What's New in Wrike - July 2026

Big updates have landed! From the AI Agents conversational builder and enhanced AI permissions controls to request form branding and Board view for projects - there's plenty more to explore in this edition. Let's dive in!

• AI Agents - AI Conversational Builder, Microsoft Teams Notifications, and More
• AI Permissions Controls - Granular AI Configuration In User Types
• Request Form Branding - Professional, Client-Facing Experience
• Request Forms - Nested Follow-up Questions
• Board View - Displaying Projects
• Templates - Installable AI Agents, Request Forms, and Whiteboards
• Baseline Tracking - Better Visibility into Project Progress
• Custom Fields - Reuse Fields Across Multiple Spaces
• New Files View & Dashboard Files Widget
• Required Fields - Expanded Support and Admin Improvements
• Cascading Fields - API Support
• Request Forms - Filter Database Options for Link to Database Fields
• Workflows Governance - Required Fields Gets More Powerful
• Templates - Configurations Mapping 
• Wrike Mobile App - Latest Updates
• Whiteboards (Wrike & Klaxoon) - Text Objects Update
• Klaxoon - Timer, Stopwatch & Break Experience Update
   

AI Agents - AI Conversational Builder, Microsoft Teams Notifications, and More

Available on Business and higher plans

Wrike AI Agents now offer a new conversational builder experience along with several enhancements that make agents more context-aware, flexible, and easier to manage.

• AI Conversational Builder

  This update introduces a guided chat experience for creating and editing AI agents, allowing teams to automate repetitive work by describing what they want in natural language. The builder then helps configure the agent based on your actual workspace setup, including custom fields, workflows, and item types

  What’s new?

  • Create AI agents through a step-by-step chat instead of setup forms
  • Describe automation goals in natural language
  • Get guided questions to define triggers, scope, and actions
  • Builder references your actual custom fields, workflows, and item types
  • Unsupported requests are identified with the closest available alternative suggested
  • Review, edit, save, and activate agents directly within the chat
  • Existing agents can also be updated using the chat experience

These improvements provide teams with a more conversational way to build agents for repetitive tasks like status syncing, date updates, and task routing. For full details, see the Community post and Help Center article.

• Microsoft Teams Notifications
  Agents can now post updates directly to Microsoft Teams channels, making it easier to notify stakeholders where they already collaborate.

• Change Description Action 
  A new action allows agents to rewrite, summarize, edit, or populate a work item's description automatically.

• Richer Context from Connected Data, and Approval Decisions
  Agents now read full linked database records instead of only record names, and can also reference approver decisions directly in prompts, including who approved, rejected, or has not yet responded.
• Ordered Multi-Step Actions
  AI agent actions now run in the sequence defined in the builder, allowing each action to build on the output of the previous one for more reliable multi-step automation.
• Sharper Filtering
  AI agents can now filter work using any custom field in their instructions, making it easy to target the exact slice of tasks or projects based on your team’s existing fields, values, and combinations.
• Reliability Improvements and Fixes
  This update also includes a range of reliability improvements and fixes across Outlook email sending, subtask scope behavior, cloning, logs, filters, and keyboard navigation.

Read more about AI Agents in our Help Center article.

AI Permissions Controls - Granular AI Configuration In User Types

Available on Pinnacle and higher plans

Admins can now manage AI access with more precision by enabling or disabling specific AI capabilities directly within User Types.

What's new?

• Granular AI Controls: Admins can independently control access to Copilot, AI Agents, Widget Generator, and AI Essentials.
• Flexible Rollout: These controls make it easier to introduce AI features gradually, restrict advanced functionality to selected user groups, and align AI availability with internal governance or compliance policies.

Where to find it: Account Management → User Types → AI Availability.

Read our Help Center article for more information.
 

Request Form Branding - Professional, Client-Facing Experience

Available on Business plans and above, with Whitelabeling available on Pinnacle plans and above

Request Form Branding gives teams new ways to align request forms with their organization’s visual identity, creating a more polished experience for internal and external submitters.

What’s new?

• Supported Branding Controls: A new Design tab in the form builder lets you manage branding separately from form structure, with a live preview to see updates in real time.

• Custom Logo and Reuse: Upload a logo at the form level for internal, public link, and embedded forms, choose its size and alignment, and reuse logos already uploaded in other forms through the new “Used in forms” tab.

• Branded Submission Experience: Thank-you emails now follow your branding preferences, including whitelabeling options for eligible plans.

• Whitelabeling for Pinnacle: Pinnacle accounts and above can remove “Powered by Wrike” from published forms using the new Remove Hide Wrike Branding toggle.
• Default Logo Behavior: If your account has a workspace logo, both new and existing forms will show it by default, sized small and left-aligned. If no workspace logo is set, forms remain logo-free until one is added.
• Custom Background Color: Teams can now apply any background color to request forms using an RGB color picker or by entering a hex code directly, with changes shown instantly in a live preview across internal, external, and embedded forms.

