Aligning workflows with GTD approach

I'm working with a new team and have a request to provide a view of current tasks that are ready to be worked on now (GTD's Next Action) - tasks that are not waiting on some other internal or external factor. I cannot think of a way to manage this outside of manually reviewing work and doing that evaluation then manually updating the workflow to a 'Next Action' status or asking others on the team to do the same. Is anyone doing this already or manages their workload in a similar fashion? 

I've always used my to-do list with managed dates/dependencies, but that view and a date-driven approach is not what this team is looking for.

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Hi Allison Chase, thank you for sharing your use case with the Community. Have you tried Dashboards? With this feature, you can monitor and filter your tasks based on multiple factors (location, status and many more!) You can use dashboard widgets to separate the tasks and change their status or location by drag-&-drop between widgets.

Would this be a good approach for you? In case you have any additional questions, please let us know!

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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Thanks for the detailed reply, Juan. I haven't used dashboards to drag and update statuses before, so this may help get us closer to what we need especially since they're looking for a board view with different workflows in play. With this I can bring tasks into each widget even if they come from different workflows.

The main part I'm hung up on is flagging an item as the next action - if I have Project/Task1 and Task2 where the tasks are linked by a dependency (finish/start), can I automatically update the status for Task2 to 'Next Action' (ready to work) when Task1 is complete or is that something I have to manually watch for and update? I have someone doing the work that doesn't want to manage the project in Wrike (that's my job) and I'm trying to avoid having to manually update statuses each day...but maybe that's something I just need to accept as my new role here. I haven't managed projects in Wrike without having a personal stake before, so I want to acknowledge that's something I'm figure that out as well.

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Hi Allison Chase, thank you for sharing all these details about your use case, I can now clearly understand what you are trying to achieve. At the moment, there is no option to automatically change the status of a successor when its predecessor has been completed, but I will be glad to share your case with your account's Customer Success Manager so they can help you explore other alternatives you could implement. In case you have any other questions, please let us know!

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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Thanks for all of your help, Juan - much appreciated!

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Juan - we ended up creating a custom dashboard which is mostly working as intended, but there are some items that we cannot drag into other widgets - we get an error 'Widget filters do not match the task's properties. 

 

I'm trying to drag something from In Progress which is a step in our default workflow to a widget for Complete items. Both have the same spaces and the Complete widget is 'All Complete' status and no other filters. 

Do you know what we're doing wrong / how I can make this work?  

 

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Hi Allison Chase, hope you don't mind me jumping in for Juan here 🙂

Can you please try changing the "all completed" status widget to just one specific "completed" status, not the "completed" status group? 

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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Thanks Lisa - That works, but if I can only have one workflow status per widget in order to drag and drop, it sort of defeats the purpose of what I'm trying to achieve here. I'm basically back to using board view. 

I was able to automate task status based on another user's recommendation in another post, so that part is resolved for now.

 

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Got you Allison Chase 👍

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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