[From Wrike] New Automation Actions: Create Items and Subitems from Blueprints โšก๏ธ

Afixado Em destaque

Hi everyone ๐Ÿ‘‹

We have recently announced that you can now create items and subitems in Wrikeโ€™s Automation as actions. But it doesnโ€™t stop there! We are very happy to let you know that starting today, the list of automated actions now includes two new options:ย 

  • Create an item from a blueprint ๐Ÿ“Œ
  • Create a subitem from a blueprint ๐Ÿ“Œ

We know that many of you have been waiting for these as this has been mentioned on multiple threads in the Community, for example, in this recent announcement.

How it works

When setting up an automation rule, youโ€™ll see the new action options to create items and/or subitems from blueprints. It works the same as the blueprint creation menu - youโ€™ll be able to choose a blueprint, enter its title, add a prefix if you need one, and select its location. Itโ€™s also possible to notify the blueprint assignees.ย 

We hope you are excited about more actions available in Wrikeโ€™s Automation! Please share your thoughts and questions in the comments below ๐Ÿ‘‡

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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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos
19 comentรกrios

Wow!!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Stumbled on this earlier today when I was setting up a new automation - happy to see this addition!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks folks ๐Ÿค—

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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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Fantastic! Thank you all for the add!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Nice, but what I am missing is creating a task with the same name as the triggering task. E.g. do not enter a name in the automation for the new task and Wrike takes the same name as the triggeing task. With the prefix one can double tasks in some conditions.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Great to see this option added! :-)

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Happy to hear you're happy ๐Ÿ™‚

Sven Passinger Thank you for the feedback, I will send it to the team shortly ๐Ÿ‘

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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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Is there/will there be a way to specify the dates? Also, seconding Sven that being able to use the name of the parent task in name or prefix would be beneficial.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Really cool!, will have a look into it :)

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I second the dates request. I would like to trigger the creation of a blueprint that is due same day, not the day I made the blueprint. Any other time I use a blueprint, there is an option to reset the dates-- will this be possible with automations?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Creating a task or subtask from a blueprint via automation should have all the same options as creating a task from a blueprint the usual ways. Prefixes and rescheduling the task and subtasks are all absolutely key to blueprint functionality. Without those, blueprints are nearly useless for my organization.

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Juan

Thank you very much for all your suggestions! Regarding the dates suggestions, Zachary Caylor, Elizabeth Bevels, Max Goldberg I'd suggest creating a separate feedback request so other users would be able to clearly see the benefits of your idea and upvote it. Probably, Max's suggestion would be the most comprehensive. Thank you for sharing your feedback with us!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi everyone, i created a feedback post for this feature here.ย 

Max Goldberg Elizabeth Bevels Zachary Caylorย 

I also need to set dates for subitems created from blueprints. Basically useless to use if i can't adjust the dates. Anyone else found a solution?ย 

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Juan

Hi Catherine Sneed, thank you very much for creating a separate request, great initiative since other users will be able to easily find it and upvote it ๐Ÿ‘ We will keep you informed of any available updates on Automation as soon as we're informed about them ๐Ÿ™‚

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I like the additional feature in the Automation build.ย  I agree with Sven on the "Create from Blueprint" option: creating a task with the same name as the triggering task.

Has that feature been considered more by the developers?ย  I see it has been 7 months since Sven Passinger & Zachary Caylor and others commented.

ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Or is there a variable that can be used to pull the title from the triggering task?

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Juan

Hi Curtis Jackson, thank you for your comments, at the moment we don't have updates regarding this option. I've passed your feedback on to our Product Team and we'll keep you updated if any changes are implemented ๐Ÿ‘

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Exactly, without being able to pull the name from triggering task, I'm not quite sure what I can do with this automation. I don't want to generated tasks of the same name each time a trigger action happens...

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thank you for your feedback Sahitya Yarlagadda, we'll share it with the team ๐Ÿ‘ And welcome to the forums ๐Ÿ‘‹

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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