Automation for description

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Zoltan Komaromy

Hello,

An automation would be very helpful what copy and update main project's description into subitem's description field. 

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Juan

Hi Zoltan Komaromy welcome to the Community! May I please kindly ask you to elaborate a bit more on your request so we can better understand your case? Currently, it is possible to automatically create subitems or subitems from blueprints via automation rules. Is this something similar to what you are trying to achieve?
 
Looking forward to your reply!

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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Zoltan Komaromy

Hi Juna, 

I have Production blueprint project what contains few tasks (designing, manufacturing, packaging etc).

I would like to write the details (size, printing colors, qty etc) into the main project's description and it should copy into every tasks' description.

Why it would be good? 

Because every department check their assigned task (for example packaging) only and would know the details about project. 

At this moment they had to open the main project for infos. 

I hope you understand my opinion. 

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Juan

Hi Mike, thank you for the additional details! A workaround for this would be to create a Text type custom field called "Description" or similar, include the relevant data into the field and then copy this information to the tasks by dragging the corresponding cell in the New Table View.
 
Would this be an option for you? If you have any additional questions, please let us know 👍

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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Walkyne Lorrayna

Hey, Zoltan Komaromy! 

In our account, we created the projects and tasks from requests forms and we included all the details. Based on this new item, I used this automation: 

Select a folder > Other - New item > Do this - duplicate with subitem 

Using this steps, you can select what you can copy for subitem. 

I work in portuguese Wrike version, but I hope this idea helped you. 


 

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Juan

Hi Walkyne Lorrayna, thank you for sharing your workaround with the Community, I'm sure many members will find it very useful!
 
Please, keep the good ideas coming!

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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