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        <title>automation — Wrike Community</title>
        <link>https://community.wrike.com/</link>
        <pubDate>Mon, 06 Apr 2026 06:25:17 +0000</pubDate>
        <language>en</language>
            <description>automation — Wrike Community</description>
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    <item>
        <title>Database access in Automations and Forms</title>
        <link>https://community.wrike.com/discussion/2773/database-access-in-automations-and-forms</link>
        <pubDate>Wed, 04 Mar 2026 20:36:47 +0000</pubDate>
        <category>Product Feedback</category>
        <dc:creator>Russell Sprague</dc:creator>
        <guid isPermaLink="false">2773@/discussions</guid>
        <description><![CDATA[<p>I would love to have the ability to modify a database with automation.  This would open up so many more uses for a DB in Wrike.  I would love to see the ability to read, add and edit records based on data that comes in from a form, or a certain type of task. </p><p> We are currently tracking our equipment in a database (because having assets mixed with users is not implimented very well right now) and have a form for scheduling equipment use.  When the task is created, some has to manually go into the database and first check to see if the equipment is available for the requested time, then change the record of that piece of equipment, then update the task appropriatelty.  If we had access to the DD in automations it would make this process so much easier.  </p><p>Also if there was some type of filtering based on a column in the db that would allow only certain items to appear in a custom/form field, that would be amazing!</p><p>Then imagine if a dashboard could access DB info):o</p>]]>
        </description>
    </item>
    <item>
        <title>Admin Governance Nightmare: Automtations</title>
        <link>https://community.wrike.com/discussion/2837/admin-governance-nightmare-automtations</link>
        <pubDate>Tue, 24 Mar 2026 08:59:05 +0000</pubDate>
        <category>Wrike Admins and Champions Hub</category>
        <dc:creator>Florian Gascho</dc:creator>
        <guid isPermaLink="false">2837@/discussions</guid>
        <description><![CDATA[<p>We really need more love for the automationhub within Wrike.<br /><br />
As an accountadmin it is a nightmare to update a process with multiple automation rules<br /><br />
I'm missing two things painfully so.<br /><br />
Folder for automations (e.g "Approval Process") where every rule of that process can be "stored" / tagged for more visibilty.<br /><br />
A fix of this autosort. Currently we're having about 200 automation rules.<br /><br />
One of our processes has 50 rules (which could be reduced but that is a different topic where Wrike still has no update on the Automation rules capabilites. Topic: assign based on Customfield value (Users).<br /><br />
So when I want to edit 10 rules, every time i hit save it throws me back up top to the first rule. This is not only really time consuming but also prone to errors as I could miss an automation. (Yes you can check that by consulting the last changed date- but this doesn't fix the issue in my opinion).<br /><br />
I really would need more features from a admin governance view. <br /><br />
I think folders for automations is on the roadmap, but the other two mentioned topics aren't as far as I know.<br /><br />
I can't be the only one struggling with this, right?</p>]]>
        </description>
    </item>
    <item>
        <title>Automation via Filter on Task Name</title>
        <link>https://community.wrike.com/discussion/2820/automation-via-filter-on-task-name</link>
        <pubDate>Mon, 16 Mar 2026 21:40:03 +0000</pubDate>
        <category>Q&amp;A</category>
        <dc:creator>Renee Precopio</dc:creator>
        <guid isPermaLink="false">2820@/discussions</guid>
        <description><![CDATA[<p>One issue that my team has been running into is being able to create automations that target specific tasks. For example, when the task "Hold Initial Planning Call" is completed, the checkbox for "Initial Call" on the project level is marked. I've done workarounds for other tasks, such as setting the importance as high or low, but I've quickly run out of options to apply to all of the different use cases we want and am left with having to execute changes manually. If there are any suggested workarounds that can target tasks I'd love to hear them, otherwise this is a product suggestion that would be a game-changer for us!</p>]]>
        </description>
    </item>
    <item>
        <title>Can I automatically assign someone a task based on the task title text including their initials?</title>
        <link>https://community.wrike.com/discussion/2774/can-i-automatically-assign-someone-a-task-based-on-the-task-title-text-including-their-initials</link>
        <pubDate>Wed, 04 Mar 2026 20:37:32 +0000</pubDate>
        <category>Q&amp;A</category>
        <dc:creator>Bailey Rowland</dc:creator>
        <guid isPermaLink="false">2774@/discussions</guid>
