[Use Case Marathon] Week 1 - Workflow Automation โป๏ธ
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Hello Community!ย ๐
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This is our first post in the Use Case Marathon series, and today, we're discussing Workflow Automation.
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What is Workflow Automation?
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In Wrike, it's possible to automatically assign work based on workflow status and automatically set up task approvals when workflow status changes to ensure work is reviewed and approved before moving on.
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Real-life example:
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If in order to complete a task, different stages of it need to be actioned by different team members, and/or if you'd like to set up task approvals automatically, you should definitely consider this use case.
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What functionality is being used:
- Custom Workflows
- Auto-Assigning Tasks Based on Workflow Status
- Adding Approvals to Custom Workflows
- Wrike's Automation Engine
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Are you using workflow automation, or would you like to learn more about how this could benefit you and your team? Let us know in the comments below!ย ๐
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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
Yes! I was so happy when Automation engine was finally available to use! We use automation in our approval process, like in Engineering changes approval, deviations and moving projects from 1 folder to another.ย
one thing that I wish it's available is:ย changing a task into a projectย once the status changes to approved or completed.
Thank you for sharing your feedback and use case here Aloi Calvert!ย
Could you please share more detail on why you need to be able to do that?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
Lisaย We have a feature request that is in a task form - basically - this new feature request is assigned as a task that is being discussed during roadmap meeting. Once is it approved the task status is changed to "Approved" and then it means it becomes an official project. It would be nice to apply and automation to tasks that if it changes to specific status, then the action will have an option to change the task status or change the status to become a project and then to add another wish :) it will be nice toย have an option to choose a template / workflow since there are some spaces or folders that use specific WF and template.
Thanks a lot for clarifying Aloi Calvert!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
Just created an automated workflow to help some of the team members who forgets to fully complete a task. So when a task is set to "development done" it will after 7 days of inactivity set the task to "published/ completed" and also mention the dev lead so they know of it. And will be able to take action if needed.
Thank you for sharing Thomas Won Nyheimย ๐ค
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
We use a few different automations but definitely need to dig into this more!