[From Wrike] Converting Existing Items to Custom Item Types 📣

Hi everyone!

We are happy to announce that you can now convert your existing tasks and projects to Custom item types 🥳

This has been a very prominent piece of feedback that we’ve received from many of you. That’s why we’re so pleased to be able to bring this update to you today 🙂We’d also like to thank everyone who’s been sharing their thoughts on Custom item types and posting ideas, suggestions, and questions. Our Product team continues to monitor your feedback closely and is grateful to you for providing it.

How to

Users who have Full or Editor access roles can convert tasks to task-based Custom item types and projects to project-based ones.

Using mass editing

Please note that converting multiple work items is only available for tasks.

In List View (by right-clicking on the task or project)

On the project or task panel

Please note that you can not only convert your tasks and projects into Custom item types but also change them back to regular tasks and projects.

📌We’ve also added a new permission to Access roles related to Custom item types - the ability to convert tasks and projects into Custom Item Types and vice versa.

We hope this newly added functionality will help you to get the most from Custom item types! Please share your feedback and question with us below 👇

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Comments

Ivan Matosyan

Hi Lisa, that is a great step forward 👏

Shelly Erickson

Awesome news! 👍😁💪

Aloi Calvert

This is cool!

Devree Czupinski

Happy to hear this update!

Sherrie Besecker

This looks very interesting - can't wait to try it out!

Lukas Flatz

🤗 Just what we waiting for. Many thanks.

Sven Passinger

That was really necessary to use custom types. Thanks.

Lukas Flatz

I'm missing the update of the workflow and rules after the convert. The workflow is still the default and the rules are ignored.

Heather Hernandez

This is a nice feature to have - it makes Wrike more customizable!

Elizaveta Bogdanova

Thanks a lot for sharing your feedback on this important update, everyone! All your feedback is being reported to the team, and we are glad to see you're excited about it! 🤗

Melynda Willis

Will this be talked about at Wrike Collaborate during the Custom Item Types session?

Mark Tucknutt

Thanks for this, very well received. It would make more sense to me if the right click action was in the left side folder tree rather than in list view, but perhaps that's just me?

Fillipe Neyl Walecki

This will help a lot the transition to the new type of itens

@Elizaveta Bogdanova what Wrike recomends for the old task type? Is there a way to hide it system wide? Or to make it as a new type of item? (Hope I could explain it right haha)

Elizaveta Bogdanova

@Melynda Willis There'll be a session on CITs - please check it out here "Get exCITed about Custom Item Types!" 👍

@Mark Tucknutt I've shared your feedback with the team anyway 🙂

@Fillipe Neyl Walecki No spoilers, but you will soon have more control over the types of items in your account 🤗

Fillipe Neyl Walecki

Thanks @Elizaveta Bogdanova this is a big thing for adopting CIT in scale for us.

Laura Boylan

@Elizaveta Bogdanova - As best I can tell, the API doesn't yet support the ability to change the item type. Is this by any chance available but not yet documented? If not, any ETA on when the API will support this capability?

Elizaveta Bogdanova

Hey @Laura Boylan, I don't have an update on changing item types via API at the moment, but we'll keep you posted 👍

Laura Boylan

@Elizaveta Bogdanova - Any updates on the ability to change the item type either by API or by built-in automation rules?

Juan Muttoni

Hi @Laura Boylan, thank you for coming back to this thread. I'm afraid that we don't have updates to share about this option, but as Lisa mentioned, we will keep you informed about any changes 👍

Thank you!

Jennifer Reusser

It would be very useful to be able to use automation rules to change the item type to a specific custom type - like when a task is moved to a specific folder or a particular custom field value is selected.

Elaine McDonagh

Hi @Jennifer Reusser, thanks for sharing and welcome to the Community!

We've passed your feedback on to the team. If there's anything else we can help with, do let me know 👍

Lindsay Fahey-Smith

I would also like to see automation able to change a custom item type - this would be extremely helpful in ITSM models as items flow through different centers of excellence.

Juan Muttoni

Hi @Lindsay Fahey-Smith, thank you for adding your vote to this suggestion, I've passed your feedback on to our Product Team 👍

Aaron Pratt

chiming in, having the ability to change an existing task item type via the API or automation would be very helpful!

ICT S Dev - Fredrik S

Both the Tasks and Folders & Projects api endpoints takes the option "convertToCustomItemType" which can be used to change a task, folder or project into a custom item type.

Tasks
curl -g -X PUT -H 'Authorization: bearer eyJ...xU' -d 'priorityAfter=IEAODVENKQAB5BJB&addShareds=["KUAAAAAX"]&importance=Low&customFields=[{"id":"IEAODVENJUAAAAAW"},{"id":"IEAODVENJUAAAAAX","value":"testValue"},{"id":"IEAODVENJUAAAAA3","value":"[\"RE12\"]"}]&description=New description&convertToCustomItemType=IEAODVENPIAAAAAJ&dates={"start":"2025-01-09","due":"2025-01-12"}&title=New title&withInvitations=true&removeSuperTasks=["IEAODVENKQAB5BJB"]&addResponsibles=["KUAAAAAX"]&addFollowers=["KUAAAAAX"]&addParents=["IEAODVENI4AB5BIO"]&status=Deferred' 'https://www.wrike.com/api/v4/tasks/IEAODVENKQAB5BJD'

Folders & Projects
curl -g -X PUT -H 'Authorization: bearer eyJ...vxU' -d 'metadata=[{"key":"testMetaKey","value":"testMetaValue"}]&addShareds=["KUAAAAAY","KUAAAAAX"]&customFields=[{"id":"IEAODVENJUAAAAAW","value":"testValue"}]&description=New description&convertToCustomItemType=IEAODVENPIAAAAAK&project={"ownersAdd":["KUAAAAAX"],"ownersRemove":["KUAAAAAY"],"startDate":"2025-01-09","endDate":"2025-01-16"}&addParents=["IEAODVENI7777777"]&title=New title&withInvitations=true' 'https://www.wrike.com/api/v4/folders/IEAODVENI4AB5BIN'

There seems to be no official update that this is possible and there is as usual no real documentation of how it works.

Changing anything back to a *non* custom item type does not seem to work, as there is no known identifier that I can find for the normal Folder, Project or Task types.

If anyone figures out what the proper way to convert a custom item type back to a normal one, please write that here.
I.e. how to use the API to change a customItemTyped folder into a basic Wrike folder again.

ICT S Dev - Fredrik S

Not possible to do according to the Wrike Support =(

Riia with Wrike Support answers:
 Indeed, converting Custom items back to regular folder/project/task is not yet supported via Wrike API.

Rohan V

Thank you for sharing the response you received from the Support Team with our Community members, @ICT S Dev - Fredrik S If there are any changes regarding this matter in the future, I will make sure to post them here.

Chris DeFelice

The API clearly states that the PUT method to update a Folder supports the parameter convertToCustomItemType: https://developers.wrike.com/api/v4/folders-projects/#modify-folder

However, when I try to modify a folder and change it to a custom item type, I receive the following error:
/folders/{folderId}?convertToCustomItemType={customItemTypeId}

{

"errorDescription": "Custom Item Types cannot be updated, operation not allowed",

"error": "not_allowed"

}

Rohan V

Thank you for highlighting this, @Chris DeFelice. Our API experts can review this and provide further assistance. Could you please reach out to our Support Team? If you’d like, I can raise a support ticket on your behalf, just let me know. Happy to help!