        <description><![CDATA[<p>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? </p>]]>
        </description>
    </item>
    <item>
        <title>Approvals/Rejections In Batches</title>
        <link>https://community.wrike.com/discussion/2818/approvals-rejections-in-batches</link>
        <pubDate>Mon, 16 Mar 2026 21:01:15 +0000</pubDate>
        <category>Product Feedback</category>
        <dc:creator>Jessica Flannery</dc:creator>
        <guid isPermaLink="false">2818@/discussions</guid>
        <description><![CDATA[<p>If we have 10 or so various files in Wrike and one out of 10 is an issue, it will hold up the entire approval process because there is no way to reject/approve that one.</p>]]>
        </description>
    </item>
    <item>
        <title>Can I set an automation rule for specific tasks instead of all tasks?</title>
        <link>https://community.wrike.com/discussion/2808/can-i-set-an-automation-rule-for-specific-tasks-instead-of-all-tasks</link>
        <pubDate>Fri, 13 Mar 2026 14:08:39 +0000</pubDate>
        <category>Q&amp;A</category>
        <dc:creator>Ashley Rhodes</dc:creator>
        <guid isPermaLink="false">2808@/discussions</guid>
        <description><![CDATA[<p>I'd like to setup an automation that mentions specific people when a specific task within our project blueprint changes status to completed. Is this possible? When looking at the automation rules, it looks like it can only do this for ALL tasks.</p>]]>
        </description>
    </item>
    <item>
        <title>Set a person as &quot;manager&quot; in Guest Reviews + Guest Review status</title>
        <link>https://community.wrike.com/discussion/2742/set-a-person-as-manager-in-guest-reviews-guest-review-status</link>
        <pubDate>Thu, 26 Feb 2026 09:56:14 +0000</pubDate>
        <category>Product Feedback</category>
        <dc:creator>Cornelia Börjesson</dc:creator>
        <guid isPermaLink="false">2742@/discussions</guid>
        <description><![CDATA[<p>Hi,<br />
we are working a lot with the Guest Review module, and most of the time its working just great.</p><p>But we've realised that it's a bit hard to get an overview when there are a lot of invitees. As soon as one person has set "Changes Required", the whole review status is set to "Changes Required", even if there are still people that haven't reviewed the file yet. So it's hard to keep track of when a review cycle is actually finished.</p><p><strong>Two things that would have helped us a lot:</strong><br />
• A review is set to "Changes Required" when all invitees have given their thoughts, not just the first one. Maybe there could be three steps in the status for a review: <br />
– Pending approval (nobody has made their decision)<br />
– "In progress" (some of the invitees have made their decision)<br />
– Changes Required/Approved (all of the invitees have made their decision)<br /><br />
• The ability to set one person in the guest review as "manager". <br />
– That person can "overrule" the other invitees decisions, and set a "forced Approved" or "forced Changes required". <br />
– That person could also get an email when all the other invitees have made their decision so he/she can see all comments and set the final decision. </p>]]>
        </description>
    </item>
    <item>
        <title>Dashboard to show &quot;process step&quot; as a parent level field</title>
        <link>https://community.wrike.com/discussion/2768/dashboard-to-show-process-step-as-a-parent-level-field</link>
        <pubDate>Tue, 03 Mar 2026 21:53:50 +0000</pubDate>
        <category>Tips</category>
        <dc:creator>Dan LaBrecque</dc:creator>
        <guid isPermaLink="false">2768@/discussions</guid>
        <description><![CDATA[<p>Hi Wrike Community,</p><p>I’m looking for advice on the best way to structure a project in Wrike that has <strong>multiple parallel swimlanes</strong>, each representing a <strong>separate subproject</strong>. All of these subprojects need to be completed for the main parent project to finish.</p><h3 data-id="what-i-m-trying-to-solve"><strong>What I’m trying to solve</strong></h3><ul><li>I want to track where each subproject is in its process flow at a high level.</li><li>Ideally, I’d like to use a <strong>custom field</strong> (e.g., a dropdown called “Process Step”) that I can show in a <strong>Dashboard widget</strong>.</li><li>We have stakeholders who only need <strong>high‑level visibility</strong>, not full access to all tasks. I want them to be able to open a dashboard and immediately see the stage of each subproject, without seeing task‑level detail.</li></ul><h3 data-id="questions-for-the-community"><strong>Questions for the community</strong></h3><ol><li><strong>What’s the best structure for multi‑swimlane subprojects?</strong><br />
