When progressing through our workflow, I'd like the ability to change the Custom Item Type using automation rules. I'm not seeing that as an option and wondering if I'm missing it or is there another way to change the item type based on a trigger (status change in our case) without having to do so manually? Use Case: A…
We have been using Wrike for many years and our sharing has become a bit of a mess. I'd like to be able to share everyone on the team on all spaces so that they can see all projects. We have a master project dashboard which is supposed to show everything in the account on a project level but I realized that not all of our…
My trial period has expired and i'd like to proceed with the Free version. How do i downgrade? Regards, Markus
I've been using Wrike since 2019. There used to be a phone line I could dial for help, and then that got taken away and everything got pushed to email. I just tried emailing their customer support email and got a bounce back that says "this email is no longer supported." My account manager changes every 4 months. We had a…
Hey All, I'm trying to get a widget that displays all instances of a CIT that a person is assigned to that have been completed in the past month. See screen shot attached for settings, but I'm asking for: Data Source: Entire Account Report on: Tasks (because CIT is not an option) Filters: CIT: Deliverables User: Current…
How can I create a relationship between two tasks that forces users to complete Task B before starting Task A? In this setup, users should be unable to change the status of Task A until Task B is completed. They should only be able to update Task B’s status, and once Task B is complete, they can then change Task A’s…
I would like to create a task that triggers a user to fill out a request form. Basically, when a new client comes in I want our creative director to get a trigger to fill out a request form with the necessary info about the client. Instead of using the request form to create a task, I want to create a task that reminds our…
All my Projects are in one space. All my projects have two similar tasks, "Internal Kick Off Project Review" and "Customer Kick Off Project Review". Now that I have dozens of Projects coming in a single month, I need to have a report to check to make sure these two keys first tasks are done. How do I report on the same…
I know there's a thread about something similar to this, but it's pretty old now. I want a graph on my dashboard that shows all the user's tasks amounts, but groups those users by their team. I have them categorised by user groups, and if I have to manually create a different subsection then that's okay - but I tried…
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