Automation rules help!
Hoping someone can help me set up an automation rule.
Use Case: We have a "Programming" task that contains subtasks of features we are implementing in the sprint. I want to let the designer that has been assigned to this project know that these features are completed and that they should review the work. We have a specific step in our workflow called "Ready for review." and a "Design review" task that is dependant (for dates, with the assigned designer) on the Programming task.
My problem is that we have a number of different designers that can be assigned so when setting up an automation rule (for example when all subtasks are marked ready to review, let xxx designer know), I can't figure out how to alert the designer or trigger off that next "Design review" task. I've tried creating a custom field on the project, thinking Wrike can check that field and @mention them or check that field and assign them a task, but I don't see a trigger or action that lets me say @mention custom field "assigned designer."
Any pros in automation rules that can help?
Danielle Wilson If your designer is already assigned to the task, you could use your Ready for Review status as the trigger for a rule that @mentions the assignee to let them know action is needed.
Ali Moses Thank you for helping! My question is how do I get the next task to @ mention the assignee to let them know the work is ready to review. Here is a screen shot of my plan as well as a video clip of me walking through it.
Danielle Wilson Aha! That video was so helpful. Okay, I would look into this article on dependencies. You should set up Programming 2 as a predecessor to Design 2 Reveiw Programming and then use "All Predecessor Statuses Change To" as your trigger for the @mention of Renee.
Ali Moses Thank you! I also figured out that I need an additional workflow step to set a condition on my automation rule. Originally, it was triggering the status change and the message for all tasks that are the successor of that task - which I didn't want it to happen on the next programming tasks - only the design review tasks. By adding an additional workflow status to that design review task only, I can have the automation rule look for the successor AND the status, then change just those specific design review tasks to in progress and let the designer know in the @ mention message. Yay!
Thanks again for the help! Danielle
Awesome! Glad you got it working. 😃