Copy Form Details to All Tasks/Subtasks

Avatar
Jen Derry

When we submit a request form, it usually has multiple tasks/subtasks. The assignees do not get the details of the request submitted, it only appears if they go to the parent task or project. Is there a way you could add a "Copy Contents in Subtasks" option when submitting the form? 

Upvote 20
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Комментариев: 5
Avatar
Cansu

Hi Jen Derry, thank you for sharing your suggestion, I've passed on your feedback to our Product team 🙋🏻‍♀️

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

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Oscar Colindres

this is something that I am hoping gets built into Wrike. 

in our case, we have clients submit production orders and in the wrike back end several different tasks and subtasks are created with blank details about the order. We have a coordinator copy/paste information from the main task down to the other subtasks. As you can imagine this is a very "manual" effort and time consuming. If we have a feature that would allow us to copy over the form information to the subtasks it would help save a lot of time and resources. 

3
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Cansu

Hi Oscar Colindres, welcome to the Community and thank you for sharing your use case here. I'm passing on your feedback to our team. 

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

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Natalie Hadley

Thought I had our request forms and tasks all figured out, only to find this same issue: there's no way to have data from a field duplicated on the subtask. This means the assignee on the subtask has to go back to the parent task to see the information from the request form. SOOOOO disappointed! Please move this up the priority list.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Juan

Hi Natalie Hadley, thank you for sharing your interest in this suggestion! I'm sorry to hear that you are disappointed and we understand that this would be an important feature for you and your colleagues. I've reached out to your Customer Success Manager so that they can help you explore other alternatives to make your work easier. You will be contacted very soon!
 
In the meantime, please feel free to upvote the original suggestion at the top, if you haven't already. You can check how we process feedback in this article. At the moment, this suggestion is on the lower side of votes, let's hope more users will upvote it!
 
I've passed the information about your case to our Product Development Team 👍
 
If you have any additional questions, please let us know. Thank you!

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

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

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Copy Form Details to All Tasks/Subtasks
[this list is visible for admins and agents only]

Вверх
Didn’t find what you were looking for? Write new post