Create Automation in Spaces and at the Account Level

Automation allows you to streamline workflows by automatically performing actions on tasks and projects based on defined triggers and conditions. You can set up rules at the space level for team-specific processes or at the account level to automate workflows across multiple teams or the entire account.

Automation in Wrike is user-friendly and does not require any coding experience to create automation rules.

Automation rules utilize a simple “WHEN …, THEN …” structure. The automation rule constructor guides you through the rule creation process.

Who Can Create Automation Rules

In Wrike, there are two types of automation rules: account-level and space-level. The ability to create these rules depends on your role:

• Account-level automation rules: Can be created by Account admins and the Account Owner.
• Space-level automation rules: Can be created by Space admins.

Please note that on Enterprise accounts, this permission can be adjusted by an account owner.

How to Create an Account-Level Automation Rule

1. Click your profile image in the sidebar on the left.
2. Select Settings.
3. Click Automation in the left panel, under the Account Management section.
4. If this is your first automation rule, click Create automation rule.
   If you already have rules set up, click + Rule to create a new one.
5. Choose a rule type by doing one of the following:
   1. Select a suggested rule from the template collection.
   2. Select a rule from the Recommended for you gallery, which features popular templates and best practices used by other users.
   3. Click + Custom rule in the top right corner to create a new custom rule.
6. In the rule constructor:
   1. Edit the rule’s title as needed in the top left corner. (By default, the title is generated automatically based on the trigger and action names.)
   2. In the 'Apply rule to…' section, select whether the rule should apply to tasks or projects, and then choose the relevant source locations.
   3. In the 'When this happens…' section, add a trigger to launch the automation rule.
   4. In the 'And if…' section, add any optional conditions that must be met for the rule to trigger.
   5. In the 'Then do this…' section, add one or more actions that should happen when a rule is triggered. You can add up to 10 actions to the rule.
7. Click Create.

How to Create a Space-Level Automation Rule

1. Navigate to the relevant space.
2. Click the gear icon to open the space's settings.
3. Select the Automation tab.
4. If this is your first automation rule, click Create automation rule.
   If you already have rules set up, click + Rule to create a new one.
5. Choose a rule type by doing one of the following:
   1. Select a suggested rule from the template collection.
   2. Select a rule from the Recommended for you gallery, which features popular templates and best practices used by other users.
   3. Click + Custom rule in the top right corner to create a new custom rule.
6. In the rule constructor:
   1. Edit the rule’s title as needed in the top left corner. (By default, the title is generated automatically based on the trigger and action names.)
   2. In the 'Apply rule to…' section, select whether the rule should apply to regular tasks, regular projects, certain space-level or account-level custom item types.
   3. 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.
   4. In the 'When this happens…' section, add a trigger to launch the automation rule.
   5. In the 'And if…' section, add any optional conditions that must be met for the rule to trigger.
   6. In the 'Then do this…' section, add one or more actions that should happen when a rule is triggered. You can add up to 10 actions to the rule.
7. Click Create.