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Task Template Selection

Комментариев: 3

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    Hugh

    Hey Mike Hopkinson, welcome to the Community!

    Have you tried using Blueprints for something like this? You could create the layout in Blueprints and create the task based on this Blueprint.

    Let me know if this helps!

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

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    Mike Hopkinson

    Hugh,

    Thanks for the response - I've been looking into Blueprints and love the concept.  But I wish you could access Blueprints from an existing project view.  The majority of tasks I create are built from a project that has been generated from a request.  I wish I could create a "New Blueprint Task" within said project view (currently if I'm not mistaken, you have to tag a project to a blueprint anyway).  

    With the current Blueprint workflow, I have to copy the name of the project (that was created via a request), navigate to the Blueprint menu on the left menu, Create from Blueprint, and then paste the name of the project in order for it to sort appropriately.  Being able to "Create from Blueprint" within projects would make this process more efficient.

    Apologies if I'm misunderstanding something or doing something incorrectly.  This is just what I'm currently doing with the limited knowledge I have of Blueprints.

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    Lisa

    Hey Mike Hopkinson🙂 Hope you don't mind me jumping in for Hugh here!

    I was wondering if you've considered that a Blueprint project with tasks is created upon request submission? That way, every time someone is submitting a request, you'll have a project with the outlined tasks in it. You can also set it up to create a conditional launch of projects based on particular answers in the requests: https://help.wrike.com/hc/en-us/articles/115003404345-Dynamic-Request-Forms#project

    Please let me know if that helps! 

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.