• Background Image: Request forms now support custom background images, with controls to reposition and zoom, access previously uploaded assets through the “Used in Forms” tab, and see updates instantly in the live preview.

For all the details, read our Help Center article.
 

Request Forms - Nested Follow-up Questions

Available on Business and higher plans

Request Forms now support nested follow-up questions, making it easier to build more dynamic and tailored submission flows based on each respondent’s answers.

What’s new?

• Expanded Follow-up Logic: Add follow-up questions to Single answer, Multiple answer, and Importance questions for more flexible form paths.
• Nested Question Paths: First-level follow-up questions can now include their own follow-up questions, helping teams create more structured and responsive form experiences.
• More Targeted Intake: Build deeper branching logic to collect the right information in a single form while keeping the experience focused and easier for requesters to complete.

For more information, read our Help Center article.
 

Board View - Displaying Projects

Available on Business and above plans

Board view now offers flexibility to display either task-level or project-level items, enhancing visualization of work.

What's new?

• Item Level Selection - Choose to display Tasks or Projects on Board view, including custom item types.
• Subitems Section - Displays task-level items when Tasks are selected, and project-level items when Projects are selected.

All Board view features are supported regardless of the selected item level. More details are available in the Help Center article.
 

Templates - Installable AI Agents, Request Forms, and Whiteboards

Available on Business and above plans

A new section in the Templates and Solutions Center now offers lightweight, focused templates that deliver single features ready to install into existing spaces.

What's new?

• Install pre-configured AI Agents, Request Forms, and Whiteboards directly into any space where you are an admin.
• Templates include all necessary supporting configurations such as Custom Fields.
• Designed to help teams quickly close workflow gaps or try specific features without creating new spaces.

For more details on the Templates and Solutions Center, check out this Help Center article.
 

Baseline Tracking - Better Visibility into Project Progress

Available on Business and above plans

Baseline Tracking makes it easier to compare actual project timelines against the original plan, giving teams a clearer way to measure schedule performance and spot delays earlier.

What's new?

• Record Baselines - Capture baselines in Table or Gantt view using either the current state or a selected historical date.
• Auto-Generated Baseline Fields - Includes Baseline start, Baseline due, Baseline duration, and Baseline due variance.
• Cross-Platform Usage - Use baseline data across Gantt, Table, Dashboards, Filters, Formulas, Wrike Analyze (as custom fields), and API (as custom fields).
• Visual Comparison in Gantt - Display baseline bars alongside actual timelines and enable red warning indicators for delayed work.
• Access Management - Control access to Baseline Tracking through User Types and Access Roles.

For more information, read our dedicated Community post and Help Center article.

Custom Fields - Reuse Fields Across Multiple Spaces

Available on Team and above plans

Admins can now add a single custom field to multiple spaces they manage, reducing duplication and improving consistency.

What's new?

• Multi-Space Field Usage - One custom field can be used across multiple spaces without duplication.

• Field Management - Create new custom fields from Account or Space Settings and add or remove them as needed.
• Visibility Improvements - New insights into field ownership and usage across spaces with Belongs to and Added to fields.

• User Experience - Easier discovery of relevant custom fields via improved pickers and grouping.

For more information, check out our Help Center article and this dedicated Community post.
 

New Files View & Dashboard Files Widget

Available on Team and above plans

The new Files View and Dashboard Files Widget are now available, delivering a more streamlined file management experience with improved usability, accessibility, and organization.

What's new?

• A new Files View experience with improved performance and a more consistent interface.
• A new Dashboard Files Widget built on the same updated experience.
• Improved list mode with better accessibility and keyboard shortcut support.
• Grouping support in Files View, making it easier to organize files by key properties.
• Additional grouping options for date-based fields and more control over group sorting.
• Gallery mode improvements, including updated item selection and context menu behavior.
• Support for new filtering capabilities, with existing filters continuing to work seamlessly.

Required Fields - Expanded Support and Admin Improvements

Available on Business and above plans

Required Fields now support more field types and offer a smoother admin experience for workflow management.

What's new?

• Broader Field Support - Includes Start date, Due date, Duration, Effort, Name, Importance, CF Duration, CF Link to Datahub, and more.

• Admin Experience Enhancements - 
  • A Required Fields column has been added to Workflow admin lists, showing which fields are connected. You can group by this column to see which workflows are affected.For example, if you deactivate a custom field, you can quickly identify which workflows used it.
  • A Statuses column has also been added to Workflow admin lists, giving you a full overview of work stages. Group by this column to easily spot duplicates.

Cascading Fields - API Support

Available on Business and above plans

Cascading field logic can now be triggered via API calls, supporting automated workflows and integrations.

What's new?

With this update, cascading field logic can now also be triggered through API calls, making it easier to support automated workflows and integrations alongside existing in-product functionality.

