move workflow

Is it possible to move a workflow from account management to a space and vice versa?

As request forms can belong to a Space I think all workflows should be viewed from “account management”. Space settings is kind of hidden and having workflows all around different menu’s in wrike won’t help to give a overview

This also applies to automations and CIT. I don’t understand why request forms from spaces can be viewed and edited from account management but automations, workflows and CIT cannot. This is not logic and could be better.

I made a different product feedback out of these separate functions to keep thing separated.

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Comments

Elizaveta Bogdanova

Thanks a lot for your feedback @Jacco Stam, and apologies for the late reply here. I've shared your suggestions with our Product team as always. Thanks a lot for creating separate posts!

Jacco Stam

@Elizaveta Bogdanova Is this a functionality you consider working on? We can convert a workflow from space to account level but not the other way around.

If we now want to convert a workflow from account level to space we have to make new workflows and change all tasks statuses and then delete the account workflow. We want to avoid that since it seems like a lot of work.

Juan Muttoni

Hi @Jacco Stam, thank you for your comment. You are right, currently it is possible to convert a Space workflow into an account workflow. The option to convert an account workflow into a Space workflow at the moment is not on the roadmap but let's hope other users keep upvoting your idea so our Product Team can see its popularity. In the meantime, we are passing your feedback to our responsible team.

If you have any additional questions, please let us know.

Amber Lyons

Upvoting this! We are going through some major transitions and have a large number of teams using Wrike enterprise wide. Not being able to move account-level workflows into the new space-level workflows seems counter intuitive since it can go the other way. With the rollout of space-level workflows and blueprints, I'm surprised there wasn't an option to duplicate an existing account-level workflow into spaces.

Elizaveta Bogdanova

Thanks a lot for your feedback @Amber Lyons! I'll share it with the team and we'll keep you posted when we have an update 🙌

Kuru Sivalingam

Hi Jacco,

We are hitting the same road block.

We have made a work flow in the account space and refined it now we want to move it into a specific space are our user base is growing and we want to restrict who can modify these workflows. Why we also want to move this workflow over verse creating a new one, i'm assuming we may lose some visibility when recreating and deleting workflows.

I think that is one of the major concerns, if a workflow that was previously used and deleted, it will be hard to search.

Additionally, we had the same idea to create a new space and use an existing workflow. We saw that you can export a workflow to the account space but are not able to import a work flow from the account space.

I do this this won't be a function normal users will be using but it will be for the admin and people creating spaces.

Basudha Sakshyarika

Hi @Kuru Sivalingam 👋🏼

Thank you for sharing your feedback; I understand the concern. For now, you'll need to manually recreate your account-level workflows at the space level. I'll definitely share this with the team, and we'll keep you in the loop when we have an update. 👍🏽

Suzie Medders

I'd like to add that we are moving to a Wrike Enterprise system and literally have dozens of Wrike workflows created for the department Wrike accounts that need to be moved to spaces. If Wrike wants to encourage organizations to upgrade to Enterprise accounts, this inability to move workflows from the system to spaces should be clearly communicated prior to an organizational commitment to an enterprise system.

Delaney Murtaugh

Hi there,
I am running into the same issues as all of those before me. Our user base is growing and I need to convert account workflows to space workflows so that they are secure. As far as I know, there is not another way to "lock" workflows or prevent editing by another admin as there is for custom fields. It does seem counterintuitive for this feature not to be available seeing as it is possible in reverse. The time it will take to recreate all of our workflows is immense and would not be a simple process. Please consider this feature request!

Basudha Sakshyarika

Thank you so much for sharing your feedback, @Suzie Medders and @Delaney Murtaugh. I understand how important this functionality is for your team. I’ve forwarded your comments to the relevant team for their consideration. If there are any updates or further information, we’ll be sure to keep you informed. 😊👍🏽