Automation

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automation standards in workflow w/ notifications... is that possible? 

 

Moves from A to B and notifies .... 

B to C then notifies..... 

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Yes please!

This is something similar I would have assumed it default in wrike.

 

Task 1

Task 2 (is a dependency of task 1)

 

Once task 1 is marked as complete, task 2 should automatically be moved from a "pending" position to an "in progress" position and then notify the person responbile for that task.

Without this automation, I fail to see the point of the dependencies - as we still have to manually tell people that they need to start their part.

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Hi Jake, 

You might be able to do something close if you use dependencies and timing. With the odd structure I work in, we can't have the dependencies/timing since our 'due dates' are constantly changing and we also have proofing steps that act as a partial completion as well. 

 

Ours is more dependent on a workflow status structure vs dependancies hence why I would like the workflows to ding/zap/poke others that they need to assist on completing projects. Working to get our team out of the dark/babysitting ages that they have been so used to if that makes any sense. 

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Stephanie Westbrook

@Elizabeth Loved that last comment 😂 Have you had a chance to check out fixed and flexible workflows? It's a Labs feature, and it works well if the same people are responsible for a task when it's in a specific status. Essentially, you designate who should be assigned to what status and then when a task is switched to that status, they're automatically assigned to the task. 

@Jake Hi! Your team should be getting an @mention notifications if they're assigned to a task in a dependency chain and the predecessor task is completed. I can see how the automation you're mentioning would be so useful as well though. 

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Stephanie - 

You and the team rock! Jumping on a call later today w/ our rep to talk through the fixed/flexible workflows.. hoping this might get the team from dark ages to the late middle age - possibly getting ready to dip their toes into the Early Modern period of Modern History!!!! 

 

@jake good stuff in the links that were provided!

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Stephanie Westbrook

@Elizabeth Well, I think you rock too and I'm so glad those helped! Tell them that jumping straight into the deep end is easier 😉.

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@Stephanie is there any chance we can close this feedback thread or mark it as completed? Seems like its been addressed with the auto-assign feature in the statuses now?

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@Soraya Hi, I'm jumping in for Stephanie. Thanks for noticing this, I'm going to close this thread for comments now as Elizabeth's suggestion is resolved 🙂

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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