Automate Due Date Based on Task Status Change

The goal of this automation request is to reduce the amount of human interaction/error with task date changes based on known parameters and better predict project completion when specific tasks reach a certain status.  Below I have laid out an example of how we would like this functionality to work:

We know from experience that packaging samples take 25 days from the time the files are submitted by our packaging team to when they are shipped by the factory.  We have a custom workflow for our Packaging Design task.  In an ideal world, once the status is changed to "ARF/Proof Sent, Awaiting Final" the due date for the task would be automatically adjusted to 25 days from the date that status change was made.  This helps us predict when the final packaging will be complete, thus when we will be nearing production start.  This also gives our purchasing team insight as to when the first PO should ship so they can plan logistics on containers and what will be loaded with each PO.

This would be a greatly appreciated automation that could help expand our Wrike usage to other departments within our organization.

Cheers!

Upvote 22
13 comentários
Spot On Innovative Approach Stellar Advice

Adding date adjustments to the automated actions would be greatly helpful.

Our current workaround is that when the task status shifts, it @ mentions the assignee and reminds them to shift the date. Maybe this could work for you in the meantime. I have to assume date shifting is on the roadmap for automation since the potential is endless.

Great submission, Trevor!

2
Spot On Innovative Approach Stellar Advice

Hi Anna Wallace, as always, great minds think alike!  Yes, we use the same automation for a workaround, but definitely not sufficient for our needs and prone to user error.  How many times have you thought your were adjusting the due date, only to see you adjusted the start date of the task?  I screw this up all the time!  LOL! 😂

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Spot On Innovative Approach Stellar Advice

Hi Trevor Tollefsbol, Anna Wallace, thank you both for sharing your feedback on the Automation Engine, I've passed it on to our team 👍🏼

Cansu Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Cansu Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

2
Spot On Innovative Approach Stellar Advice

Great suggestion. I also think the automation is helpful in case some people aren't as responsive with the reassignment automation that requires the manual shift in dates. Good call, Trevor! Automation would keep the visibility of date deliverables more active then relying on humans :)

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Spot On Innovative Approach Stellar Advice

Thank you for adding your support here Mary Jennison, please be sure to upvote the post if you haven't yet 🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Cansu Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

0
Spot On Innovative Approach Stellar Advice

This would be a big help for us to better manage our projects as well. We regularly have to shift dates on projects depending on what a was found in a prior step in the workflow. 

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Spot On Innovative Approach Stellar Advice

Thanks for adding your voice here Greg Leff, please be sure to upvote the suggestion if you haven't yet 🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Cansu Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

0
Spot On Innovative Approach Stellar Advice

Hi Guys, 

I think I'm in the right place and this is a great idea! What I would like to see is Wrike automatically set the status of a task according to the due date. Lets just say, a due date has passed for a task, I would like to see the task status to be changed to overdue etc automatically without having the need of someone manually changing it. That way a project manager can get a notification saying 'This task is overdue or the status of this task has changed from in progress to overdue.  

So maybe under automation we can have something like 'When task due date has passed, change status to overdue and notify so and so'. 

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Spot On Innovative Approach Stellar Advice

Hi Jameel Choudhury,

The automation I am requesting here is to customize a due-date delay once a task reaches a specific status.

The functionality you are referencing is already available through Wrike Automation.  I've setup a quick automation below for you to reference.  

Cheers!

1
Spot On Innovative Approach Stellar Advice

Not being to automate a scheduled date is a major disadvantage of Wrike to Smart Sheet.  The feature seems so basic to the fundamental function of workflow management and tracking.  

0
Spot On Innovative Approach Stellar Advice

Hi Kurt Gauss, welcome to the Community 👋
Thanks a lot for supporting this idea! I'm passing your feedback to our Product team. Please make sure to upvote the original post above if you haven't yet - the number of votes helps the team understand how popular the suggestion is. Here's more detail on that, but please let me know if you have any questions! 
If you'd like to know what this Community has to offer, please check out our New to Community forum.

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

I would really like this feature for the automations!

I've been looking at a way to create a good backlog for our team, and when something is pulled out of the backlog (status changes from Backlogged to New) it would be so helpful if the date for that task/subtask realigned automatically. 

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Spot On Innovative Approach Stellar Advice

Thanks for adding your support here, Brittany Stringer

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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