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Idea: category tags in the body of each type of notification email

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    Jake Livsey

    (Edited )

    Update:

    • A Wrike employee reached out to me to thank me for my feedback and to tell me that they're creating a feature request for the Product Team to share my vision with them. No promise that it will definitely be added.
    • I've finally achieved the desired Rule sorting, but it was made very difficult using the current Wrike notification email bodies. Below are details on how you can achieve the same sorting I've achieved in lieu of the above mentioned proposed enhancement.

    1. First set up your Outlook folders andย name them according to your organizational needs. Pictured above is the folder structure I decided on for my needs, and I'll describe how to use this structure. Your organizational needs may be different from my own, so you may need to extrapolate on the subsequent steps.
    2. For yourย New Ticketsย folder rule...
      a. Underย Step 1: Select condition(s):
      ย  ย  - Useย with specific words in the body, where the specific words are as follows...
      ย  ย  ย  -- "changed status to NEW".
      ย  ย  - Useย fromย people or public group, where the people or public group is as follows...
      ย  ย  ย  ย -- "wrike@wrike.com"
      b. Underย Step 2: Select action(s):
      ย  ย  - Useย stop processing more rules.
      ย  ย  - Useย move it to theย specified folder, where the specified folder isย theย New Tickets folder.
    3. For yourย Assigned folder rule...
      a. Underย Step 1: Select condition(s):
      ย  ย  - Useย with specific words in the body, where the specific words are as follows...
      ย  ย  ย  ย -- "You got this update because this task is assigned to you."
      ย  ย  ย  ย -- "You got this update because you've been mentioned in a comment."
      ย  ย  ย  ย -- "@Jake Livsey" (<-- replace with your name as it appears in your @mentions).
      b. Underย Step 2: Select action(s):
      ย  ย  - Useย stop processing more rules.
      ย  ย  - Useย move it to theย specified folder, where the specified folder isย theย Assigned folder.
    4. For yourย Updatesย folder rule...
      a. Underย Step 1: Select condition(s):
      ย  ย  - Useย with specific words in the body, where the specific words are as follows...
      ย  ย  ย  -- "You got this update because you follow this task."
      b. Underย Step 2: Select action(s):
      ย  ย  - Useย stop processing more rules.
      ย  ย  - Useย move it to theย specified folder, where the specified folder isย theย Updates folder.
    5. For your Completedย folder rule...
      a. Underย Step 1: Select condition(s):
      ย  ย  - Useย with specific words in the body, where the specific words are as follows...
      ย  ย  ย  ย -- "changed status to COMPLETED"
      ย  ย  ย  ย -- "changed status to CANCELLED"
      b. Underย Step 2: Select action(s):
      ย  ย  - Useย stop processing more rules.
      ย  ย  - Useย move it to theย specified folder, where the specified folder isย theย Completed folder.
    6. For your Invitesย folder rule...
      a. Underย Step 1: Select condition(s):
      ย  ย  - Useย with specific words in the body, where the specific words are as follows...
      ย  ย  ย  ย -- "Your team using Wrike is growing!"
      b. Underย Step 2: Select action(s):
      ย  ย  - Useย stop processing more rules.
      ย  ย  - Useย move it to theย specified folder, where the specified folder isย theย Invites folder.
    7. Since Rules in Outlook prioritize from top to bottom, and because theย stop processing more rules is used in each of these steps, you will need to sort your Rules with the following priority (from top to bottom in your list of Rules in Outlook):
      1. Updates
      2. New Tickets
      3. Completed
      4. Assigned
      5. Invites
      ...Since there are similarities between Wrike notification emails, doing this should prevent your Rules from sorting them into the wrong/unintended folder.

    So far so good on my end, but I do wish this was easier! Hope this info helps until a future update.

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