Closed Work Flows

How can I change the workflow of a task that is in a closed workflow? 

 

I have tasks created in one folder automatically in a closed workflow, but i want some of the parent tasks in that folder to actually just follow the default workflow. How can I do this?

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
3 comentarios

Hey Jessie, thanks for reaching out 🙂 Account Admins apply Fixed or Flexible Workflows, so if you are an Admin, you can choose the follow-up statuses or even not use Limited Transitions for Workflows so that users can change a Workflow. If you're not the Admin, maybe it's a good idea to discuss the Workflows with him/her. Currently, if a Fixed Workflow is applied, you can't change the Workflow if it's fixed. Please let me know if you have any further questions 🤝 

Lisa Community Team at Wrike Wrike Product Manager Conviértete en un experto en Wrike con Wrike Discover

Lisa Wrike Team member Conviértete en un experto en Wrike con Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Lisa, I am the admin. If i'm understanding you correctly you saying i would need to change the status of the workflow to not be fixed in order to get a task out of that workflow. But i want the workflow to be closed for everyone else, I just want to be able, if there was a mistake, to move a task out of that closed workflow into the default workflow. Are you suggesting i need to make the work flow not closed, change the tasks i want, then go back and close the workflow again?

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Jessie, that's right, or you can use the Flexible Workflow - when changing a task’s status, users see specified statuses, and all other statuses are under a “More” menu option. Admins determine which status should have predetermined follow-up statuses and they choose what the follow-up statuses are. For example, if a task is “In Progress”, users see “In Review” or “Completed” as options but they are able to select other statuses under a “More” navigation menu. In that case, it might be easier to correct a mistake if it occurs. 

Lisa Community Team at Wrike Wrike Product Manager Conviértete en un experto en Wrike con Wrike Discover

Lisa Wrike Team member Conviértete en un experto en Wrike con Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Closed Work Flows
[this list is visible for admins and agents only]

Superior

Próximas sesiones en vivo