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Editing Custom Workflows

Table 22. Availability

Free

Professional

Business

Enterprise


Overview

Admins on Business and Enterprise accounts can edit custom workflows. In Enterprise accounts this is a controlled admin permission, so some admins may not have it.

Edit any existing workflow to meet your team’s needs.

Edit custom workflows

  1. Click your profile image in the upper right-hand corner of your workspace.

  2. Select Settings from the drop-down.

  3. Click Workflow in the left panel. You'll see a list of all workflows on the account.

  4. Click the title of a workflow you'd like to edit. If you don’t see it, press Ctrl + F (or Cmd + F, if you're on a Mac), and search for it in the list.

  5. Click + Add Status at the bottom of any workflow group to add a status to that section.

  6. Click an existing status to rename it, change its color, or delete it.

    Note

    Tasks and projects that are currently in this status will have their appearance updated correspondingly.

  7. Drag and drop statuses to arrange them within a status group in the order that makes the most sense for your team. The order you choose is the order that statuses will appear in a task’s drop-down status menu.

  8. Click Save in the upper right-hand corner.

Note

The default workflow of your Wrike account can be edited in the same way.

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