Available Automation Actions

Adds a subitem to the item the rule applies to.

Click Select item to specify the subitem type (task, project, or custom item types name, and optional description.

Subitem type is limited by rule scope (e.g., can't add a project-type subitem to a task).

Adds a subitem from a blueprint to the item upon trigger.

Click Select blueprint to specify the relevant blueprint, and add a name. 

Optional: Add the prefix. Check the Notify assignees box if you want to send a notification to them.

Limited by rule scope.

4,000 item limit per 7 days; exceeding disables the rule.

You can re-enable it once your account is under the limit.

Duplicates an existing item as a subitem upon trigger.

Click Select task or project/folder to specify the item to duplicate, and add a name.

Optional: Add the prefix. Check the relevant boxes to specify which data from the original item you want to duplicate.

Limited by rule scope.

4,000 item limit per 7 days; exceeding disables the rule.

You can re-enable it once your account is under the limit.

Adds a new item in a specified location upon trigger.

Click Select item to specify the type of the created subitem: task, project, or one of the custom item types.

(elect location, add a name, and optional add a description.

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Adds an item from a blueprint in a specified location upon trigger.

Click Select blueprint to specify the relevant blueprint.

Add a name, select location.

Optional: Add the prefix, and check the Notify assignees box if you want to send them an Inbox notification.

Limited by rule scope.

4,000 item limit per 7 days; exceeding disables the rule.

You can re-enable it once your account is under the limit.

Duplicates an existing item in a specified location upon trigger.

Click Select task or project/folder to specify the item to duplicate. 

Add a name, select location. 

Optional: Add the prefix. Check the relevant boxes to specify which data from the original item you want to duplicate.

Limited by rule scope.

4,000 item limit per 7 days; exceeding disables the rule.

You can re-enable it once your account is under the limit.

Changes the location in a selected project, folder, or space.

You have several options for managing the location of an item:

Add to a location: Add the item to a specific location.

Remove from a location: Remove the item from a specific location.

Add and remove: Add the item to one location and remove it from another.

Move to a location: Move the item entirely to a selected location.

Ensure you have the necessary permissions to change the location of the item.

Changes a value in a selected custom field.

Click Select field and choose the relevant field and new value.

This action works for text, checkbox, multi-select, single-select, people, currency, percent, and number types of custom fields.

Fields must be in a specified project, folder, or space.

Changes the assignee of an item.

You have several options for managing the assignees of an item:

Change to a specific user: Assign the item to a specific user.

Add or remove users: Add or remove the user who triggered the rule or the item author.

Remove all assignees: Remove all current assignees from the item.

Manual selection: Choose to manually select people or groups to assign.

When an item is assigned, it will be shared with the selected people or groups.

Everyone in a group will be added as individual assignees.

The maximum group size, including subgroups, is 25 people.

Changes the name of tasks/projects according to the action settings.

Choose Change to (to completely replace the original item name).

Add prefix (to add text to the beginning of the original item name), or Add suffix (to add text to the end of the original item name).

In the Enter name field enter the relevant text that will be added as the new item name or the prefix/suffix.

Character limits apply to the Enter name field (1000 if the rule applies to tasks and 100 if it applies to projects.).

Symbols /, , , ; are not allowed.

There's also a limit of 1000 characters for item names, which includes any prefix or suffix added through automation.

If the resulting item name goes over that limit, anything beyond the 1000 characters mark will be removed.

This action changes the importance of tasks according to the action settings.

In the Change to field select the importance level (High, Normal, Low).

This applies only to tasks or task-based custom items.

If a status group is selected, the first status from the group will be applied to all direct subitems, following their respective workflows.

Select the status you want all direct task subitems to change to.

Works for tasks and projects.

If a status group is selected, the first status from the group will be applied to all direct project subitems according to their workflows.

Select the status you want all direct project subitems to change to.

Works for projects.

Adds integration with Outlook Calendar.

Click Create Outlook Calendar event. The event's title, description, and participants will be created from the triggered item's name, description, and assignees.

Select an Outlook account.

Ensure that Wrike has access to your Outlook account and enable permissions for calendar access.

Tasks from Wrike will appear in your Outlook calendar, allowing for seamless scheduling and management.

Adds integration with Outlook email.

