[From Wrike] Automation Rule New Action: Prefix, Suffix, Change Name ๐ค
Afixado Em destaque
Hello Community!ย
Has your team ever had a challenge working with naming conventions? Is manually adding prefixes or suffixes to new or existing items not an option for you? If so, we have great newsโฆ our new action in Wrike Automation has got you covered! ๐
Wrike has launched a new Change name action that allows you to change the itemโs title in three ways: automatically categorize your items by adding prefixes, and suffixes or simply renaming them completely. ๐ค
When creating a rule, you can find the three new options listed in the Change name action :
With this powerful enhancement, adding prefixes to new items is as simple as this:
- Select the trigger โNew item createdโ.
- Select the condition โChange nameโ and choose the option โAdd prefixโ. Type the prefix youโd need to include in your itemโs title.
Tip! Donโt forget to select a location where the rule applies to ensure that prefixes are set in the correct folder, like a specific Client folder or your Backlog.
And youโre done!ย
And what about already existing items? Easy! ๐ You can create an automation rule to automatically add the relevant prefix (or suffix) when a custom field is ticked.
By ticking the custom field, the prefix will be added to the itemโs title:
We know that the idea to add prefixes and suffixes automatically has been quite popular among many of you so please show your excitement in the comments! And please feel free to drop any questions you might have about this new addition ๐ฅ
Juan Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
Juan Wrike Team member Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
Thanks Juan! Is it possible to manage prefixes/suffixes manually, outside of automation? I know about the add prefix prompt when creating from blueprints, but are there other places to manage this functionality or is automation the only way?
I'm sure it's just me, but I'm having trouble following the directions for changing a prefix name after one has already been created. Is there a video to watch?ย
Furthering Allison Chase's point, having the ability to manually update or change a prefix would help immensely.ย
We currently create our projects using request forms and blueprints, and we need to use prefixes to differentiate between tasks, otherwise people could have 10x tasks in their 'to-do' with the name "10 - PMA Phase 1 - Definition" for example. We use the project CAPEX ID for this to avoid very long task names.
If the project doesn't yet have a CAPEX I.D then we use a temp prefix, but this would be changed once an ID is generated. Currently we manually update each of the task names.
I've attached a screenshot example.
The missing of mass changing by hand is the reason why we are not using prefixes and say that every coworker has to have a look in whcih project the task is. Mostly that is possible as you can see it in Dashboard and Reports. But I completly agree a prefix for a complete project which can be changed afterwards by hand would be great.
Juan this seems to me like a automation with potential but in order to have any function for us we have to be able to pull the prefix (or suffix) from a variable for example by a custom field value. Otherwise we have to make a separate automation for each project as each project has different prefix. Also a replace prefix/suffix action should be needed (detecting example by [ braces). As otherwise after duplicating a task from a different project gets a additional prefix.
Also I agree with Sven. Prefix in our projects is always the same for the whole project and all subfolders. So any way to change the prefix by mass editing would work for us. New tasks should have the prefix also.
Thanks a lot for sharing your feedback, everyone ๐
Allison Chase It's also possible to add prefixes when duplicating tasks, projects, and folders; as well as when duplicating items when a request form is submitted.ย
Tara Miller We don't have a video for this functionality yet; please let me know if you'd like to speak with our Support team.
Guy Murphy, Sven Passinger, Jacco Stam Thanks for letting us know your thoughts, I'll pass your feedback to the Automation Product team ๐
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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
Lisa Yes, I'd like to speak with the Support Team. Thanks!
It would be amazing if we could add a prefix from a field not just a piece of text. E.g., add a prefix of the task ID
Hi Tara Miller, I have opened a ticket with our Support Team on your behalf, one of our agents will reach out to you very soon ๐
Hi Talia Neal, thank you for your feedback, I'll share your suggestion with our Product Team. In case you have any additional questions, please let us know ๐
Juan Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
Juan Wrike Team member Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
Loved seeing this thread.ย ย My firm uses the prefix functionality by language, batch, phase etc.ย There are many large blueprints, so adjusting prefix manually is quite tedious.ย ย When I saw this post about the automation I was very excited to read it.ย ย That is a great feature, but there still exists the need to change existing as the article appears to suggest change, but I am unclear as well.ย ย
Thanks for always continuing to improve our user experience.ย ย Wrike just keeps getting better.ย ย
Juan Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
Juan Wrike Team member Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
+1 for Jacco Stam's suggestion. Pulling the prefix or suffix from another field would be immensely helpful in our workflow.
Thank you for sharing your feedback Evan Carroll, and welcome back to the Community ๐
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
It would be great if from form submission or as an automation; the project ID is added to the name of the project as prefix.
Is this on the roadmap? I know Wrike Integrate Lite has a recipe to do this with sequential numbering - but this is too expensive on top of pinnacle!!
Hello Karina Baird, thank you for sharing your case with us. A possible workaround could be to duplicate the project and select the option to add a prefix - this prefix could be the parent project ID:
I hope this information helps! Please, let me know if you have any additional questions ๐
Juan Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
Juan Wrike Team member Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online