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Custom Fields in User Profiles

Custom Fields in User Profiles in Wrike

Creating Custom Fields in User Profiles

Editing Settings for Custom Fields in User Profiles

Deleting Custom Fields in User Profiles

Adding Attributes to Custom Fields in User Profiles

Assignee Requirements in Work Items

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Custom Item Types

Custom Item Types in Wrike

Creating Custom Item Types

Editing and Deleting Сustom Item Types

Managing Custom Item Types Suggestions

Automation in Custom Item Types

Changing Item Types

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Import and Export

Importing XLS Files to Wrike

Formatting XLS Files for Import to Wrike

Creating Tasks and Subtasks in Wrike via XLS Import

Creating Folders and Projects in Wrike via XLS Import

Exporting Data to Excel From Wrike

BI Export in Wrike

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Automation in Wrike

Automation in Wrike

Automation in Spaces

Creating Automation Rules

Available Automation Triggers

Available Automation Actions

Editing, Deleting, and Disabling Automation Rules

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Tracking Time

Tracking Time in Wrike

Tracking Time for Other Users

Editing and Deleting Time Entries in Timelog View

Locking and Unlocking Tracked Time

Working With Timelog View

Customizing Timelog View

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Blueprints and Templates

Blueprints in Wrike

Blueprints in Spaces

Creating a Task Blueprint

Creating a Folder or Project Blueprint

Creating Blueprints From Custom Item Types

Saving a Task as a Blueprint

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Proofing & Approvals

Approvals in Wrike

Adding Approvals to a Task, Folder, or Project

Approving a Task, Folder, or Project

File Approvals

Adding Files to Approvals

Approving Files

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Request Forms

Request Forms in Wrike

Submit a Request Form

Creating Request Forms

Editing Request Forms

Copying Request Forms

Deleting Request Forms

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Custom Statuses and Workflows

Workflows in Wrike

Default vs. Custom Workflows

Creating an Account-Wide Custom Workflow

Creating a Space Workflow

Converting Space Workflow to Account-Wide Workflow

Fixed vs. Flexible Workflows

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Custom Fields

Custom Fields in Wrike

Creating Custom Fields

Types of Custom Fields in Wrike

Including Time in Date Custom Fields

Managing Custom Fields in Spaces

Managing All Custom Fields in the Account

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Advanced Sharing

Access Roles in Wrike

Changing Access Roles

Creating and Customizing Access Roles

Selective Sharing

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