Wrike Integrate - Example recipes to automatically change task status after # days in a particular status

This Wrike Integrate example is designed to move tasks from one status to another automatically after a certain number of days in a particular status.

For example, if a task remains in status Waiting for more than 3 days, that task should be automatically cancelled (or moved to Follow-Up status, or whatever status is needed in this case).

This example uses two recipes:

  1. The first example recipe triggers every time a task is created or updated within the designated folder tree, to record the current task status and the date of the last status change. The custom fields updated by the recipe are used within the second recipe.
  2. The second example recipe runs once a day, looping through all active tasks within the designated folder tree. Any task that has been in a custom status named Waiting for more than 3 days will be automatically changed to a status of Cancelled, and a comment will be added to the task noting the automatic cancellation.

The recipe can be adjusted as needed, according to your workflow status names and how long the task should remain in one status before being automatically changed to another.

Prerequisites

  • Wrike Integrate (paid add-on)
  • Wrike plan that includes custom fields
  • Wrike custom field to identify the last status of each task (we use a custom text field named Status Tracker for this purpose)
  • Wrike custom field to identify the date of the last status change for each task (we use a custom date field named Last Status Change for this purpose)

TIP: When creating custom fields used in Wrike Integrate recipes, we share these fields only with our Wrike Admins, so other users can't see or change the value in these fields. Keep in mind that the user linked to your Wrike Connector in Wrike Integrate will also need access to these fields in order to see/update them.

Notes

  • If you have made recent changes to the custom workflow used with these recipes, and you receive unexpected errors when running the recipe or you don't see your workflow or status when adjusting recipe steps, you may need to create a new Wrike Connector in Wrike Integrate and switch the recipes to use this new connector. Custom status changes don't always register with existing connectors (as of February 2020), even with a schema refresh. This issue has been reported to Support.

Wrike Integrate recipe examples

This process requires two recipes:

  1. https://www.workato.com/recipes/1103021 (recipe that triggers on task changes, to record status change dates for use by the second recipe)
  2. https://www.workato.com/recipes/1103022 (scheduled recipe to change task statuses as appropriate)
1
1 comment
Spot On Innovative Approach Stellar Advice
Avatar

Great post as usual, thanks a lot for sharing your knowledge with the Community, Laura Boylan, much appreciated! 🙂

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

0
Comment actions Permalink

Folllowing List for Post: Wrike Integrate - Example recipes to automatically change task status after # days in a particular status
[this list is visible for admins and agents only]

Didn’t find what you were looking for? Write new post