Creating Custom Item Types
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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; |
Before creating custom item types, identify the scope of the your work process:
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Account-level custom item type: If it's relevant to all or most users in your account, create an account-level custom item type accessible throughout your entire workspace.
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Space-level custom item type: If the item type is specific to a single team or department, create it at the space level. This way, it won't be visible to non-space members by default.
Note
Carefully consider the scope before creating a custom item type. Once created, you can’t change the scope from account to space or vice versa, nor move custom item types between spaces.
Decide if your custom item type should be task- or project-based. In general, they act similarly to regular tasks and projects in Wrike:
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Project-based custom item types can have tasks, projects, and any custom items as subitems. They support features like project progress, custom field data rollup, bookings, and budgeting.
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Task-based custom item types can only have tasks or other task-based custom item types as subitems. They support features like mass editing and dependencies on the Gantt chart.
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Only project-based item types are visible in the sidebar and can be displayed on different views alongside their subitems. Task- and project-based items can't be in the same report or on the same widget in dashboards.
Once you know the level and type (task or project) for your custom item type, follow the instructions below to create one.
Account owners and admins can create new account-level custom item types.
Note
On Enterprise accounts, the types of users who can use this functionality may vary due to user type settings.
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Click your profile image in the sidebar on the left.
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Select Settings.
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Click Custom item types in the panel on the left. You may need to scroll down to see it.
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Click the Create custom type button.
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In the pop-up that appears:
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Select if you want to create a Task type or a Project type
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Enter the type name
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Click Create and edit
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The custom item type editor will open. Here, you can:
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Change the icon of the item type.
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Add the custom item type description.
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Select the default workflow for your item type.
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Determine the subitems list, restricting what other tasks/projects or custom item types users can add as subitems.
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Select which sections should be visible on the item type view. Use the eye icon to hide or unhide sections.
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Reorder system and custom fields by dragging them or using the three-dot menu to Move up/down.
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Set up automation for this item type.
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Your changes are saved automatically. Once you're done, simply leave the view or click Back to custom item types in the breadcrumbs to return to the template gallery.
Note
IHidden sections or fields won't be visible in items created from this custom item type, except for Approvals, which appear if automated through a custom workflow.
Account-level custom item types are available to all users (except External users, Collaborators, Contributors and Viewers), allowing them to create work from this type. You can manage where this item type will be suggested to users in the creation menu.
Space admins can create new space-level custom item types in their space.
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Navigate to the relevant space.
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Click the gear icon in the upper-right corner to open space settings.
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Click Custom item types in the upper navigation bar.
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Click the Create custom type button.
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In the pop-up that appears:
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Select if you want to create a Task type or a Project type
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Enter the type name
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Click Create and edit
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The custom item type editor will open. Here, you can:
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Change the icon of the item type.
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Add the item type description.
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Allow quick access to this item type by switching the toggle button, making it available in the creation menu within the space and all folders and regular projects/tasks inside of it.
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Select the deployment workflow for your item type.
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Determine the subitems list, restricting what other tasks/projects or custom item types users can add as subitems.
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Select which sections should be visible on the item type view. Use the eye icon to hide or unhide sections.
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Reorder system and custom fields by dragging them or using the three-dot menu to Move up/down.
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Set up automation for this item type.
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Your changes are saved automatically. Once you're done, simply leave the view or click Back to custom item types in the breadcrumbs to return to the template gallery.
Note
Hidden sections or fields won't be visible in items created from this custom item type, except for Approvals, which appear if automated through a custom workflow.
The space-level custom item types are available to all members of the space who have the right to create new items.