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⚙️ Workflow Governance in Wrike: Share Once, Enforce Everywhere
TL;DR: Use multispace custom fields and workflows, required fields, and cascading fields together to standardize work across teams. Set up shared fields once, enforce the right information at every workflow stage, and automatically keep data synchronized across projects, tasks, blueprints, and request forms. Explore four…
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[From Wrike] How's your experience with Wrike governance so far? 💚
Hey! Alina from product here. As summer arrives, I wanted to check in and ask you on your current experience with account governance, reflecting on the last year and newly releases this year. To recap what became available: New bird-eye admin experience across workflows, custom fields, forms, spaces and custom item types.…
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[From Wrike] New release: Required (Mandatory) Fields are here! 💥💥💥
Hey admins! Alina from Product team here 👋 Today I am excited to bring you our newest governance addition (and a long-awaited release): Required fields on status transition! You definitely (!) need to try it out if: You have a reporting process where people need to consistently provide data Your data tends to be outdated…
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Updating User's Schedule (Wrike) from Third Party (BambooHR)
I'm hoping someone can tell me if I'm wasting my time or if I'm just doing this wrong… We use BambooHR to request and track PTO requests. I'm trying to take those PTO requests and push them in to Wrike so that user's can see if another user is going to be on PTO before assigning them a project. I've build a custom workflow…
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Kanban Boards/Social Media
Curious to see how the community is using Wrike to track Social Media, like post creations, etc. I am thinking Kanban Boards will be the best way, but I'm open to seeing how other users utilize Wrike for Social Media.
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Feature Idea: Setting Conditions for Date Selections in Request Forms
I am proposing a feature I think would be helpful in request forms. It would be great if you could add conditions for date selection questions, so when someone chooses a date within a specified range it would trigger a desired action, like triggering a custom field or a follow-up question. An example use case would be…
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Request Form Workflow Refinement
Hey everyone, we use Wrike's request forms to process some material requests from one of our departments. Long story short, I am hoping to improve tracability. Currently, a request is made and submitted to a few people for approval. As you may know, the requests are given a seemingly random ID such as 4512039827. When we…
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External Communications in Wrike
Recently my team has expanded its use of Wrike to include tracking external communications, specifically executive communications and crisis management. Prior to this, our work within the platform was focused on collaborative GTM and program support initiated via a request form. I wanted to check with the larger Wrike…
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Need to exclude in dashboard widgets and table views when there is no difference between 2 dates
Today, we are able to filter in dashboard widgets and table views differences between dates. But only for positive or negative values, not when there is no difference (as we can set 0d as a value criteria). Actually this is an issue since we need to make comparison to only focus on differences of dates between plans and…
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Formula Custom Fields NOT Updating
We have many custom fields that are formulas to track financial data for projects. The issue is that those fields do not always auto-update when values change that impact them. We are constantly having to turn on & off the automatic sum to force Wrike to recalculate. This is incredibly frustrating and leading to incorrect…