Auto-Assign Folder by Workflow Status
It would be awesome for Admins to associate certain Workflows and/or their statuses with specific folders. This would help ensure organizational continuity when a user changes the workflow of a task.
It might also act as a workaround to the feature request noted in this post: https://help.wrike.com/hc/en-us/community/posts/115003636685-Request-Forms-Add-task-to-folder-dropdown?page=1#community_comment_360001727913
Hi Chance! This is actually already possible in Wrike! Just right-click on a folder or project, navigate to the "Change workflow" option, and select the workflow you'd like. There are some limits here based on the default workflow of the parent folder. You can learn more about this here: https://help.wrike.com/hc/en-us/articles/210322785-Custom-Statuses-and-Workflows
No, what we are looking for is for a particular status to automatically move the project/task into a different folder. This would function the same way as the current option for assigning a USER to a status, but for a FOLDER. It is hard to maintain total uniformity in archival and the like when it must be done manually.
Hi Sean Garcia, thanks a lot for reaching out! Our team are investigating some automations that might be helpful in this use-case, so please stay tuned for the updates from us 🙂
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
I am needing this function as well. Following for updates.
@... Thank you for the post. This is exactly what I need. I currently don't see it in my list of options and have enterprise admin access. I will ask around internally to see if I can get access to it. If you know of more details on how to access this feature, let me know.
Thank you so much.
Hi Jamie Letzig, you can contact your Account Owner within your team/company to enable access to the Automation Engine 😊