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Custom Workflows in Wrike

Table 33. Availability - Legacy plans


Overview

All users on Business and Enterprise accounts can use custom workflows and statuses, but workflows can only be created or edited by an account admin. In Enterprise accounts this is a controlled admin permission, so some admins may not have it.

Task statuses reflect the typical states a task can be in over its lifecycle. Workflows in Wrike are made up of a set of statuses, and each workflow is made up of four groups: Active, Completed, Deferred, and Cancelled.

However, Business and Enterprise accounts can create custom workflows and statuses to apply to tasks and projects. These can specify who should be added as an assignee if an item has a particular status. Create a new workflow to meet your team’s needs, and add statuses within that workflow that reflect the typical states your tasks or projects go through.

Note

All new tasks are created as active by default. If a custom workflow is applied to a folder or project, then tasks within it are given the first status in the active group of the custom workflow.

Limitations to custom workflows and statuses

  • Each Business and Enterprise account can have a maximum of 200 workflows, but there's no limit to the number of statuses that you can have within a workflow.

  • You don't need to add statuses to the Deferred and Cancelled groups of custom workflows, but there must be at least one status in the Active and Completed groups.

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