[Status: Investigating 🕵️‍♀️] Data entered into custom fields rolls down to subtasks

 

Hi,

I'd like to see an option for data entered into parent task custom fields to roll down to custom fields in subtasks where applicable.

Our use case: We have a top level task, within that task we might have video, photography, graphic design so we create subtasks for each area. 

We have custom fields to dictate Website/Client, Type of Work, and a custom job number field (generated from another system) that would be the same information for the parent task and all subtasks underneath it. We have these as custom fields because we need to report on them.

At the moment we're just copying and pasting the information over which is taking up quite a bit of admin time.

Thanks
Holly

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This would be great and save so much time! 

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This would be a huge time saver and useful to the business.

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This would be a great time-saver if we could have this functionality.

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This function would be really helpful

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Stephen

Hi everyone, I really like this idea, I can definitely see it's benefits and I'll be sure to pass it to the Product Team for review and report back with any new information.

I've been thinking of some workarounds that might help.

If you know the Custom Field values at the point you're creating the parent task, you can duplicate the parent task and choose to copy the Custom Field Values. Then convert this duplicated task as a subtask of the parent. Take a look at the below. I understand it's pretty manual but perhaps it might come in helpful for now.

 

Duplicate the task and include Custom Field values in the duplication options.



Then drag and drop the duplicated task so it becomes a subtask of the parent. The task becomes a subtask and keeps the Custom Field values from the original parent task.

 

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Hi

We are using request form and this will save us a lot of time.

Customers are filling the request form and we have some questions related to custom fields.

Then each PM need to fill the custom fields again. This is not optimal.

The custom fields of tasks of a project or subtask of a task are mostly the same. So it will be faster to have the same data and change one or 2 different custom fields then putting everything again. 

 

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This feature would be great for us too.

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I agree. I would like a Task to be able to automatically inherit the Custom Field values that are specified in the parent Project. Copying/pasting or going back to the Parent project to get the necessary values is not efficient, and is prone to errors, and is frustrating since you can see the blank Custom Fields at the Task level and you know the data exists at the Project level.

 

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Any news if this is possible lovely Wrike team? :)

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Agreed, this would be a great feature to set as a default, unless the user does designate different field selections within the subtask. So if subtask fields are blank, then inherit parent task's fields in reporting. If any subtask fields are completed, then those should be reported on.  Please :)

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Hi @All, thanks for your input here 👍 All the feedback is passed to our Product team. +1's of the original suggestion help us assess its popularity among Wrike users. For now, I don't have an update to share with you, but I'll get back to you when I have news. Once the suggestion hits 60 votes, we'll add one of the Product Feedback statuses to it, so please keep voting 🙂

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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This feature would be useful for my team, as well. We use request forms that populate custom fields at the project level but that are also needed at the task/subtask level. Having the option to auto-populate customs fields to all tasks would be very helpful.

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Also would be useful for me.

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Hi all, be sure to keep voting for this suggestion if it's something you'd like to see in Wrike.

This idea almost has 60+ votes now, and once it hits the threshold we'll be able to update the thread with a status. 

You can read more about the Product Feedback process here 👍

Elaine Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Elaine Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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Hugh

Hi everyone, our Product team is interested in this, and they are currently looking into methods of implementing it into the product. For that reason, I'm going to tag this thread as "Investigating". As soon as I have any other updates, I'll let you know! 

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Any updates on this functionality? I have needed this for a long time. The manual copy/paste is time consuming and prone to errors and data is not always up-to-date because you have to wait for someone to populate the custom fields on the subtasks.

If functionality can't be set up to "automatically" populate the fields of the subtask, can you build a functionality that enables us to "roll down" the data from the parent task or project to the tasks and subtasks? Currently we can roll up dates - can we do the reverse, but with ALL custom fields, not just dates?

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Hi Danielle Fairbairn, thanks for posting and sharing your use case here. Currently, this suggestion is still under investigation. There are no plans to introduce this functionality in the short term, but if there are any changes to this I'll be sure to let you know  🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Cansu Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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Hi All! I'm adding my upvote and use case here. We have a Change Notice request form that gets filled out when an item needs to be corrected or scrapped. The parent task contains all the custom fields that apply to the customer in general such as account number, sales rep, sales order number, etc., and auto-completes when all subtasks are complete. Each subtask is auto-assigned to the department that must handle their part of the change/scrap, but the custom fields are showing up empty. It would be really nice if there were an option for these to auto-fill with the information from the parent task. Thank you! 

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