Managing Workflows from the New Board view
Important
This is a new feature being piloted, and as a result, it is subject to changes and improvements. Please feel free to use the feedback links in Wrike Labs to share your thoughts on this beta feature.
The New Board view is available by default on all Business and higher accounts created after June 29th, 2022 and on all accounts with the Wrike Team plan.
All accounts created before June 29th, 2022 have classic board view, learn about it here. Users on all accounts types can enable the New Board view for their personal accounts from Wrike Labs here.
Users in Business and Enterprise accounts can make changes to workflows in the New Board view.
By default all user types except collaborators can change the current workflow from the New Board view, however, to do so a user must have a full or editor access role in the relevant space, folder, or project.
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Open a folder, project, or space in the New Board view.
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Click Workflow in the panel above the view.
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Scroll through the available workflows or use the search bar and select the desired workflow.
Note
Tasks and task-based items in a status not included in the current workflow will be moved to the furthest right column, which is called From other workflows.
Account admins can edit the current workflow from inside the New Board view.
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Open a folder, project, or space in New Board view.
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Select Edit workflow on the right-hand side of the view header.
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Click Add status 1 to add a new task status.
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A menu appears where you can:
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Name the new status 2.
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Select a status color 3.
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(Optional) choose if you want to only allow manual transitions to certain other statuses 4.
Note
Only admins on Business and Enterprise accounts can limit status transitions in custom workflows to create fixed workflows, In Enterprise accounts, this is a controlled admin permission, so some admins may not have it.
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(Optional) choose to assign a certain user or users on status change.
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(Optional) choose to create an approval on status change.
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You can also click on an existing status to rename it, select Delete to delete it 5, or drag and drop a status to a different order in its status group.
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Click Save to save the changes 6.