate due date. I know this is very manual, but hoping it makes it a little easier for you to add dates. 
  • Question on the Request Form: You can add date-type question on the Request form. I would make this a required field and specify in the question that the due date should be two days from the current date. Again, I know this is manual, but may help.

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

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Thanks Stephanie, I did find a workaround for the time being from someone on these boards but I'd still really like it to be as described above.

For the workaround we ask the form submitter to select today's date as a mandatory question then assign this to the project start date and use the auto rescheduling of the the template tasks (align with project start date) to add two days on to that date by having them set as 3-day-long tasks. It's not ideal but it does work,

 

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Stephen

Thanks for getting back to us Angus - the solution you've outlined is what I would sugggest here too 👍

I'm happy it's worked for you, though I understand it's not the ideal approach you're looking for. Your original post will now be available for other to upvote and discuss further and we will also make our Product Team aware of it too.

Thanks for posting! 🙂

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I agree.

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We had a similar SLA requirement on new work requests. We didn't want to have the user enter "Today's Date". What I did was have the form apply a project template. The first task has a due date set to "Today" and the second Task using the first as a predecessor.

Then set up a dashboard watching that "New Request" folder for "New" Tasks, Sorted by Date.

We happen to have 2 tasks in our process, but the system does allow you to either set a custom date with the duration as 2 Days, which may work if hours are important.

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How many up votes are needed for the suggestion for SLAs to get implemented into the request forms?  Curious if I need to force all my users to click this or not.

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Hey guys, thanks for adding your comments here. Feature suggestions posted in this section are all brought to the attention of our Product team, and your votes help us to assess the popularity of suggestions. Once a suggestion reaches the minimum threshold of 60 upvotes, it will receive one of the Community statuses. So adding more votes can help, @Jesse. You can also check out this post by Stephanie, which outlines the way we process posts in the Product Feedback section. 

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

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Here's a similar workaround we use, via Wrike Integrate. This recipe could easily be adjusted to set the task due date based on the form submission date, eliminating the need to ask for a date in the request form.

See the example recipe at https://www.workato.com/recipes/1054869

This example solution assumes that the request form generates a single new task, and it requires a couple of Wrike custom fields (available on Wrike Business and Wrike Enterprise). This solution could be modified to work for request forms that copy tasks or projects, as needed.

With this solution, the request form asks for a single date from the submitter, along the lines of "When do you need this request completed?". The resulting task created by the request form submission will reflect the following:

  • The task start date will be set to the date of the request form submission
  • The task due date will be set to the date selected by the form submitter (if you want to modify the recipe to support a 48-hour due date, you could adjust the recipe accordingly using a formula based on the form submission date/time)
  • The task description will be updated to reflect the date the form submitted requested, for audit purposes in case the task due date gets changed 

Full post in Best Practices at https://help.wrike.com/hc/en-us/community/posts/360037822313

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