Hello Wrike Community! 👋
We're thrilled to announce a powerful enhancement to our automation toolkit—
Dynamic Dates Management in Automation! This feature promises to transform how you manage your project timelines, offering greater precision, flexibility, and control without any manual intervention. Let’s dive into the details!
🔍 Overview
With this feature, users can now dynamically modify and manipulate start and due dates, enhancing accuracy and ensuring better alignment with project timelines. This enhancement also includes support for date-type custom fields!
👍🏽 Features:
- New Automation Actions: Change start and due dates to ensure your projects stay on schedule.
- Custom Field Support: Adjust custom fields of type "Date" within automation action “Change custom field”.
- Expression Editor: Utilize dynamic expressions to:
1. Reference custom field values.
2. Calculate dates using the Now() function and other Math operations.
3. Implement conditional logic with the If-Then function.
4. Consider both working and non-working days for realistic scheduling.
🛠️ How to Start:
Let's walk through an example: Suppose you want the due date on tasks to be set to 5 days from the current date once someone starts working on the task and changes its status to "In Progress." Here are the steps to follow:
- In the Automation rule builder, select Tasks under Apply rules to.
- For the Trigger, choose "When status changes to" and select "In Progress" for this example.
- Under Action, select Due date. Then, choose the appropriate formula from the dropdown to modify the Due Date. For this example, we will use the formula Today() + Days(5).
Let's consider another example: Suppose the status changes to "Hold," "Deferred," or "Cancelled," and you want to clear out the start and due dates. Here are the steps to follow:
- In the Automation rule builder, select Tasks under Apply rules to.
- For the Trigger, choose When status changes to and select "Hold," "Deferred," and "Cancelled."
- Under Action, select Due date using the Empty() formula.
Similarly, you can use other formulas to return the required value. Take a look at all the formulas
here.
🧐 Some Use-cases:
- Start dates can be dynamically set to ensure tasks commence immediately after predecessor completion, optimizing project timelines.
- Task duration can be calculated by determining it based on the task's field values.
- The date of custom field change or any other changes can be tracked.
We’re eager to hear how you’ll use these formulas. Share your experiences and feedback with us below! 👇
