✍️ Releases-Custom emails, more functionality, and shortcuts (10/25/18)
Stephanie Westbrook
Feature Updates
Customizable Email
When someone external submits a Request Form, they get a confirmation email. You (well, admins) can now craft what that email says and use your own logo. Time to give Shakespeare a run for his money.
Guest Reviews
Two updates: 1) Decide whether or not Guest Reviewers should be able to see comments left by people in your account 2) Add Office files (.doc, .docs, .ppt, .pptx) for Guest Review.
Proofing Upgrades for iOS
You can see all Proofing types (arrows, rectangles, lines, etc) on the iOS app. Plus, @mention teammates in Proofing comments.
Save a little time...
Check the box next to one user on the Users tab of account management. Hold shift, then select another user. Now everyone in between those users is also selected.
New Table View: Priority Sorting + Custom Fields
Not only can you sort Tasks by priority on the new Table View you can also create Custom Fields via the good old plus column on the far right-hand side.
Action Bar for the Files View
Select at least one file and you'll see menu options like "select all", "download", and "delete".
Love that you added the + sign for adding a new column to the new table view! Thank you!
I will add that it would be really cool if you could choose where the + column was placed - in particular I'd love for it to be on the left side, instead of having to scroll all the way to the right. Also we'd still love the ability to freeze columns, and possibly even rows, like you can in Excel. It would be really handy to be able to keep the task title visible while scrolling to the far right, or similar situations.
Love the small but very helpful features that are coming along!
Appreciate Wrike's continual improvement! Really like the sorting by priority on the New Table view...we have been looking forward to this for a while! Thanks Wrike Team! :)
Happy to hear you're happy guys!
And thanks for the feedback on the button's placement @Deidra 🙌
These are great improvements. The instructions for customizing the email message suggest that I do so with "Customize emails" link. That link is not available to me (I do have administrator rights).
Screenshot of what is available to me:
Do we need to activate something? How can I customize the email message?
Thanks,
Amy
It is on the right side of the Request Forms page.
Thanks Jen!
Thanks for the New Table view! Very helpful and look forward to having the ability to freeze columns!
This is great! are there any plans to allow customized notifications based on choices in the request form ? Just to clarify -- email "a" goes out if they select option 2 in a drop down. Email "b" would go out if they choose option 3
@Melinda, great idea. I think it would be great to have this in the Product Feedback section. Perhaps you can add as a comment and vote here, or start your own new Feedback thread with the idea of form redirects to emails 👍
I agree with @Melinda that emails which are customizable based on form and/or selection would be ideal.
Thanks to the @Wrike team for considering it and to @Melinda for the suggestion.