Default Status for New Projects and Tasks

Current behavior chooses the first status listed under the Active category of Workflow. For us, our Marketing Team has made "New" a "Deferred" category item and would like to have new items use that. However, per the default behavior, that is not possible. Even if we set a rule to automatically change something like "Active" to "New", Active will be listed in the picklist of available statuses and we don't want that as an option.  

Our request is that users would have the ability to set whichever workflow status they want as the default for new items.

Another very annoying behavior is that users are unable to move a status to another category. For example, if "On Hold" was set originally as an Active category, we would like to drag it to "Deferred". Instead, we had to create a wholly new status under Deferred and re-assign all the tasks using that old status to the new status. 

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Thank you for sharing your suggestion Mike Murray, I'll be passing it to our team shortly 👍

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

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Second this one. We also have separate workflows for different groups, and while we can set a default workflow for a project, I haven't been able to make new items use the new workflow by default.  I haven't even been able to set a rule to automatically change workflows that are added from an external pipeline.  None of the automation techniques seem to work.

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Hello David Johnson, welcome to the Community! Thank you for sharing your use with us. You should be able to determine which the default workflow for your projects: one way to achieve this would be by right-clicking on the title of the relevant item on the left-hand pane and then selecting the option "Change default workflow", select "For projects" and then you will be able to choose the corresponding workflow:
  
 
Also, it should be possible to change the status of an item via an automation rule. For instance, you can create a rule based on a custom field or on a location that would change the status of the item to one of your preference:
 
 
If you encounter any difficulties to achieve this, please let us know and we will open a ticket with our Support Team on your behalf so our agents can assist you with this.
 
Lastly, I'd like to mention that you can check our New to Community forum to discover all the resources you can find in our Community 🙂

Juan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Juan Wrike Team member Become a Wrike expert with Wrike Discover

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