Can you convert Space & Account level automations?

Hello! 

I am currently testing some automations to change statuses and locations for a new Sprint method we are looking at. I built everything out in a test Space, but have now realized that since we also use CITs, the automations (set up to apply to Tasks) wont trigger if they are created at the space level unless I make one for each CIT; Tasks is not generic at the Space level, only the Account level (please correct me if I am wrong).

Is there a way to convert Space level automations to Account level automations so that I can have it set up to apply to all Tasks, including CIT tasks? or do I need to recreate all the automations at the Account level?

Or is there a way to have the Space automations apply to all Tasks, regardless of CIT?

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
1 commentaire

Hi Claire Findlay! It's not possible at the moment; you'd need to recreate the rules at the account level. If you'd like, I can move this post to the Product Feedback forum. 

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

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Can you convert Space & Account level automations?
[this list is visible for admins and agents only]

Haut de la page

Upcoming Live Sessions

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