Purpose:
This request is proposed to reduce the amount of time spent filling out details for changes requests, corrective actions, and other types of documents that need to be communicated with external organizations that are not part of your Wrike account.
Description:
Need the ability to print a structured document (PDF, DOCX, or out to Google Docs) that utilizes a task, project, or folder custom item type and includes the title, description, and selected custom fields.
Scenario:
A change request is generated from a request form in Wrike. All details are written from the prompts in the request form. A document also needs to be created with these same details for communication to the external business unit responsible for the change (e.g., suppliers, factories, marketing services, etc.). Rather than rewriting all details into a separate Word Doc (or similar form tool), the details would be an output exported from the Wrike generated item.
Details:
- The structure/format of the item output would be customized similar to a custom item type and allows the organization to define its preferred layout.
- Selection of custom fields would be customizable and can vary from the custom item type (but not to include fields not found in the custom item type).
- Multiple file type options available, such as: PDF, DOCX, XLSX, Google Docs, Google Sheets, etc.
I would like to hear other suggestions/opinions from the community. I envision many ways and scenarios this feature could be utilized. I appreciate any feedback or criticism offered!
