[From Wrike] More Exciting Automation Updates: Approval Triggers and Assignment Actions โšก๏ธ

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Hi Community ๐Ÿ‘‹

Today, weโ€™re beyond thrilled to share two big sets of updates now available in Wrike Automation: Approval Triggers and Assignment Actions ๐Ÿš€

Approval Triggers ๐Ÿ“Œ

Trigger when approval starts:
With this feature, you can sync approval statuses with item statuses. For example, when an approval starts, you can set an item's status to 'In review'. You can also automate adding the item to an 'In review' folder or mention a specific user when the approval starts, especially for high-priority items.

Trigger when approver gives a decision: This feature allows you to draw attention when a specific person gives their decision. For example, you can mention assignees and tell them that a particular user's decision is enough to proceed. You can also unassign an item when you're done to keep your workspace clutter-free.

Trigger when approval finishes with a decision: You can now sync approval statuses with item statuses. For instance, when an approval finishes with an 'Approved' decision, you can set the task (or project, or opportunity) status to 'Approved'. You can also involve stakeholders depending on the decision. For example, when an approval finishes with a 'Rejected' decision and if the client is a 'Priority client', you can automate a comment and mention a specific user.

Assignment Actions ๐Ÿ“Œ

We have also updated the assignment action options, and they now include the following:

Assign to the user who triggered the rule: Are you starting to work on a ticket, request, or task? Just change the status, and you can be automatically assigned to the item, saving you time. For instance, when the status changes to 'In progress', the task can be assigned to the person who triggered the rule by changing the status.


Assign to item author: This feature is perfect for involving the item creator in the process, especially when working with requests. For example, when an item is created or the status changes to 'Review required', it can automatically be assigned to the item creator.


Assign to users from a group: While itโ€™s not yet possible to assign groups as entities, we're offering a handy workaround with automation. You can now select user groups for assignment in automation, and each person from the group (up to 25 people for usability and performance reasons) will be assigned when the rule is triggered. This feature is great for assigning a task to a team, allowing them to decide who should perform the work. For example, when an item is created, it can be assigned to 'Tier 2 support'.

We hope that this particular update will be very welcome to all of you who suggested and supported the ability to assign work to user groups ๐Ÿค—

ย 

Our team is really looking forward to your feedback on these exciting automation updates! Please share your thoughts with us in the comments below 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

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11 commenti

These are exciting updates!

Wrike's approval process and automation were what made me pick this platform. It's awesome that it keeps getting better!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Lisa One question about: Assign to item author: This feature is perfect for involving the item creator in the process, especially when working with requests.

You are writing about request. What happens if the task waas created by a request form? If the submitter of the form was a none Wrike user (so task was created via a public link request form)?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Great improvement!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Lisa is it on the road map to be able to include project owner in automations - e.g. for mentions, assignee etc.? :)ย ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Great additions to the automation rules. Can't wait to try it out within my team!ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks a lot for your feedback and questions!ย 
Sven Passinger, Maria Hermansen, we'll get back to 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

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks for the additions Lisa - one question though, does the new "status change on approval" replace the custom workflow feature?ย  We have built several approval workflows which control the item status once the approval is finished - is that going to go away?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hey Sven Passinger! Thanks for the question. In request forms, when the item is created within Wrike, our automation will be able to recognise that and assign the request to the item to the creator. However, for the external users since they don't have an account licence, the request is created by Wrike bot. It that is the case, Automation won't assign a task to a Wrike bot.ย 

Hey Maria Hermansen! Hope you are enjoying new automation capabilities! It is already possible today to mention a project owner in comments for projects. Unfortunately, it's not possible to mention (as well assign) them in tasks and we don't have a timeline for this yet.ย 

Hey Phil Taylor! No, you can use both :)ย 

Alina Kucherenko Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalitร  di Wrike e le best practices

Alina Kucherenko Wrike Team member Conosci le straordinarie funzionalitร  di Wrike e le best practices

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I was so deeply waiting for this! Thank you!!!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Florian Kislich ๐Ÿค—

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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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

This is amazing! <3 It solves a lot of things that weren't possible to achieve with the workflow approval options.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

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