Converting Space Workflow to Account-Wide Workflow
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
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.
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Navigate to the relevant space 1 in the sidebar.
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Click the gear icon 2 next to the space overview in the sidebar.
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Click the gear icon 2 below the space title in the current view.
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Switch to the Workflows tab 3. You'll see a Table view listing all workflows created within the space.
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Select the space workflow you want to convert. You can convert the space workflow to account wide in 2 ways.
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Hover over the workflow, click the three-dot menu button 4 next to the title and select Convert to account workflow 5 from the drop-down menu.
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In the pop-up that appears, click Convert to confirm.
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Click the specified workflow which you want to convert.
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In the workflow editing window, click the three-dot menu button 6 in the upper-right corner and select Convert to account workflow 7.
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In the pop-up that appears, click Convert 8 to confirm.
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Your space workflow is converted to an account-wide workflow. It is no longer available in the 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.