[Onboarding] Automate to Innovate! - Step 11 ๐Ÿค–


Hello Wrike users ๐Ÿ™‹

Welcome to the world of Wrike Automation, a powerful feature designed to reduce repetitive manual tasks and speed up your work processes ๐Ÿค–

The beauty of Wrike's Automation lies in its simplicity and user-friendly design. You don't need any coding experience to create automation rules. The rules follow a straightforward "WHEN ..., THEN ..." structure, with the option of adding an additional "IF" statement for more specific conditions.

Here's a quick guide on how to set up an automation rule:

1๏ธโƒฃ Specify the Scope: Determine which tasks or projects the rule should apply to.

2๏ธโƒฃ Trigger the Rule: Define the "WHEN" statement, which is the event that triggers the rule.

3๏ธโƒฃ Set Additional Conditions (Optional): You can add an additional "IF" statement to specifyย conditions that must be met before the rule is triggered.

4๏ธโƒฃ Define the Action: Decide the "THEN" statement, which is the action that should take place when the rule is triggered.

The automation rule constructor will guide you through each step, making the rule creation process a breeze. With Wrike's Automation, you can automate routine tasks and focus on what truly matters - driving your projects forward and achieving your goals. Wrike's Automation is all about making your work more efficient, less error-prone, and giving you more control over your tasks and projects.ย 

Account-Level and Space-Level Automation:

Automation rules can be applied at both the account level and the space level, each with its own characteristics and scope. Account-level rules are managed by account admins and owners, while space-level rules are managed by space admins.

Automation Rule Examples:

Here are a couple of examples to demonstrate how they could be utilized:

Example 1: WHEN the statuses of tasks (from a specific project) donโ€™t change for 5 days from "Pending changes," THEN @mention assignees and leave a comment.

Example 2: WHEN the status of projects (from a specific space) changes to "Completed," THEN move the projects to the "Archive" folder.

Our Community members have also had a very interesting conversation on their favorite automation rules, check it out! ๐Ÿ“Œ

We're excited to hear how you have or are planning to implement Automation in your workflows! Is there a process you've automated that's made a significant difference? Let us know below ๐Ÿ‘‡

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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