Wrike Automation Engine

Automation Engine Feedback:

First, I LOVE the possibilities.

A few things that would help my team:

  • I hear this is coming, but automated status changes when all predecessors are marked a specific status. For example, we have a webhook now that turns all successors to In Progress when the predecessor is marked Complete or Cancelled. I hope to replace that with the Automation Engine one day.
  • The rule for "If task status doesn’t change in" is nearly amazing, however I wish there was more customization over the notification frequency in terms of recurrence. I would like to have the option to say, "Notify me if In Progress hasn't changed in 15 calendar days" once, rather than continuously each day until it changes.
5
4 comments
Spot On Innovative Approach Stellar Advice
Avatar

Great features...but a few tweaks would be very helpful.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hey guys, thanks so much for your feedback! 🙂

As this functionality has just been released, the team is very eager to hear what you think and they are keeping a very close eye. 

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

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Lisa,

Sorry for confusion on my end, I was commenting to you on another thread as well.

This is amazing! I do have one comment about this which prevents us from using it over our webhook. I have a suggestion for the logic on Wrike's end.

Current Scenario:

Scenario: Apply to tasks-->if all predecessor statuses are Completed or Cancelled, change task status to In Progress.

  • Project 1 is kicked off. Because task 3 test is optional, it is cancelled unless an assignee requests it. In this case, task 3 is never requested and thus intended to always be a cancelled task.
  • 1 test is marked complete and 2 test bumps to In progress
  • 2 test is marked complete and 3 test bumps to In progress, but it was supposed to remain cancelled.

I want the engine to recognize the exception that 3 test should have been skipped and left cancelled rather than bumped to In Progress so that 4 test can be updated to In progress when test 2 was marked complete. I've tested it out and the logic gets wonky with multiple dependencies and bumps both test 3 and test 4 to In Progress.

 

Solution Scenario:

My initial thoughts for a solution is: an element of "exception", "unless", or "only when" logic. 

Apply when task is "New"-->if all predecessor statuses are "Completed" or "Cancelled", change task status to "In Progress".
This means that unless the task is currently marked as a specific status, the task will be ignored and it won't apply the predecessor rule logic.

3
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Lindsey Walters I've already passed on your feedback here from a different thread, thanks a lot for posting 🙌

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

0
Comment actions Permalink

Folllowing List for Post: Wrike Automation Engine
[this list is visible for admins and agents only]

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