Automation in Spaces and on Account-Level
You can create Automation rules in Wrike. By creating rules, you and your team can employ Wrike to automatically perform various actions with tasks and projects instead of handling all the work manually.
You can configure Automation rules on Space- or Account-level. Space-level rules automate processes in your team. Account-level rules run across the entire account or several teams.
Space admins can create automation rules in their spaces.
Wrike's automation in spaces empowers you and your team to optimize workflows and enhance productivity.
By leveraging space automation, you can streamline repetitive tasks, improve collaboration, and save valuable time.
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Navigate to the relevant space.
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Click the gear icon to open the space's settings.
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Select the Automation tab.
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If this is the first automation rule in the account, click the Create automation rule button that appears. Choose one of the suggested rules or click + Custom rule to add a new rule to the space. If you already have rules in place, click + Add rule to add a new one. Alternatively, you can choose one of the suggested rules from the template gallery under “Recommended for you”. This is a gallery of templates based on popularity and best practices and used by many other users already.
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Rule constructor opens, there:
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Set the scope of the rule:
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Select which work items the rule will apply to: Regular tasks, regular projects, certain space-level or account-level custom item types.
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Select the location where the rule will apply: In the drop-down choose Specific locations and then specify the relevant folders and projects within the space, or choose Entire space. You can select up to 10 locations.
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Add one of the available triggers.
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(Optional) Add one or more conditions.
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Add one or more of the available actions. You can add up to 10 actions to the rule.
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If necessary, edit the title of the rule at the top left of the view. By default, the title is filled in automatically and consists of the names of its trigger and action.
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Click Create.
Account admins and owners can create new automation rules. On Enterprise accounts, this right can be revoked from admins.
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Click your profile image in the sidebar on the left.
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Select Settings.
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Click Automation in the left panel under the Account Management section.
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If this is the first automation rule in the account, click the Create automation rule button that appears. Choose one of the suggested rules or click + Custom rule to add a new rule to the space. If you already have rules in place, click + Add rule to add a new one. Alternatively, you can choose one of the suggested rules from the template gallery under “Recommended for you”. This is a gallery of templates based on popularity and best practices and used by many other users already.
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In the rule constructor that opens:
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Select if the rule applies to tasks or projects, and select their source.
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Add one of the available triggers.
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(Optional) Add one or more conditions.
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Add one or more of the available actions. You can add up to 10 actions to the rule.
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If necessary, edit the title of the rule at the top left of the view. By default, the title is filled in automatically and consists of the names of its trigger and action.
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Click Create.
Yes, space automation rules count toward the overall account rule limit. The limit is based on your account subscription, go to Automation in Wrike to learn more about limits.