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Creating Automation Rules

Table 5. Availability - Legacy plans

Unavailability: Legacy Free, Legacy Professional; Availability: Legacy Business, Legacy Enterprise.


Table 6. Availability

Unavailability: Free, Professional; Availability: Team, Business Plus, Enterprise Standard, Enterprise Pinnacle.


Overview

Automation in Wrike is easy to use and doesn’t require any coding experience to create automation rules.

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

Automation rule constructor

The rule constructor consists of four sections that you need to fill in for the automation rule to work.

The Apply to section

Here you select which tasks or projects to apply the rule to.

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  1. Use the drop-down to select whether to apply the rule to tasks or projects..

  2. Select Task or Projects and source locations (account-level) or item types and location (space-level) that you want to apply the rule to. To add additional locations, click the + button (account-level) or add more specific locations (space-level).

    Note

    You can add up to 10 folders, projects, or spaces as the source locations.

The Add trigger section

Here you select in which case the rule should be triggered, the "WHEN" statement. Each automation rule can have one trigger. The triggers available in the rule constructor vary depending on whether your rule applies to tasks or projects.

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  1. Click the Add trigger section.

  2. Select one of the available triggers from the list.

  3. Fill in the additional required setting if necessary.

Tip

If you want to change the trigger while you’re creating or editing the rule, hover over the section on the left and click the trash bin icon that appears.

The Add condition section

Setting up this section is optional. Here you can define additional conditions for your trigger to meet before the rule is exected — the additional "IF" statement.  They determine which criteria need to be true in order for your rule to execute. These conditions are the same as the task and project filters that you see in your workspace.

If you set up a condition, Wrike will check if this condition is true for the tasks or projects that the rule applies to before executing it. If there is an event that triggers the rule, but the tasks/projects don't meet all the conditions that you defined, Wrike won't execute the rule.

There is no limit on the number of conditions you can add to a rule.

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  1. Click Add condition.

  2. Select one or more conditions from the panel that opens on the right. To add a condition based on a custom field value, click + Custom field at the bottom of the panel.

Tip

If you want to delete or change all conditions while you’re creating or editing the rule, hover over the section on the left and click the trash bin icon that appears

The Add action section

Here you define what should happen when the rule is triggered, the “THEN” statement. You can add up to 10 actions to each rule.

All available automation actions can be applied to both tasks and projects.

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  1. Click the Add action section.

  2. Select one of the available actions from the list.

  3. Fill in the additional required settings if necessary.

To add more actions to your automation rule, click And also do this.

Tip

If you want to change the action while you’re creating or editing the rule, hover over the section on the left and click the trash bin icon that appears.

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