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Team: Add Automation To Your Processes

Table 7. Availability

Free

Professional

Team

Business Plus

Enterprise Standard

Enterprise Pinnacle


Overview

Wrike’s Automation is a simple way to reduce the amount of repetitive manual work, speed up your work process, and minimize the rate of human error. So with Automation, instead of handling all the work by yourself, you and your team can employ the automation of various actions with items within your account.

Automation is easy to use and doesn’t require any coding experience to create the automation rules. The rules have a simple “WHEN ..., THEN …” structure. The automation rule constructor guides you through the rule creation process. By default, on Team plan you can apply automation only to tasks (items). All you need to do is let Wrike know:

  • When to trigger the rule — the "WHEN" statement

  • Additional conditions for the trigger to meet before the rule is triggered — the additional "IF" statement.

  • What action should happen when the rule is triggered — the “THEN” statement

Creating automation rules

Space admins can add new automation rules for their space. Once the rule is created all admins of this space can edit, delete it, or turn it on and off.

  1. Open a space for which you want to create an automation rule.

  2. Click the gear icon next to the space's name.

  3. Select the Automation tab.

  4. If you are creating your first rule click on Create rule. Or +Add rule if you already have rules in this space.

  5. In the rule constructor that opens:

    1. Specify the name for this rule (optional). By default, the title is filled in automatically and consists of the names of its trigger and action.

    2. Select and set up one of the available triggers

    3. Add one or more conditions to your trigger

    4. Select and set up one or more of the available actions. You can add up to 10 actions to the rule.

  6. Click Create.

Now your rule is created, and once it’s triggered, it’ll automatically perform the action that you set up.

Tip

Click here to learn more about available automation triggers and here to learn more about available automation actions.

Editing, deleting, and disabling automation rules

Once the rule is created all admins of the space can edit, delete it, or turn it on and off.

  1. Open a space for which you want to create an automation rule.

  2. Click the gear icon next to the space's name.

  3. Select the Automation tab.

  4. Find the needed rule and:

    1. Switch the toggle next to the rule's name to turn it on or off. You can also right-click the rule and select to turn it on or off.

    2. Click on the rule to open the rule constructor. From here you can edit the rule. Click Done to save changes.

    3. Right-click a rule and select Delete to delete the rule from your account.

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