I am in my trial period and trying to figure out if I can get Wrike to automate my organisation's project pipeline.
I have set up request forms based on our existing project documentation (idea, plan) but can not work out how to link these with a workflow. I want anyone in my organisation to be able to submit an idea request form but only some to be able to authorise that idea to become a plan. Likewise I want anyone to be able to complete a plan request form but only some to be able to give a project permission to do (I also want the workflow to be able to use information about the project to determine who needs to authorise it).
Has anyone done something like this or can anyone recommend a how- to guide or video?
Thanks for helping