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Admin Governance Nightmare: Automtations
We really need more love for the automationhub within Wrike. As an accountadmin it is a nightmare to update a process with multiple automation rules I'm missing two things painfully so. Folder for automations (e.g "Approval Process") where every rule of that process can be "stored" / tagged for more visibilty. A fix of…
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Automation via Filter on Task Name
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…
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Approvals/Rejections In Batches
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.
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Can I set an automation rule for specific tasks instead of all tasks?
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.
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Can I automatically assign someone a task based on the task title text including their initials?
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…
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Database access in Automations and Forms
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. We are currently tracking our equipment in a database (because…
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Dashboard to show "process step" as a parent level field
Hi Wrike Community, I’m looking for advice on the best way to structure a project in Wrike that has multiple parallel swimlanes, each representing a separate subproject. All of these subprojects need to be completed for the main parent project to finish. What I’m trying to solve I want to track where each subproject is in…
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Set a person as "manager" in Guest Reviews + Guest Review status
Hi, we are working a lot with the Guest Review module, and most of the time its working just great. 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…
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Automating Request-forms
Hi, I've looked through all of the automation actions, and I have an idea of another one, that would be very usefull. 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…
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Shifting task start dates when launch date is delayed or expedited in project
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…