Can I automatically assign someone a task based on the task title text including their initials?

Bailey Rowland

We often take meeting notes within Wrike (in the description of a project). When someone is assigned a follow-up task, we'll type in the notes/description box what that follow-up task is by writing their initials and then action they are to take. Then we'll highlight that text and turn it into a sub-task. For example, the follow-up task could be "BR confirm order with caterer." Would it be possible to use text from the task title to automatically assign the assignee? So any items that start with "BR[space]" would be auto-assigned to me, and any items that start with "JD[space]" would be auto-assigned to Jane Doe, etc?

David Simmington

HI @Bailey Rowland,

This isn’t currently possible using Wrike Automation. Automation rules can trigger from things like status, location, or custom fields, but they can’t evaluate the task title (e.g., “starts with BR ”) to determine the assignee.

One workaround is to add a custom field like “Initials” and include BR, JD, etc. when creating the subtask. Then you can create automation rules such as:

If Initials = BR > assign to Brittany
If Initials = JD > assign to Jane Doe

This would be a great enhancement though… automation rules that support conditions like “task title starts with…” would make workflows like yours much easier.