Auto Assign Reviewer in Proofing & Approval

Is there a way to automate assigning reviewers for approvals?

It could be a chain - If Person 1 finishes approval, then Person 2 is automatically assigned to review. Order matters, so I don't want to assign both people at once.

It could be similar to workflow - On task status change, Person 1 is automatically assigned to review.

Any automation would help, because right now the best we can do is train the users to assign the person after manually, which is prone to error.

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Stephen

Hi Sangbin, thanks for posting.

For now, your best solution is to create an Auto-assign based on Status as you mentioned.

You could create a Status like, 'For Approval 1' and have the first person you want to review automatically assigned. Then when the status is changed to 'For Approval 2' the second person is automatically assigned.

Let me know if this helps?

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It is what we will have to do until further update, hopefully auto assign for Approvals comes in near future.

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Stephen

It's a great idea! I'll move this to the Product Feedback section so other members can vote for it and our Product Team has better visibility too. Thanks for the suggestion 🙌

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I would also like to see a way to auto assign for approvals. Creating a workflow that automatically assigns the next reviewer is a great idea however, our reviewers are not always the same or in the same order. I would love to see a way to identify an order of approval when adding multiple reviewers. As of right now, we assign person one and when they have completed their review they assign person 2 and so forth. This poses its own issues but is working for now. 

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Thank you for sharing your feedback and your use-case here Melynda McNamara 🙂

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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