Refer to API Documentation and Help Center article for more information.
 

Request Forms - Filter Database Options for Link to Database Fields

Available for Business and above plans

Admins can now apply static filters to Link to Database custom fields, making it easier for request form submitters to select only relevant database records.

What's new?

• Static Database Filtering: Apply a static filter to Link to Database custom fields to display only records that match a predefined condition in request forms.
• Reusable Configuration: Configure the filter once in the custom field settings and automatically apply it across all request forms that use the field.
• Combined Filtering: Use static filtering together with dynamic filtering to create more precise and streamlined request form experiences.
• Targeted Record Selection: Filter records based on single-select database column values, such as showing only records where Status = Active, helping remove archived or outdated options from dropdown lists.

Please note: This feature is available for internal request forms only and applies during form submission. It does not affect other Wrike views or tools.

See full details of this update in the Community post, and learn more about configuring Link to Database field filters in the Help Center article.
 

Workflows Governance - Required Fields Gets More Powerful

Available on Team and above plans

Required Fields has been enhanced with support for additional field types and new workflow controls, giving teams greater flexibility to enforce requirements before work progresses.

What's new?

• Expanded Required Field Support: Required Fields now support formula custom fields, Link to Database mirrored custom fields, item type, time spent, and files.
• Enhanced Workflow Controls: Create more advanced workflow rules, such as preventing status changes when formula values are missing or out of range, requiring tracked time before task completion, enforcing file attachments, and validating the correct item type before allowing work to move to the next status.
• Workflow Visibility: A new Workflow column is now available in Custom Fields admin lists, making it easier to identify where custom fields are used.

See full details of this update in the Community post, and learn more about Required Fields in the Help Center article.
 

Templates - Configurations Mapping

Available in Wrike Labs

Configurations Mapping for Templates is now available in Wrike Labs, making it easier to install Templates into existing Spaces while avoiding duplicate configurations.

What's new?

• Configuration Mapping: During Template installation, Space Admins can review and map custom fields by choosing to either create new fields or match them to existing custom fields in the target Space or account.
• Smoother Template Adoption: Mapping helps teams install Templates while maintaining alignment with their existing workspace structure and data configuration.
• Current and Future Support: Configuration mapping is currently available for Custom Fields, with support for Workflows and Custom Item Types planned for a future release.

See full details of this update in the Community post, and enable the feature through Wrike Labs to start using Configurations Mapping.
 

Wrike Mobile App - Latest Updates

Available on the latest versions of the Wrike mobile app for iOS and Android

The latest mobile app update makes it easier to access tasks directly from Dashboard chart widgets, helping you move from reporting to action while on the go.

What's new?

• Task List Drill-Down: Open task lists directly from supported chart widgets in mobile Dashboards for faster access to the underlying work items.
• Expanded Chart Support: Drill-down is available for pie charts, column and bar charts, and stacked column and stacked bar charts.
• Consistent Experience: Drill-down is not available for aggregated Others sections, matching the current desktop experience.

See full details of this update in the Community post, and please make sure your Wrike mobile app is up to date:

• iOS: Available in the App Store
• Android: Rolling out gradually in Google Play 
   

Wrike Whiteboards - Text Objects Update

Available on Visual Collaboration add-on (Paid or Trial plans)

Text objects on Whiteboards have been enhanced with new formatting options and improved editing behavior, providing a more consistent and flexible text editing experience.

What's new?

• Consistent Text Formatting: Font size is no longer affected by board zoom when creating text objects, and font sizes can now be set in pixels for more precise formatting.
• Heading Styles: Apply Paragraph, Heading 1, Heading 2, and Heading 3 styles to better organize and structure board content.
• Bulk Text Editing: Select multiple text objects and update their font size simultaneously for faster formatting.
• Improved Text Handling: Copy and paste now better preserves text formatting, while clickable links and text highlighting make it easier to reference resources and emphasize important information.
• Updated Text Behavior: Each text object now supports a single font size for consistency, and existing text objects may experience slight spacing adjustments the first time they are edited after the update.

Klaxoon - Timer, Stopwatch & Break Experience Update

Available for Klaxoon users

The Timer, Stopwatch, and Break experience has been refreshed across Whiteboard and other activities, delivering a more consistent and intuitive experience for both hosts and participants.

What's new?

• Refreshed Session Experience: Enjoy updated Timer, Stopwatch, and Break interfaces with improved visuals and a more consistent experience across activities.
• Enhanced Controls and Feedback: A new progress bar provides clearer visual feedback, while redesigned pause, stop, and relaunch controls make session management more intuitive.
• Improved Default Settings: Pause and sound options are now disabled by default, and activity settings are remembered for future sessions.
• Updated Session Experience: Redesigned pause and end-of-session screens, a less disruptive notification sound, and an improved "head's up" experience help create smoother facilitation.

See full details of this update in the Community post, and learn more about these features in the Help Center article.