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The TADA'S of new task creation

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    Anastasia

    Jacob, this is amazing! Thank you for sharing these tips, it's great to learn about the processes your team comes up with in Wrike. Can't wait to hear more :)

    P.S. I can imagine how fun the training sessions must sound!

    Anastasia Community Team at Wrike 💡Узнайте о самых популярных функциях Wrike и советах по его использованию

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    Jörn Weber

    Hi Jacob,

     

    can you switch on a light in my "dark room"? What do you mean with "Allocation Custom Field"?

     

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    Jacob Sinacola

    Hi Jörn,

    We use the Wrike.com/labs feature called "Task-based Resource Allocation" That feature adds a custom field called "Allocation" to all tasks that may then be viewed on the Workload view (similar to the Timeline View, but shows how much time that person is allocated for).

    When we first launched, that feature worked on %'s, now the workload view will convert the % we enter on a task to hours in the workload view (appears to assume an 8 hour day).  We are toying with the idea of switching to estimating allocation in hours but we are really just focused on building the behavior of thinking about and entering some estimation of the time a a task will take.

    Here is a google slide that has some screen shots of where the allocation field appears (once enabled in labs and then added to the root/parent folder via table view) and what the workload view looks like.

    https://docs.google.com/presentation/d/1OCnMPzbuyVrlNFaDi4U0HNn2mEgCCRkVo2jbzM2J020/edit?usp=sharing

    Hope that helps!

    Jacob.

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    Jörn Weber

    Thanks Jacob,

     

    very interesting approach. So if you create a new task do you "skip" the duration part of the task (which could be in a sample 3 hrs.) and just enter 20% into allocation?

    I'm not sure how I deal with the "When do you want this task to be done" section. 

     

     

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