Default Workflow Name

Hi,

I'd like the option to set my own workflow as the default workflow or rename the default one to something more relevant to my team.

Currently we have four workflows per type of work in our team (that are named according to their specific type), as well as the default.

It can be confusing to users if they don't know what the default is because it is not named as such as it gives them too many options of buttons to choose from.

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Anastasia

Hi Holly, thank you for the post! Something I wanted to mention, in case you haven't had a chance to try it out yet, is that it's possible to set a specific workflow for individual Projects and Folders. This way, the required workflow will be the first one shown in the list, and users know that they need to choose a status from this particular workflow and not any other ones:

Would this help?

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Hi Anastasia,

 

We use this currently, so that's great thank you! :)

It would be great if there was a way we could alter it so that there isn't areas in the system that are available in menus that we don't utilize as a business. 

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Anastasia

Holly, thank you! Got it. :) Appreciate the clarification!

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I agree. I seems the Default Workflow cannot be renamed and can't be deleted or removed from it's primary position. Making it a waste of real estate. 

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I would also like to be able to rename Default Workflow into something more meaningful to users.  I get we can add custom workflows, I would just like the ability to rename "Default"  

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I also agree that the option to change the default workflow name would be useful and have more meaning for my colleagues.  

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Hugh

Hey everyone, a quick update here:

The Product team is interested in this suggestion and will be researching this in the near future. If there are any updates, I'll be sure to let you know.

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I would also like to replace the existing Wrike Default Workflow with a custom Firm Default Workflow.

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Cansu

Hello Denise Miller, thank you for adding your support here. Please be sure to upvote the original post by clicking on the heart icon if you haven't yet 🙋🏻‍♀️

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Yes, just like there is option to set workflow for projects and folders, there should be a way to do it for the space as well.

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Thank you for supporting here Nikita Gupta! Please make sure to also upvote Holly's post above if you haven't yet 👍

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

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Lisa actually I managed to figure it out. There is a way to go to the settings of the space and set the workflow for that space.

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Great to know, thank you for sharing that Nikita Gupta

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Remove system default workflow should be available. If you allow us to set a default workflow than that should always be used. This just creates more work to set it to the correct one. Again, inefficiencies, a lot of wasted time on small items.

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Thanks a lot for sharing your feedback and supporting this suggestion, Marie Doloc! I'll make sure to send it to our Product team.

Once this idea reaches 60 upvotes, we'll add a Product status here, so please upvote the original post above if you haven't yet 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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