Hi folks! 👋
Today, we are very excited to share the latest update for Wrike’s Automation: you can now create new items & subitems as automated actions!
How it works
The list of available actions for those who have the right to create automation rules now includes two new options:
- Create item
- Create subitem
The Create item option will, as the title says, create a new item when the automation rule is triggered. You can specify the item type, its name and description, as well as the location where it will be created.
Usage example: When the project is Completed → Create folder “Next project phase”
The Create subitem option creates a subitem for the items that the rule applies to. You can specify the name and description of the created subitem and its type. Please note that the item type selection can be limited by the scope of the rule (e.g. project/folder can't be a subitem for a task.)
Usage example: When the status is changed to “Review required” → Create the “Review” subitem.
When you create a rule in the Account Management section, you can create tasks, projects, and custom item types. If you’re creating a space-level automation rule, you’ll be able to create tasks, projects, folders, and both account-level and space-level custom item types.
Our new Team plan will receive this update in the coming weeks too 🙂
This addition makes many more automation-related use cases possible, and we hope you like it! Please let us know if you have any feedback or questions 👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover