Hi everyone 👋
Today, we are very happy to bring you the latest update from our Product team - the release of Custom Item Types!
You may remember that last year, our team released Work Templates - which were phase one of this new functionality. Work Templates was a Wrike Labs experimental feature and went through a massive pivot to become Custom Item Types. We know that many of you have tried them and found them useful - thanks to everyone who provided their feedback 🙌
What is Custom Item Types?
Custom Item Types is an enhanced platform capability that allows you to create work that mirrors your business processes in the Wrike workspace using your own terminology. For example, your team will be able to create and access domain-specific types of items like service requests, sales quotes, product bugs, objectives, candidate cards, and as many more as you can think of.
Custom Item Types and Blueprints
Blueprints in Wrike are used for recurring work and usually contain pre-filled content, assignees, or dates. Custom Item types are different in that - they act as frameworks for specific work and don’t have pre-filled content. For each custom item type, you can define which sections to display on the item view and add type-specific custom fields, automation, unique icons, and suggested subitems.
Our team is currently working on a solution that will enable you to use Custom Item Types together with Blueprints in the future. Please stay tuned for more information on this in the coming months.
How to Create Custom Item Types
There are two ways you can set up your custom item types. If a work item is relevant to all or most users in your account, account owners and admins can create account-level custom item types that will be accessible throughout your whole workspace. You can create account-level types from your Settings section - you’ll see Custom item types in the panel on the left.
If the custom item type you plan to create is too specific and only relevant for a single team or department, create a space-level custom item type. This way, it'll only be available to members of that space. They can be created from the space settings by users with space admin rights.
You can create task or project-based Custom Item Types. Read more about them in this Knowledge Base article.
Custom Item Types Suggestions
You can make some custom item types visible in the context creation menu and under the + button at the top of the workspace. This provides users with quick access to the work they need to create often. For example, when users create a new work item inside a space, folder, or add a subitem to a project or task, they'll see the suggested custom item types in the list and can simply click on one of them to create work.
You can also remove any custom item types and regular tasks, projects, and folders from the suggestion menu. Please check out this Knowledge Base article for more details on how to manage the suggestion.
Custom Item Types and Use Case Templates
Wrike currently offers three pre-built use-case templates that have pre-made custom item types:
- Service Management that focuses on IT and other Service teams (ESM). This template helps you to introduce consolidated request management processes to reduce manual and mundane work via Automation, streamlined request, and knowledge base management.
- Strategic Planning that is based on OKR (Objectives and Key Results) methodology. The OKR template allows you to merge top-down and bottom-up goal management and planning by focusing on business results, outcomes, and relevant deliverables rather than just outputs.
- Team Agile that enables iterative work in Sprints. The template is based on Scrum Framework, and it helps with managing sprints and different types of work such as feature work or bugs via transparent processes and automation. It can be used for the IT or Product Development teams and other lines of business such as Creative.
You can try using one of these templates as-is, or tailor them to your needs. Please stay tuned as there are more templates with new Custom Item Types to come in the future 🙂
We’ll be talking more about Custom Item Types in the coming weeks and months, and we’re hoping you’re excited about this new and enhanced functionality. In the meantime, we can’t wait to hear what you think. If you have any questions, please let us know below 👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover