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Converting Space Workflow to Account-Wide Workflow

Table 61. Availability - Legacy plans


Converting space workflows is only available to space admins who are also account admins. On Enterprise accounts, account admins must have the Manage Custom Workflows permission to convert workflows.

If necessary, you can convert a space workflow to an account-wide workflow in Wrike. This way all users in the account will be able to use the workflow for their projects and tasks and you can apply the same set of customized workflows across multiple spaces within your whole account.

Convert space workflow to account-wide workflow

  1. Open the relevant space.

  2. Click the gear icon in the upper right-hand corner of the space.

  3. Switch to the Workflows tab.

  4. Locate the space workflow you want to convert. Space workflows have the space icon next to them.

  5. Hover over the workflow and click the pencil edit icon that appears to the right.

  6. In the workflow editing window, click the three-dot menu button in the upper-right corner and select Convert to account workflow.

  7. In the pop-up that appears, click Convert to confirm.

Your space workflow is converted to the account-wide workflow. It is no longer limited to the original space and everyone in your account will be able to use it for their tasks or projects. And like with other account-wide workflows, only account admins will be able to edit or delete it.