[From Wrike] Get The Most From Wrike Workflows!

1. Click your profile image in the upper right-hand corner of your Workspace.
2. Select “Account Management”.
3. Switch to the “Workflow” tab. You will see a list of all workflows in the account.
4. Click “+ New workflow”.
5. Enter your new workflow’s name. By default, it has one status in the Active and Completed workflow categories.
6. Add statuses to your workflow: click “+ Add Status” at the bottom of any workflow group, enter its title and select a color for that status.
7. Rename, delete, or change a status color by clicking on that status.
8. Drag and drop statuses to arrange them in the order that makes the most sense for your team. The order you choose here is the order that statuses will appear in on a Task’s dropdown status menu.
9. Click “Save” in the upper right-hand corner.

You can have up to 165 custom workflows, so each aspect of your business can show exactly where they are with each of their products, like a social media campaign or a support ticket!

Consider It Fixed

Once you’ve created custom workflows and added approvals if needed, you can make it easier for people to see which statuses should be selected next. For this, try using Fixed or Flexible workflows for your projects’ statuses. 

 

Flexible Workflows allow the users to see specifically predesignated status options, all other statuses are accessible under a “Other” menu option. Admins determine which status should have predetermined follow-up statuses and they choose what the follow-up statuses are.

 

 

Fixed Workflows are for when you don’t want anyone to see any other status options but the ones you’ve set up. When changing a status, users can only choose from certain predesignated statuses. Admins determine which status should have predetermined follow-up statuses and they choose what the follow-up statuses are. Add those follow-up statuses and check the “Lock transitions” box to create a Fixed workflow.

 

 

For example, if a project or task has the “Evaluation” status, users will only be able to change it to “Market for rent”. They will not see or be able to select any other status options.

 

 

Get Widget With It

Using Custom Workflows, you can not only customise what your projects will look like, you can also customise how your Dashboard will look. Using widgets, you can choose which workflow will dictate which task enters each section. Each widget can have its own custom workflow, so your dashboard's capability for giving a clear view of your team's output is unlimited. Custom Workflows in the dashboard are especially helpful for companies that utilise different workflows for separate departments but still want an overall view of development.

 

Report It To The Top

Reports are also able to take full advantage of Custom Workflows. Similar to constructing Dashboards, as you put together your Report you can select which Custom Workflow you'd like to have appear. This is especially useful for companies that want to show, in the clearest possible way, the progress that a certain team is making. A detailed report with clearly labeled columns pertaining to each individual department will help your whole company understand and evaluate the work done so far.

 

With all of the above instructions, you can now easily track project statuses. Time for practice! 😄

 

Let’s say we have a real estate business and need to manage, track and report on a number of properties. We can create a project workflow (PW) that will help us with tracking and reporting, and also tasks’ workflows (TW) for every stage of our process. 

 

 

This is how a project workflow for property management can look like (remember you can add approvals here!):

 

 

Now you can change statuses on the go:

 

 

And easily track them using Dashboard widgets 😉

 

 

To report on project statuses, create a project-based Report...

 

 

And voilà! 

 

 

And that's it! Give Custom Workflows a try, and if you have any examples of how you've used Custom Workflows, let us know in the comments below!