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Making the most of a Collaborator license

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Carolanne Mak

    Hi Jordan Crisman , you should be able to add collaborators to certain tools in Wrike, so there a few options that might work.

    i.e, -

    • You could build a request form to create those relevant tasks and add her as an automatic assignee
    • You could set up a custom workflow with a status that auto-assigns her (like a "Help / Bat Signal" status)

    Hope that helps!

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Jordan Crisman

    Thank you CarolAnne, we have not explored the build request for yet, but thats a good idea!

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