Custom Item Types in Wrike
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
Custom item types in Wrike let you create fully customizable task- and project-based item types tailored to your organization's or specific teams' needs.
Instead of using generic tasks and projects, your team can work with domain-specific custom item types like objectives, key results, user stories, bugs, requests, HR candidate cards, or any other item type you need.
Custom item types help you mirror your business processes in the Wrike workspace using your terminology. Unlike Blueprints, custom item types don't contain any pre-filled content, assignees, or dates. Instead, they act as frameworks for specific work. For each custom item type, you can define which sections to display on the item view and add type-specific custom fields, automation, unique icons, and suggested subitems.
Identify the scope
First, identify the scope of your work process. This helps you define the exact custom item types you need to create and on what level.
There are two levels of custom item types:
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Account-level custom item types:
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All users in the account, except for External users, Collaborators, Contributors and Viewers, can create work from these types.
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The types are stored in a library that account owners and admins can open from the account settings.
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Create new account-level custom item types if they are relevant for the whole account and must be accessible to most users.
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Space-level custom item types:
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Create space-level custom item types if you manage a team or department space and you need custom items that fit your team's specific needs.
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These types are automatically available to all space members who have the right to create work in the space
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Note
In public spaces, custom item types are available for all users who access the space, except for External users, Collaborators, Contributors and Viewers.
In private spaces, space-level types are available to space members and users outside the space if you share with them some folder, project, or task in which creation from space-level custom types is allowed.
Additionally, all users, except External users, Collaborators, Contributors and Viewers, can create items from any space-level custom item types in the account via API.
Create relevant custom item types
Next, create all relevant custom item types. When creating a type, you can define which subitems it's allowed to have.
By doing this, you:
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Prevent users from adding irrelevant items to the work created from the type.
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Ensure the workflow remains uninterrupted.
Then, manage which custom item types will be suggested to users by default when they create work.
Use your custom item types
Once everything is set up, it's time to use your custom item types:
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Users in your account can now create real work from the custom item types.
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Set your request forms to create work items from custom item types. When users submit a request, the resulting work in Wrike is created out of a custom item type.
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Work in Wrike can also be created from custom item types via API.
Wrike stores information about which custom item type was used to create work. This info is available in filters: you can apply the Custom item type filter to sort your work in the workspace. You can also use this filter in Reports, Table View, Gantt chart, Board view, and Dashboards. This information is available to all users in the account, including Collaborators, Contributors and Viewers.