Hi everyone 🙂
Many of you have probably started using custom item types already. We would love to discuss some examples of how this exciting Wrike capability is helping with your everyday work.
As you may know, custom item types allow you to create work that matches your business processes in the Wrike workspace using your own terminology.
Let’s take a look at an example!
- Work in the professional services business
- Need to tailor tasks and projects to your processes
You may have the following challenge:
Aside from regular projects and tasks, you also have various types of work you need to create in Wrike - contracts, service types, client cards, etc.
Instead of using generic tasks for service types and client cards, and regular projects for client contracts, you can create custom item types such as a Contract project type, a Service task type, and a Client card task type:
As the example above demonstrates, you can display only the necessary fields on a card, so all your information is easy to find. You can hide or show different sections like file attachments depending on a particular custom item type. In addition, you can now add a default description that will appear every time you use that custom item type in the space or account.
How are you using custom types? Please share your use cases and examples below 👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover