[From Wrike] Automation: Date Trigger ๐Ÿ”ฅ

Hello Community! ๐Ÿ˜Š

We are super excited to announce this new release from our Product team - Date Trigger in Automation Engine ๐Ÿฅณ

This has been one of the most popular asks from our users and weโ€™ve received feedback on this on various Community threads related to the Automation Engine, like this one. Weโ€™re therefore really happy to be able to announce this update today.

How Does the Day Trigger Work?ย 

When account admins check out the Automation tab in the Settings section, they will now see a new trigger there called โ€œThe date in the field meets a conditionโ€:


Note: Just like any other automation rule, this rule can be applied to tasks and projects. Also, it will only trigger for active tasks and projects.ย 

Once you choose this trigger, you will be able to apply it to one of the three types of fields:

  • Start Date system field
  • Due Date system field
  • Custom field (โ€œdateโ€ type)

After that, youโ€™ll be able to choose one of the conditions - if the start/due/custom date has passed or is coming within X amount of time.ย 

You will also be able to choose the time zone here.

If you chose the second option - โ€œwill be within the nextโ€ฆโ€, you would be able to specify the number of days, hours, and minutes.

After this, you can choose the action for this automation rule:


๐Ÿ“The most popular use case here is when you choose to send a comment or mention to remind your team about the upcoming start/due/custom date.

ย 

We are hoping that you are as excited about this new trigger as we are! ๐Ÿค—

Please share your feedback and/or questions below as usual ๐Ÿ‘‡

ย 

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

10
41 comments
Spot On Innovative Approach Stellar Advice

It would be veryย  helpful to have the possibility to set a due date when a new task is created, based on a number of working days.ย 

For example, rule is set to 5 days, if task is created today (november 12, 2021), the due date would be set automatically at november 19, 2021

2
Spot On Innovative Approach Stellar Advice

Thank you for this feedback, Marc Jr Colas! ๐Ÿ™Œ I'm passing it on to the Product team ๐Ÿ‘

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

0
Spot On Innovative Approach Stellar Advice

I agree with Marc, having the possibility in the Actions to set a due date will be very helpful.ย 

0
Spot On Innovative Approach Stellar Advice

Roxane Carrier Thanks for supporting Marc's suggestion ๐Ÿ™Œ

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

0
Spot On Innovative Approach Stellar Advice

Can you @mention the assignee?ย  Project Owner?ย ย 

0
Spot On Innovative Approach Stellar Advice

ย Hi Andrew Boekestein, yes of course! It's possible to mention followers, assignees, authors or approvers, or a specific user group.

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

1
Spot On Innovative Approach Stellar Advice

Project Owner should be a default choice here, in order to target specifically the project manager with automated notifications. In an organisation of any size, it's impossible target the specific project's owner using "specific users or groups".

0
Spot On Innovative Approach Stellar Advice

Thanks for your feedback Tuomo Suominen. Please consider mentioning this to Alina when you're discussing Wrike's Automation with her ๐Ÿ™‚

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

0
Spot On Innovative Approach Stellar Advice

Sure thing Lisa, I'll mention it to Alinaย ๐Ÿ‘

1
Spot On Innovative Approach Stellar Advice

Love this feature, but please consider making the process for setting up Date Triggered Automations (ie due date reminders) simpler.ย  It should be an option any user can set up with a click or two; not relegated to admins and automations workflows.ย 

Every new user I've trained on Wrike has asked how to get due date reminders and I've had to tell them workarounds.ย ย 

0
Spot On Innovative Approach Stellar Advice

Thank you for your suggestion Andrew Boekestein! By the way, if you're interested in discussing Wrike's Automation with our Product team, please check out this post ๐Ÿ™‚

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

0

Folllowing List for Post: [From Wrike] Automation: Date Trigger ๐Ÿ”ฅ
[this list is visible for admins and agents only]

Top
Didnโ€™t find what you were looking for? Write new post