Suggestion to expedite using blueprints
Hopefully this post will help you folks make Wrike a little more intuitive and simple. When creating a new task, the user should have the option to do one of the following (actually, both would be nice).
1. Right-click a task in list view and select "Create from Blueprint" to make a subtask under it using a blueprint's name/permalink.
2. Click the +Item button and paste a blueprint permalink to create a task from a blueprint.
These methods would be a heckuva lot more intuitive than navigating to the blueprint, opening a small form, and specifying the folder to create the task in.
Also, to the Wrike employee who will likely respond to this, instead of telling me "This suggestion is on our Product team's radar," just say what you personally think of the idea and pass it along. Thanks.
To add a subtask from a Blueprint we click the + Item in the subtask section then instead of typing we use the blue drop-down box towards the right - you can search for the Blueprint Task and add it directly as a subtask. The issue we have is we need to manually add each individual subtask from Blueprint and sometimes we need a lot of them, so it can be time consuming.
Use Case: Our Request Form asks for "type of request" on a drop-down box and depending on which the client selects it knows which Task Blueprint (with subtasks) to use. If the client selects the wrong request type, we are then forced to manually update the task to match the correct Blueprint. We typically do this by manually adding all the needed subtasks from Blueprint then updating the Workflow Status, Folder location and Assignees. This way we still retain the history of when the request was submitted, with all answers and custom fields filled out. We wish there was a magic button to "convert this task to use Blueprint Task xx" (and search for blueprint task name) to automate all these steps. We love the request form singularly intake client requests for our division of 100 people .... but this is the down-side.
Hi Luke Koser and Meredith Selden, thank you both for taking the time to share your feedback and use cases in detail. I'm passing it on to our team🙋🏻♀️
Thank you!