Automation for description

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Zoltan Komaromy

Hello,

An automation would be very helpful what copy and update main project's description into subitem's description field. 

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Комментариев: 7
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Juan

Hi Zoltan Komaromy welcome to the Community! May I please kindly ask you to elaborate a bit more on your request so we can better understand your case? Currently, it is possible to automatically create subitems or subitems from blueprints via automation rules. Is this something similar to what you are trying to achieve?
 
Looking forward to your reply!
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Zoltan Komaromy

Hi Juna, 

I have Production blueprint project what contains few tasks (designing, manufacturing, packaging etc).

I would like to write the details (size, printing colors, qty etc) into the main project's description and it should copy into every tasks' description.

Why it would be good? 

Because every department check their assigned task (for example packaging) only and would know the details about project. 

At this moment they had to open the main project for infos. 

I hope you understand my opinion. 

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Juan

Hi Mike, thank you for the additional details! A workaround for this would be to create a Text type custom field called "Description" or similar, include the relevant data into the field and then copy this information to the tasks by dragging the corresponding cell in the New Table View.
 
Would this be an option for you? If you have any additional questions, please let us know 👍
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Walkyne Lorrayna

Hey, Zoltan Komaromy! 

In our account, we created the projects and tasks from requests forms and we included all the details. Based on this new item, I used this automation: 

Select a folder > Other - New item > Do this - duplicate with subitem 

Using this steps, you can select what you can copy for subitem. 

I work in portuguese Wrike version, but I hope this idea helped you. 


 

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Juan

Hi Walkyne Lorrayna, thank you for sharing your workaround with the Community, I'm sure many members will find it very useful!
 
Please, keep the good ideas coming!
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Cade Gaede

I also need this, it's a pain to input project details into 20 tasks within a project, and let's say the details need updated. Now we have to update 20 tasks descriptions. 

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Basudha Sakshyarika

Welcome to the Community, Cade Gaede! 🎉
 
Thank you for your feedback. Were you able to try any of the workarounds provided above? Just to reiterate:
 
You can use a Text type custom field like "Description" to input your data and easily copy it across tasks by using the drag fill feature in the New Table View.
 
Alternatively, when creating projects and tasks from request forms, you can use the automation: Apply rule to: Select the Item Type and Location -> Trigger - New item is created -> Action - Duplicate as subitem. This allows you to choose what details to copy for subitems.
 
Please let me know which option works best for you. Thank you!

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Станьте экспертом в Wrike с Wrike Discover

Basudha Sakshyarika Wrike Team member Станьте экспертом в Wrike с Wrike Discover

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