[From Wrike] Automation Actions: Create Items and Subitems ๐
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Hi folks! ๐
Today, we are very excited to share the latest update for Wrikeโs Automation: you can now create new items & subitems as automated actions!ย
How it works
The list of available actions for those who have the right to create automation rules now includes two new options:
- Create item
- Create subitem
The Create item option will, as the title says, create a new item when the automation rule is triggered. You can specify the item type, its name and description, as well as the location where it will be created.ย
Usage example: When the project is Completed โ Create folder โNext project phaseโ
The Create subitem option creates a subitem for the items that the rule applies to. You can specify the name and description of the created subitem and its type. Please note that the item type selection can be limited by the scope of the rule (e.g. project/folder can't be a subitem for a task.)
Usage example: When the status is changed to โReview requiredโ โ Create the โReviewโ subitem.
When you create a rule in the Account Management section, you can create tasks, projects, and custom item types. If youโre creating a space-level automation rule, youโll be able to create tasks, projects, folders, and both account-level and space-level custom item types.
Our new Team plan will receive this update in the coming weeks too ๐
This addition makes many more automation-related use cases possible, and we hope you like it! Please let us know if you have any feedback or questions ๐
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Nice, but how can I make an item in the same location as the triggering item? So. I monitor a hole space and a task in a project is closed (in a specific status). I want to make automated a follow up task in the same location as the triggering task.
Similar question: How can I copy the name of the triggering task and add a suffix for the new task?
How can I copy the description of the triggering task to the new one?
How can I add an assignee to the new task (the one how changed the trigger task into this status)?
The problem for the add another action button: this always reffers to the triggering task. I would like to use the additional actions for the new tasks.
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Definitely a step in the right direction! Is it in the roadmap to specify who the task is assigned to, or to create the subitem from a blueprint?
I have an automation that marks a project complete and tags me, but I'd like to go one step further and add a task (assigned to me) to initiate the project closeout process.
Hi folks, thanks a lot for your feedback on this new addition to Wrike's automation ๐ค
Sven Passinger Our team has the cases you mentioned on their radar for the future.ย
Elizabeth Bevels Those are planned by our team ๐ย
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Love it - definitely can see some use cases for this!
Finally!!
I support ideas of Sven Passinger and Elizabeth Bevels
Thanks folks ๐
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Exciting to see this finally coming to Wrike automation. I second the need for Blueprints and owners to make this truly useful.
Glad to see this addition! Also supporting the addition of blueprints & assignees here to make this more effective.
I can't think of how this new feature will be useful for us without the ability to use a blueprint when creating a new item, but hopefully that functionality will be added in the future! Nice to see the excitement from others as it sounds like it will be helpful for some folks. :)ย
Progress!ย
Thank you for sharing your feedback on this addition, everyone ๐ We'll keep you posted on any further enhancements.ย
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hey folks! There are even more automation actions available now: creating items and subitems from blueprints ๐ฅณ More info in this post ๐
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover