[Status: Investigating ๐Ÿ•ต๏ธโ€โ™€๏ธ] Data entered into custom fields rolls down to subtasks

 

Hi,

I'd like to see an option for data entered into parent task custom fields to roll down to custom fields in subtasks where applicable.

Our use case: We have a top level task, within that task we might have video, photography, graphic design so we create subtasks for each area. 

We have custom fields to dictate Website/Client, Type of Work, and a custom job number field (generated from another system) that would be the same information for the parent task and all subtasks underneath it. We have these as custom fields because we need to report on them.

At the moment we're just copying and pasting the information over which is taking up quite a bit of admin time.

Thanks
Holly

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This would be great and save so much time! 

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This would be a huge time saver and useful to the business.

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This would be a great time-saver if we could have this functionality.

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This function would be really helpful

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Stephen

Hi everyone, I really like this idea, I can definitely see it's benefits and I'll be sure to pass it to the Product Team for review and report back with any new information.

I've been thinking of some workarounds that might help.

If you know the Custom Field values at the point you're creating the parent task, you can duplicate the parent task and choose to copy the Custom Field Values. Then convert this duplicated task as a subtask of the parent. Take a look at the below. I understand it's pretty manual but perhaps it might come in helpful for now.

 

Duplicate the task and include Custom Field values in the duplication options.



Then drag and drop the duplicated task so it becomes a subtask of the parent. The task becomes a subtask and keeps the Custom Field values from the original parent task.

 

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Hi

We are using request form and this will save us a lot of time.

Customers are filling the request form and we have some questions related to custom fields.

Then each PM need to fill the custom fields again. This is not optimal.

The custom fields of tasks of a project or subtask of a task are mostly the same. So it will be faster to have the same data and change one or 2 different custom fields then putting everything again. 

 

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This feature would be great for us too.

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I agree. I would like a Task to be able to automatically inherit the Custom Field values that are specified in the parent Project. Copying/pasting or going back to the Parent project to get the necessary values is not efficient, and is prone to errors, and is frustrating since you can see the blank Custom Fields at the Task level and you know the data exists at the Project level.

 

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Any news if this is possible lovely Wrike team? :)

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Agreed, this would be a great feature to set as a default, unless the user does designate different field selections within the subtask. So if subtask fields are blank, then inherit parent task's fields in reporting. If any subtask fields are completed, then those should be reported on.  Please :)

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Hi @All, thanks for your input here ๐Ÿ‘ All the feedback is passed to our Product team. +1's of the original suggestion help us assess its popularity among Wrike users. For now, I don't have an update to share with you, but I'll get back to you when I have news. Once the suggestion hits 60 votes, we'll add one of the Product Feedback statuses to it, so please keep voting ๐Ÿ™‚

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

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This feature would be useful for my team, as well. We use request forms that populate custom fields at the project level but that are also needed at the task/subtask level. Having the option to auto-populate customs fields to all tasks would be very helpful.

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Also would be useful for me.

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Hi all, be sure to keep voting for this suggestion if it's something you'd like to see in Wrike.

This idea almost has 60+ votes now, and once it hits the threshold we'll be able to update the thread with a status. 

You can read more about the Product Feedback process here ๐Ÿ‘

Elaine Community Team at Wrike Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online

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Hugh

Hi everyone, our Product team is interested in this, and they are currently looking into methods of implementing it into the product. For that reason, I'm going to tag this thread as "Investigating". As soon as I have any other updates, I'll let you know! 

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