Is it better to use multiple subprojects under a parent project, or a single project with multiple folders representing swimlanes?</li><li><strong>Can I create a single shared custom field (“Process Step”)</strong> that appears across all subprojects and is easily visible in dashboard widgets?</li><li><strong>Any dashboard configuration tips</strong> for giving stakeholders a clean, high‑level view of “Subproject Name + Current Step” without exposing internal task detail?</li><li><strong>Is there a smarter pattern in Wrike</strong> for showing the lifecycle stage of individual subprojects?</li></ol><p>Appreciate any tips, examples, or screenshots from teams who have solved something similar!</p><p>Thanks in advance!</p><p>—Dan</p>]]>
        </description>
    </item>
    <item>
        <title>[From Wrike] How do you manage reminders and recurrence today? What works &amp; what doesn&#39;t?</title>
        <link>https://community.wrike.com/discussion/2706/from-wrike-how-do-you-manage-reminders-and-recurrence-today-what-works-what-doesnt</link>
        <pubDate>Wed, 18 Feb 2026 18:11:52 +0000</pubDate>
        <category>Wrike Admins and Champions Hub</category>
        <dc:creator>Alina Kucherenko</dc:creator>
        <guid isPermaLink="false">2706@/discussions</guid>
        <description><![CDATA[<p>Hey admins!<br />
Alina from Product team here 👋 Today I wanted to ask about your experience with managing reminders within your processes:</p><p><strong>What do you use?</strong></p><ul><li>🔄 Do you use <strong>recurrent</strong> work items?</li><li>🤖 Do you use <strong>automation to comment and mention</strong> when something needs attention?</li><li>🔔 Do you wish you could setup a<strong> one-time reminder on one specific task or a project</strong>? </li></ul><p><strong>Why do you use it?</strong></p><ul><li>What do you want to remind about and why?</li><li>With these functionalities, what works well for you in Wrike today and what doesn't?</li></ul>]]>
        </description>
    </item>
    <item>
        <title>Automating Request-forms</title>
        <link>https://community.wrike.com/discussion/2718/automating-request-forms</link>
        <pubDate>Mon, 23 Feb 2026 08:16:08 +0000</pubDate>
        <category>Product Feedback</category>
        <dc:creator>Nanna Larsen</dc:creator>
        <guid isPermaLink="false">2718@/discussions</guid>
        <description><![CDATA[<p>Hi,</p><p>I've looked through all of the automation actions, and I have an idea of another one, that would be very usefull. </p><p>If possible, when a trigger occours, fx the status of a task or project changes, then a pop up window with a request form could appear, allowing the user to be "forced" to answer it and thereby add information to the project.</p><p>The reason for this idea, is that in my team, we have set up the request forms in wrike with some external automations in our own system, and would like those to work together with wrikes automation, to create a more continuous flow with a limit to the manual steps.</p><p>It seems the automation in wrike is already spanding wide, so I hope it can include the request forms as an action as well.</p>]]>
        </description>
    </item>
    <item>
        <title>Shifting task start dates when launch date is delayed or expedited in project</title>
        <link>https://community.wrike.com/discussion/2709/shifting-task-start-dates-when-launch-date-is-delayed-or-expedited-in-project</link>
        <pubDate>Thu, 19 Feb 2026 17:56:26 +0000</pubDate>
        <category>Solutions Corner</category>
        <dc:creator>Julie Harris</dc:creator>
        <guid isPermaLink="false">2709@/discussions</guid>
        <description><![CDATA[<p>Our project plans rely on our launch dates which are always shifting. The standard is that it would be 25 weeks from the first task to the launch date, but often we are seeing this extend or be expedited. We have added predecessors tied to the launch date task ex. 163SS-125d. However, this would force us to manually update all tasks if the same plan extended 180 days. Has anyone used automation, AI, or another tool to adjust the minus days? We also did this method due to if you change a task to "completed" within the plan and your launch date extends or expedites the tasks won't update unless you do it manually. </p>]]>
        </description>
    </item>
    <item>
        <title>automating the assignment of custom hourly rates to projects</title>
        <link>https://community.wrike.com/discussion/2696/automating-the-assignment-of-custom-hourly-rates-to-projects</link>
        <pubDate>Mon, 16 Feb 2026 07:13:50 +0000</pubDate>
        <category>Product Feedback</category>
        <dc:creator>Thomas Pühringer 131</dc:creator>
        <guid isPermaLink="false">2696@/discussions</guid>
        <description><![CDATA[<p>I want to automate the assignment of custom hourly rates to new subprojects. Currently, Wrike does not offer an automation action or rule that allows to automatically set custom hourly rates when a new subproject is created under a main project.</p><p>Please make such an action available it will avoid so many errors and subsequent correction work.</p><p></p><p>THX</p>]]>
        </description>
    </item>
    <item>
        <title>Automation and Agents Frustrations</title>
        <link>https://community.wrike.com/discussion/2676/automation-and-agents-frustrations</link>
        <pubDate>Mon, 09 Feb 2026 20:45:27 +0000</pubDate>
        <category>Product Feedback</category>
        <dc:creator>Russell Sprague</dc:creator>
        <guid isPermaLink="false">2676@/discussions</guid>
        <description><![CDATA[<p>I have been increasingly frustrated by the missing triggers and actions in automations lately.  There are so many things missing, it makes the automation somewhat useless beyound basic tasks.  One example, I needed to create a CIT for milestones that would change the task to a Gantt milestone and back based on status change. I wanted this to automaticly change if the status of the parent project was switched from Planning to Production.  The interaction with a parent or subitems is so limited in automation, it was not possible.  I could do it on the task level, but that would mean going in and changing all the statuses of the Milestone task individually.  </p><p><br />
So I thought, there has been all this hype with AI Agents in Wrike, maybe they can replace automation?  I created an agent asking it to change the status of the Milestones based on the status of the parent project, added it to my test project, and changed the project status.  The agent posted a comment that it did what I asked, but nothing actually happened.</p><p><br />
(This is suppose to be an image showing nothing changed, but I can't upload images anymore)</p><p>I asked the agent why nothing actually changed, and it said "the Agent's actions and reasoning reflect the intended or attempted changes based on the instructions, but the actual field value in the work item data has not been updated or persisted accordingly."</p><p>It said basically the agents can't change anything, and I should use automation.  Fail:(</p><p> I get it I guess, you don't want bots changing you data, but it is still annoying.  It is annoying that so much of Wrike programming resources seem to be going towards adding features AI that can't really do anything, instead of fixing and updating features that are usefully and needed.  I get the AI hype, and the disadvantage a product has in the markets if you are no implementing it, but it has it's place and limits, and shouldn't backburner real product progression and useful features for it's users?</p><p>Please Wrike fix your automations.  It is the one area that is so far behind all your compitition, and is a trigger for daily frustration with no available actions for a solution.</p>]]>
        </description>
    </item>
    <item>
        <title>Let Wrike Automations Keep Work Moving (Even When You’re Offline)</title>
        <link>https://community.wrike.com/discussion/2679/let-wrike-automations-keep-work-moving-even-when-you-re-offline</link>
        <pubDate>Tue, 10 Feb 2026 11:00:58 +0000</pubDate>
        <category>Announcements</category>
        <dc:creator>Yash Jain</dc:creator>
        <guid isPermaLink="false">2679@/discussions</guid>
        <description><![CDATA[<p>Do you find your team spending too much time on repetitive updates, chasing approvals, or manually routing work? Are important tasks slipping through the cracks? It’s time to put your workflows on autopilot.</p><p>Join our upcoming webinar:</p><p><strong>Date:</strong> February 17, 2026<br /><strong>Time:</strong> 8:30 A.M. PST<br /><strong>Topic:</strong> Instant Efficiency for Better Outcomes: Wrike Automations in Action<em><br /><br /></em>In this session, you’ll discover how Automations can help you:</p><ul><li><strong>Eliminate Manual Busywork</strong> – Auto-assign tasks, update statuses, and trigger notifications based on clear rules</li><li><strong>Prevent Bottlenecks</strong> – Route work to the right people at the right time and keep approvals flowing</li><li><strong>Standardize Processes</strong> – Turn your best practices into repeatable, automated workflows</li><li><strong>Reduce Errors &amp; Missed Steps</strong> – Use conditions and triggers to ensure nothing falls through the cracks</li><li><strong>Scale Without Extra Overhead</strong> – Support more projects and stakeholders without adding more admin work</li></ul><p>We will review real-world automation workflows from intake to delivery, provide practical starter rules you can apply immediately, and demonstrate how to design reliable automations that your teams can trust. The session will conclude with a live Q&amp;A to address your specific use cases.</p><p>Whether you’re supporting a small team or a complex, multi-department setup, this webinar will help you streamline execution, reduce manual work, and create processes that run themselves.</p><p>Don’t miss it — <strong>[</strong><a href="https://community.wrike.com/home/leaving?allowTrusted=1&amp;target=https%3A%2F%2Fdiscover.wrike.com%2Flearn%2Fcourses%2F2212%2Fwrike-automations-webinar-work-faster-by-letting-wrike-do-the-work" rel="nofollow noopener ugc"><strong>save your spot now on Wrike Discover</strong></a><strong>]</strong>!</p><p>If you’re planning to join, drop a comment and share:</p><p>What’s the most repetitive task your team wishes Wrike could handle automatically?</p>]]>
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