Assign Request forms to groups

Hello,

I would LOVE if we can assign tasks (specifically for me when filling out a request form) to a group.  For example, we have a request form for a service call so if on a project site one of our pieces of equipment goes down the project manager can fill out the information and route it to the office.  I want the request to go to all of our Project Administrators so that if someone is in a meeting someone else can see it.  And the first person that sees it can grab it.

 

But as employees come and go I have to manually remember to add them or remove them from the request form.  It would be great to just use the group so that is always up to date.

Upvote 46
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7 comentários

+1 on this -- my team rotates work and when I'm OOO it would be nice to know they still have viz into new projects coming, instead of me having to remember to edit the 3 forms that different teams use to submit requests.

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It would be extremely helpful to be able to assign tasks to a group, since they share a skillset and do similar work, they can share and review similar tickets.

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Hi Wrike

Voting for this function where Wrike form can assign task to a user group, and assign task to user group depended on how the form question is answered. (if this then that).

Reason is for example if multiple forms or automation rules have "Procurement Manager" assigned to or notifies a user group, when there is a turn over of staff, only the User Group settings need to be updated. Not every single form and automation rule.

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Hi Wrike

Additionally assigning task or notification to "user group" function is already available in Automation rules, in @usergroup in comments and UserGroup visibility to spaces/folders/custom item types.

So it makes sense to have same functionality across all Wrike capabilities (Wrike forms) for consistency.

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Hi Jun Jet Davies, thank you very much for supporting this idea! I've passed your feedback on to our Product Team and we will keep you informed in case there are any changes.

Should you have any additional questions, I'm here to help 👍

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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Is it possible to add a shared inbox email as the assignee for request forms in Wrike without having it be a user? For our request forms, we like for them to go to a shared inbox so everyone can see reponses without our personal emails being cluttered. Is this an option in Wrike or do all assignees have to be a user?

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Hi Rose Clemo, welcome to the Community 👋 Assignees will need to be Wrike users, so I'd recommend sharing your idea as a separate Product Feedback post. Here's a post that explains how the forum works, but please let me know if you have any questions 🙂

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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