Click on Send Outlook email. This will send an automated email from an Outlook account.

Select an Outlook account.

Ensure that Wrike has access to your Outlook account and enable permissions for calendar access.

Adds integration with Google Calendar.

Click on Create Google Calendar event. The event's title, description, and participants will be created from the triggered item's name, description, and assignees.

Select a Google Calendar account.

Ensure that Wrike has access to your Google account and enable permissions for calendar access.

Only the default calendar layer is available for Automation. Tasks from Wrike will be added to your default Google Calendar.

Connect Wrike with Mailchimp to create Mailchimp campaigns.

Click on Create Mailchimp campaign. The campaign's title and content will be created from the triggered item's name and description.

Select a Mailchimp account.

You have to sign in to your Mailchimp account to create a rule.

Connect Wrike with Constant Contact to create Constant Contact campaigns.

Click on Create Constant Contact campaign. The campaign's name and content will be created from the triggered item's name and description.

Select a Constant Contact account.

You have to sign in to your Constant Contact account to create a rule.

Connect Wrike with Slack to receive notifications and updates directly in your Slack channels.

Click on Send Slack message. Choose a channel or conversation and write a message you’d like to send automatically.

Select a Slack account.

Enable permissions for Slack integration in Wrike. Ensure Wrike has access to post messages in your channels.

Automation rules can be connected to private channels if the Wrike bot is added to the channel.

Open the settings of the private Slack channel > Integrations > Add the Wrike app.

Set up and trigger the rule or use an existing one once the channel is visible.

Private channels may remain invisible in the rule settings for up to 1 hour after adding the bot.

Adds integration with Microsoft Teams to enhance your workflow.

Click on Send Microsoft Teams message. This will send an automated message to a Microsoft Teams channel.

Select an Microsoft Teams account.

Ensure that Wrike has permission to access your Teams account.

There is no option to send personal messages via Microsoft Teams integration.

Adds integration with Gmail.

Click on Send Google email. This will send an automated email from a Google account.

Select a Google account.

Ensure that Wrike has access to your Google account and enable permissions for calendar access.

Connect Wrike with Hootsuite to schedule a Hootsuite post.

Click on Schedule Hootsuite post. The post's description will be created from the triggered item's description, and the latest version of the latest file added to the item will be uploaded.

Select a Hootsuite account.

You have to sign in to your Hootsuite account to create a rule.

Only JPG, JPEG, PNG, and GIF files are supported.

Adds integration with QuickBooks to export time entries to QuickBooks.

Click on Export time entries to QuickBooks and select a QuickBooks account.

You have to sign in to your QuickBooks account to create a rule.

Works for projects.

This action changes the status of tasks or projects to the one that you specify.

Click Select status to specify the new status.

If at least one of the selected workflow statuses is deleted from the account, the rule will be disabled.

It overrides Fixed Workflow settings.

It ignores auto-assign and automated approvals setup if the status was changed via the automation rule.

This action adds tasks/projects to specified locations.

Click Select project, folder, or space to specify the destination location(s).

You can select up to 10 different locations.

Rule disabled if any destination is deleted.

This action moves tasks/projects to specified locations.

Click Select project, folder, or space to specify destination and origin location.

Select all projects, folders, and spaces if you want to remove the tasks/projects from all their existing locations and move them to the destination location when the rule is triggered.

Or select specific projects, folders, and spaces and then specify the exact location(s) from which you want to remove the tasks/projects.

You can select up to 10 destination locations.

Rule disabled if any location is deleted.

Adds a comment to tasks/projects, with optional mentions.

Type the text of your comment in the Type your comment field. Select special mentions, and specific users/groups to mention.

(Optional) Click Select specific user or group to @mention one or more account users or user groups.

(If your automation rule is triggered by the Project is at risk (AI-based) trigger, you can select to automatically include the project risk information to the comment. Check the Include risk level details box under the comment field.

Up to 20 mentions; rule disabled if any mentioned user/group is deleted.

When the automation rule is triggered and the comment is created:

@approvers will be replaced with the names of the approvers if there are any. Otherwise, it will be added to the comment as plain text.

@followers will stay as-is and all users who follow the task or project will receive the notification.

The author of all comments created via Automation is the Automation Bot.