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Creating Automation Rules

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Free

Professional

Business

Enterprise


Overview

Account admins and owners can create new automation rules. On Enterprise accounts, this right can be revoked from admins.

Automation rules are a part of Wrike's Automation Engine. By creating automation rules, you and your team can employ the rule-based automation of various actions with tasks and projects instead of handling all the work manually.

Сreate an automation rule

Automation_Engine_-_Create_rules.png
  1. Click your profile image in the upper-right corner of the workspace. 1

  2. Select Settings.

  3. Click Automation 2 in the left panel under the Account Management section.

  4. If this is the first automation rule in the account, click the Create rule button that appears. Otherwise, click + New rule 3 at the top of the rule list.

  5. In the rule constructor that opens:

    1. Select if the rule applies to tasks or projects, and select their location. 4

    2. Select and set up one of the available triggers. 5

    3. Select and set up one or more of the available actions. 6 You can add up to 10 actions to the rule.

  6. If necessary, edit the title of the rule at the top left of the view. 7 By default, the title is filled in automatically and consists of the names of its trigger and action.

  7. Click Create 8 in the upper-right corner of the view.

Now your rule is created, and once it’s triggered, it’ll automatically perform the action that you set up.

Automation rule constructor

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

The Apply to section

Here you select exactly what the rule should apply to.

E.g., IF the statuses of tasks (from a certain project) don’t change for 5 days from "Pending changes," THEN @mention assignees and leave a comment.

Automation_Engine_-_Rule_constructor_-_Apply_to.png
  1. Use the drop-down 1 to select whether to apply the rule to tasks or projects.

  2. Click Select project, folder, or space 2 to select one or multiple source locations of the tasks or projects that you want to apply the rule to. To add additional locations click the + button. 3

    Note

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

The Add trigger section

Here you select the condition that defines in what case the rule should be triggered.

E.g., IF the statuses of tasks (from a certain project) don’t change for 5 days from "Pending changes," THEN @mention assignees and leave a comment.

Automation_Engine_-_Rule_constructor_-_Select_trigger.png
  1. Click the Add trigger section. 1

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

  3. Fill in the additional required setting if necessary. 3

Tip

If you want to change the trigger while you’re creating or editing the rule, hover over its name displayed in the Add trigger section on the left and click the trash bin icon 4 that appears.

The Add action section

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

E.g., IF the statuses of tasks (from a certain project) don’t change for 5 days from "Pending changes," THEN @mention assignees and leave a comment.

Automation_Engine_-_Rule_constructor_-_Add_action.png
  1. Click the Add action section. 1

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

  3. Fill in the additional required settings if necessary. 3

To add more actions to your automation rule, click the Add another action section 4 that appears when you set up the first action.

Tip

If you want to change the action while you’re creating or editing the rule, hover over its name displayed in the Add action section on the left and click the trash bin icon 5 that appears.

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