[Beta] Work Item Automation ๐Ÿค–

Terminรฉe

Hello Community!

We are very excited to invite you to participate in beta testing of a new type of automation in Wrike - Work Item Automation! ๐Ÿ˜Š

Please read the details below and comment if you'd like to participate in this beta (the beta will be turned on for your account in this case)! ๐Ÿ‘‡

How will This Beta Work?

The brand new Work Item Automation that we are ready to beta test with Wrike users works similarly to Wrikeโ€™s Automation Engine. It enables you to create rules that consist of triggers and actions that are applied to task and project Work Templates.

Work Templates is a new Wrike functionality available in Wrike Labs. They allow you to create fully customizable templates based on projects and tasks. These templates can be tailored to the needs of your whole organization or specific departments and teams. You can configure dates, assignees, locations, workflows, select which custom field to show, and more to create domain-specific work templates like OKRs, user stories, bugs, requests, etc.

Please note: Work Item Automation can only work if you have Work Templates feature enabled from Wrike Labs. Work Templates are available on Business and Enterprise accounts.

The main advantage of this new beta feature is that the rules (actions+triggers) can be set up not only by Wrike account admins but also by Space admins because Work Templates can be created by Space admins.ย 

Another important difference from our Work Automation Engine is that Work Item Automation is set up for a particular work item, and not the location of that work item. It means that when you create a Work Item Automation rule for a project-based work template, you can create real work from it in any location (if it is an account-level template), and the automation rule will apply.ย 

Once you create real work from your work template, you will be able to check the automation rules applied to this template, but not change them. In order to edit a rule, you will need to go back to the template and change the rule there. All new work created from that template will follow the edited Work Item Automation rules.ย 

Please note that if you add a regular (not template-based) task or project to a project-based work template, the Work Item Automation wonโ€™t work for that task, because it is not part of the template. You can create separate task-based work templates and add them to your project-based template and create separate automation rules for each item.

Also, please note that the set of rules for task templates and project templates is different as it is in our Wrikeโ€™s Automation Engine.



ย 

Because this is a brand new functionality that we are beta testing, it may change in the future. This is the time for us to test it out with you so itโ€™s very important to get your feedback on it.ย  Please share it below once youโ€™ve had a chance to test it ๐Ÿ‘‡ Also, let us know if you have any questions ๐Ÿ˜Š

ย 

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
31ย commentaires
Spot On Innovative Approach Stellar Advice

Please include me in this Beta. Thank you

0
Spot On Innovative Approach Stellar Advice

Please include me. Thank you

0
Spot On Innovative Approach Stellar Advice

Please include me in this beta. Thank you.

0
Spot On Innovative Approach Stellar Advice

Hi,

I'm interested, please include me too, Thank You !

0
Spot On Innovative Approach Stellar Advice

I am interested. Please include me.

0
Spot On Innovative Approach Stellar Advice

I would love this to be turned on for our account 3729770

0
Spot On Innovative Approach Stellar Advice

Lisa I'd like to try this as well!

0
Spot On Innovative Approach Stellar Advice

Please include our account in this beta!

0
Spot On Innovative Approach Stellar Advice

Hi Lisa, I'd like to try this out!

0
Spot On Innovative Approach Stellar Advice

Hi everyone, thanks so much for your interest! You should now have access to Work Item Automation ๐Ÿ‘

Tuomo Suominen It will be enabled on your account shortly ๐Ÿ™Œ

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

0
Spot On Innovative Approach Stellar Advice

Hi there

I'd also like to try this

ย 

Thanks

0
Spot On Innovative Approach Stellar Advice

Please include me with the Beta. Thanks!

0
Spot On Innovative Approach Stellar Advice

Lisa Please include me in this Beta. Thank you!

0
Spot On Innovative Approach Stellar Advice

Interesting. I'd like to try this.

0
Spot On Innovative Approach Stellar Advice

Hey folks, I've submitted requests for this beta to be enabled for you ๐Ÿ‘ I'll let you know here as soon as it's enabled ๐Ÿ™Œ

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

Awesome! I am excited! Thanks Lisa!

0
Spot On Innovative Approach Stellar Advice

Hi again, everyone! This beta should now be enabled for your accounts ๐Ÿ‘ Please let me know if there are any issues!ย 

We're also looking forward to your feedback ๐Ÿ˜Š

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

0
Spot On Innovative Approach Stellar Advice

Hello, please include us. Thanks.

0
Spot On Innovative Approach Stellar Advice

Hi Simone Notargiacomo, thanks for your interest ๐Ÿ˜Š The beta is now enabled for your account ๐Ÿ‘

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

0
Spot On Innovative Approach Stellar Advice

Greetings Lisa please include us. Thank you!

0
Spot On Innovative Approach Stellar Advice

Hi Slindele Moshesh, welcome to the Community ๐Ÿ‘‹ Thank you for your interest!ย 

This beta is now enabled to your account ๐Ÿ‘ Please make sure you have Work Templates enabled from Wrike Labs to be able to use Work Item Automation.ย 

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

0
Spot On Innovative Approach Stellar Advice

Hi Lisa, please enable for our account as well. Thanks

0
Spot On Innovative Approach Stellar Advice

Hi Ralph Rothemund, apologies for the late reply! As we need an account's admin request for this beta to be enabled, we need to check some things internally before we can turn it on for you ๐Ÿ‘

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

0
Spot On Innovative Approach Stellar Advice

Hi there - I'm interested! Thanksย 

0
Spot On Innovative Approach Stellar Advice

Thanks for your interest Kim Farwell, this beta should now be enabled for your account ๐Ÿ‘

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

0
Spot On Innovative Approach Stellar Advice

Hello, am I able to request this for our account please?

0
Spot On Innovative Approach Stellar Advice

Hi Rebecca, welcome to the Community! Do you have Work Templates enabled on your account currently?ย 

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

0
Spot On Innovative Approach Stellar Advice

Yes I do.

0
Spot On Innovative Approach Stellar Advice

Hi again Rebecca, apologies for the late reply! We will enable the beta for you then ๐Ÿ‘ Please note that the team has some planned changes to Work Templates based on the feedback we've received, please check out our announcement here for more info. Because you've had Work Templates already enabled, you can still use your existing Work Templates. We recommend you don't create any new ones for now as we work on improving the functionality for you ahead of the general release. Please let me know if you have any additional questions in relation to this ๐Ÿ˜Š

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

0
Spot On Innovative Approach Stellar Advice

Hi Lisa is it still possible to have the beta enabled on an account? It sounds like it could be useful for some processes I'm managing. We have Work Templates already enabled on our account.

0

Folllowing List for Post: [Beta] Work Item Automation ๐Ÿค–
[this list is visible for admins and agents only]

Haut de la page
Didnโ€™t find what you were looking for? Write new post