Level Up Your Work

Custom Fields in Wrike

Creating Custom Fields

Types of Custom Fields in Wrike

Including Time in Date Custom Fields

Custom Field Management Panel

Managing Custom Fields in Spaces

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

Convert Tasks and Projects Into Custom Items and Back

Workflows in Wrike

Creating an Account-Wide Custom Workflow

Creating a Space Workflow

Converting Space Workflow to Account-Wide Workflow

Fixed vs. Flexible Workflows

Editing Custom Workflows

Access Roles in Wrike

Changing Access Roles

Creating and Customizing Access Roles

Selective Sharing

Request Forms in Wrike

Submit a Request Form

Creating Request Forms

Editing Request Forms

Copying Request Forms

Deleting Request Forms

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

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

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

Automation in Wrike

Automation in Spaces

Creating Automation Rules

Available Automation Triggers

Available Automation Actions

Editing, Deleting, and Disabling Automation Rules

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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