Custom fields copied from Blueprints

As described on https://help.wrike.com/hc/en-us/community/posts/360023747733-Custom-fields-in-Blueprints- there is a distinct need to copy the enabled custom fields from a blueprint when using that blueprint functionality. Moreover, allowing users to add custom fields to blueprints gives them the impression that these custom fields will be created when they create the project, which is just not the case. This manual work takes up a lot of time and is something that your competitors offer. This should be a no brainer. 

Upvote 72
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
22 comentários

Hi Judah Ferst, thanks a lot for creating a Product Feedback post for this! 👍

I'm passing on your feedback now. 

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Surprised that I couldn't do this when I tried to. We use tasks for deliverables, and it creates a subtask when someone requests that deliverable in the form. If pulling from a blueprint, it's not able to copy the custom field to indicate the deliverable type.

Until this is fixed I just have to create the task outside of blueprints and pull that in from the form build.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Austin Headley, thank you for letting us know your feedback! Our team is aware of this ask; once I have any updates from them, I'll make sure to let you know. 

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I've tried to activate custom fields on a parent folder and the blueprint, which shows them.  When using the blueprint and placing the project in the folder, it only shows some of the fields.  I think has something to do to whether the field is from a parent, "this folder" or subfolder.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

As a user, I expect to see the same functionality across the entire platform so I have a consistent experience. I thought I was going nuts when I didn't see the option between Attachments and Dependencies:

Custom fields on Blueprints would save me time so I don't have to manually tag our "business as usual" tasks for reporting purposes each month - How much work was completed by each team or was a combined effort? Which category was the work for? Which channels did we target? What type of work was it? What was the estimate? - all repeatable data points that serve the team and would save us time if it could be automated.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you for adding your support here Daisy Hibbard

I'm sorry to hear this causes inconvenience. Please rest assured our Product team is aware of this feedback, and we'll let you know once we have an update from them. 

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Would like the opportunity to add in a custom field numeric to a blueprint task.  We sum and roll up "Social Posts" based on subtasks that connect to Marketing Insights.  Currently I have to fill in the custom field in each subtask, but if the custom field was filled in from the blueprint, it would greatly reduce the time needed to fill them all in manually.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Cansu

Hi Teresa Harding, thank you for your feedback, I've shared it with our Product team. Please be sure to upvote the original post if you haven't yet 👍🏼

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

We would like the ability to copy Custom Fields when saving a Task as a blueprint. (I understand that this functionality already exists for the creation of Projects from blueprints, but we rarely create Projects from blueprints.)

We would also like the ability to pre-populate Custom Fields in the blueprint. This will prevent us from having to populate the Custom Fields for recurring/repetitive tasks.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Cansu

Hello Michelle Nordwald, welcome to the Community, and thank you for posting!

I've shared your feedback with our Product team.

May I ask if you've considered using the new Work Templates? They would launch the custom fields you set when creating from it though it's currently not possible to create recurring tasks you can duplicate from it. 

Here is a detailed explanation of how to create task templates, please let me know if this helps 🙋🏻‍♀️

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Cansu, thank you for making me aware of Work Templates! How can I stay informed about new Wrike features?

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Michelle Nordwald, hope you don't mind me jumping in for Cansu here 👍

The best way to keep up with the releases is by following our Weekly Release Notes forum. In this forum, we share a post weekly where we announce all the updates from the previous week. By clicking on the "Follow" button, you'll receive an email each Monday informing you that the note has been posted 🤗

Please note that due to the holiday season, the next post will be published around mid-January. 

Let me know if I can help you with anything else! 

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Above development will enable me to add custom fields to projects created from blueprints?

 

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Cansu

Hi Anam Kidwai, thank you for bumping this thread, this is still a suggestion so please do upvote the original post if you haven't yet. There is a similar thread here, if you'd like to add your support there as well. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I added a comment here 1.5 years ago in support of this idea, and this has come back up in a major way at my organization as we are going to start relying heavily on custom fields. Having the ability to populate custom fields in a blueprint (project OR task) is crucial automation functionality. Otherwise, someone (usually me) has to manually update them once the project or task is created from the blueprint. I SO just want to select the custom field answers on the blueprint so whenever anyone kicks it off, it has all of the info we need for that specific type of work (which in theory will have the same pre-populated custom field values every time). 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you so much for your continuous feedback here Daisy Hibbard. Please rest assured it is passed on to our Product team. 

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Shocked this hasn't been implmented yet, up voted!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Juan

Hi Brianna LaBarge, welcome to the Community! Thank you for voicing your interest in this idea, I understand this feature is important for you and your team and I have passed your feedback to our Product Team. If you'd like to know a bit more about how we process feedback, please feel free to check this article.
 
Also, you can visit our New to Community forum to get the most out of your experience with our Community 🙂
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

After four years this feature is not available yet..

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

William Silva Colaborador, when you open a blueprint, any blueprint, do you have the 
"More Fields" option as shown below? For the life of me, I don't remember how I finally got custom fields to show up on our blueprints, but the option IS AVAILBLE! If you have blueprints attached to a Form to create a task when submitted (where it will attach a blueprint as a subtask), it will carry over the pre-selected custom fields!

I have overall account Admin permissions, so that might be how I was able to set it up last year. I also have these set up as account custom fields, not only available in a Space.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

UPDATE: I figured out how I did it! (William Silva Colaborador FYI!)

  1. Must be an Account Admin
  2. Go to Settings > Account Management (on left sidebar) > Custom Fields
  3. Click the custom field you want to add to Blueprints (Critical note: I had to create a folder per department so teams can only see the custom fields they need. Otherwise, if you add every custom field you need to the account Blueprints, you'll see all of them on every blueprint. For us that became a cluttered mess which is why I separated them.)
  4. At the bottom of the custom field pop-out, click "Add To" (see screenshot)
  5. Search for the name of the folder you created in Blueprints. That's it!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Daisy Hibbard I was able to get your fix to work. Thanks so much for posting!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Custom fields copied from Blueprints
[this list is visible for admins and agents only]

Alto
Didn’t find what you were looking for? Write new post