Workaround for Using Google Suite Files in Wrike Approvals

Files attached to tasks or projects via Google Drive can't be used in approvals so here's a workaround I discovered for our copywriting team to be able to take advantage of the approval decisions feature and our workflow automations:

  1. Attach a Google Doc by going to ‘Add files’ > Google Drive > Choose file or Create new file 
  2. Right click on the Google doc you just attached or created and click ‘copy file permalink’
  3. Click ‘Add files’ again > select ‘Website link’ > paste the link copied in step 2 (you should now see a second attachment) 
  4. Change task status to 'Pending Feedback' to trigger the automation and start the approval with the task author
  5. When prompted, check the box next to the web link item you attached in step 3 and click Done
  6. In approval window, stakeholder(s) will see a button to go to the Google doc where they make comments or suggest edits as they normally would in a Google doc
  7. After reviewing and adding comments, if needed, in the Google doc, stakeholder returns to the approval window and clicks either the 'Approve' or 'Changes required' button 

This should also work for reviewing Google Slides. It's a few extra manual steps but they're far outweighed by the benefits of being able to automate the stakeholder approval and trigger additional automations based on the approval decision buttons. It also allows us to have a consistent workflow and SOP for design, video, and copywriting approvals. 

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That's useful! Thanks for sharing it with us, Claire OWEN-SCHUBNELL 😊

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

Basudha Sakshyarika Wrike Team member Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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Has anyone figured out a similar workaround for OneDrive or Sharepoint?

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For SharePoint steps are the same (at least it looks like during the testing). But I didn't get what the workaround was about TBH. 

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Hi Yulia Kalinnikova - thanks for testing this method with SharePoint! Glad to hear it also works with that cloud storage option. The workaround is needed because files attached to tasks or projects via Google Drive can't be used in approvals. (Here's the list of file types/sources that are compatible with the approval feature.) 

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