Request Forms: Allow Project or Task Creation based on workflow

Is it possible to have a request form that creates a project or a task based on workflow options? Right now my team has a single request form with different pages/workflows depending on what type of work the user is looking for.

Is there a way to set up the form so that some of these pages/workflows create a project and others trigger a task? We do not want to create a bunch of different, confusing forms but it would be great if, based on the answers provided, Wrike would create the type of work item we need (especially since projects can't be converted to tasks and vice-versa)

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Comments

Holly Benjamin

I've just asked about this in the live chat as I couldn't find anything! Something like this would be very useful for our team and for moving forward, as we often get requests in that the requester doesn't realise or understand the scope of the job or how we classify jobs within the team for organisation.

It'd be great if I could 'secretly' direct certain request form responses to become projects rather than tasks, without the requester dictating which are projects and tasks.

Jason Pinto

I just wanted to add my support to Kysa's request. We have one primary Request Form for our Marketing department. As part of the form, people select the type of request they need help with (email, web, social, etc.). They are then redirected to a page where they can enter the supporting details. It would be great if we could control whether the Request Form creates a Project or a Task at that point. For example, if someone picks "Marketing Collateral" as the type of request, that would continue to create a project with tasks (create content, design the piece, etc.). But if they pick "Social Media Post", that would create a task only, as opposed to a project that only has one task.

Rohan V

Hi @Jason Pinto 👋

Thank you for supporting Kysa’s request and for clearly explaining your use case. I can see how this can be beneficial for you and some of our other Wrike users. I’ll make sure to pass your feedback to the Product Team. If there are any updates in the coming months, we will be sure to share them here in the Community.

Keep an eye on our Weekly Release Notes forum so you don’t miss out on any updates!