Custom Fields for Users Labs Release: Find the Right Assignees for Your Task at a Glance ๐Ÿ‘€

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Hello Wrike Community ๐Ÿ‘‹

We're thrilled to announce that if you are on a Business or higher plan you can already start testing our brand-newย Custom fields for usersย feature ๐Ÿ‘ฅ inย Wrike Labsย ๐Ÿ”ฌThis option allows you to create special user fields and apply their values to specific users in your account. You can use this information to quickly find the right assignees for your tasks!

For example, if you have an On-Site Team with employees located in different cities, you can specify their location per user so that when you need to assign a task, you will be able to pick the employees who are based in the relevant office.ย 

You can easily turn the values of these custom fields intoย task requirements.ย By doing so, Wrike will suggest the best assignee based on the data added to their user fieldsย (and availability)ย in the assignee picker. More on this below ๐Ÿ‘‡

๐Ÿ“Note: this feature is subject to change and its functionality and availability - regarding plans and users - may be modified in the future.

Hereโ€™s all you need to know about Custom fields for users!ย 

Managing Custom Fields For Users ๐Ÿ“Œ

You can create custom fields for users within theย Usersย tab underย Account Management.ย Account adminsย have the ability to create and edit these fields.ย 

To do so, click on theย Fieldsย section, thenย + Custom fieldย - youโ€™ll be able to add a new User custom field, choose the field name and type as well as use it as an assignee requirement.

You may enable theย Use as assignee requirementย option in the custom field settings and it will help you identify the most suitable assignee for a task. If this option is not selected, the fields apply exclusively toย User profiles. This means that if you untick this box, the custom field will simply not beย applied to spaces, folders, and projects. However, they can still be used inย Workloadย filters andย Account Management.

Additionally, you have the flexibility toย shareย these fields with specific individuals or groups who should have access to them. It means that if the field is shared with them, they will be able to view it and use it as a task requirement when assigning work to other users.ย 

It's also possible to convert existing task fields to be applied to users. To achieve this, access theย Custom Fieldsย tab underย Account Managementย and select the optionย Use this field for users. Please note that the field shouldย belong to the entire accountย ๐Ÿ“Œ

Please note that mass actions are not yet available, however, our team is working on adding this functionality soon โญ

The Best Assignee Finder ๐Ÿ”

Our system will suggest assignees in theย Assignee pickerย inย Tableย andย Boardย views based on matching fields, simplifying the process of finding the best fit.ย 

Besides, if a task candidate doesn't have available capacity, theyโ€™ll be marked asย Unavailable. Availability is calculated based on all active work already assigned to the user and also on the userโ€™s work schedule (PTOs, Daily capacity, and other similar specifics are taken into account).

Please note that these are systemย suggestions, and you wonโ€™t be prevented from assigning work to any users, even the ones who donโ€™t match the requirements.ย 

Assignee Picker Preferences ๐Ÿ’ก

It is also possible to customize your assignee picker: disable the availability display or switch off sorting by matching fields. Your preferences will be saved and applied wherever you pick assignees, without affecting others!

Easily Visualize The Right Assignees In Workload ๐Ÿ“Š

Maximize personnel management with the ability to filter people by their attributes within theย Workload. You can find the configured requirements in the task tooltip within Workload charts and filter assignees by the value added to their custom fields for users.



Our team is also working on expanding these capabilities to the Resources view, we will keep you informed about the changes ๐Ÿ’ช

Lastly, you can also use custom fields for users inย request formsย and other tools and views where custom fields are supported.ย 

Weโ€™re looking forward to your comments! Please share your feedback, insights, and any questions you may have below ๐Ÿ‘‡

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

Juan Wrike Team member Conosci le straordinarie funzionalitร  di Wrike e le best practices

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24 commenti

This is great new update to the custom fields tab.

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

Looking forward to using these new features!

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

Wow!
It would be helpful if for each skill selected like Spoken Language we can assign a value A, B1, B2, C1, C2 ect.

So it would be helpful to have a field with two or more dimensions

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Thank you Pietro Poli Kat Riddler Gabriel Stangl-Riehle!

Pietro, in your example, do you mean that in the custom field "Spoken language" you could select both the language and its level?ย 
if that's the case, at the moment the workaround would be to create as many categories as necessary to cover every case. So the options should be "Italian A1", Italian A2", "Italian B1", and so on ๐Ÿ™‚

It's an interesting suggestion though, I've passed it on to our Product Team ๐Ÿ‘

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

Juan 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

This will be an exciting new enhancement!ย 

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Can't wait to try this out!ย 

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Really like this new custom field function. It would be very powerful to able to assign user groups to create the list of users when limiting the user selection. This will would allow an admin to update a single place in wrike and have it transfer throughout the wrike account automatically. Thank you for this, it will be very valuable for our teams

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Thank you folks! 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

Loving the concept of smart assignee suggestions in Wrike! However, before we commit to integrating this into SOP - the process to set up user roles individually, assigning skillsets etc, seems very time-consuming to. It would be incredibly helpful to have the ability to apply a predefined set of skills to specific roles, like 'Project Manager' or 'Reporting Analyst', in bulk. This change would significantly reduce setup time, eliminate the need for deep dives into each user's specific skills and responsibilities, and accelerate our adoption of the smart assignee feature for more effective task assignments. Looking forward to any solutions that could streamline this process!

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

Great add! ย It will be awesome if we can use to group by in workload and not just filter.

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

Appreciate your feedback, Jonathan Beech, Nestor Martinez ๐Ÿ™Œ I'm sending it to the team now!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

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

This is super useful! It would be even more useful if there is a secret (or not secret and I'm missing the documentation) API Method for users custom fields that you are willing to share (not seeing anything here).ย 

We'd like to store some user manager details here, rather than a lookup table outside of Wrike, for project notifications.ย 

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

Appreciate your feedback Ian Kizer, I'll let our team know 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

Hey again Ian Kizer, I have an update from our team that API is available in this case:

user field creation and editing is available here https://developers.wrike.com/api/v4/custom-fields/, and editing values here ย https://developers.wrike.com/api/v4/contacts/#modify-contact. I hope this helps 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

Hiya - I'm working working on an automation that will update a custom Field that is User type. Is it possible to use the Folder PUT update customFields=[{"id":"CustomFieldId","value":"[\"userIdvalue1\",\"userIdvalue2\"]"}] to update user custom fields?

Thanks!

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

Hi Eoghan Collins, welcome to the Community! I'm afraid this option is not available via Automation, please feel free to create a new Product Feedback post to share this suggestion ๐Ÿ™‚ย 

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

Juan Wrike Team member Conosci le straordinarie funzionalitร  di Wrike e le best practices

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In the main users page in settings is there a way to filter the newly created "user custom fields." For example we have different portfolios and id like to be able to filter out the staff that is unrelated to what i am trying to review.

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

Hi folks! We've recently added the support of User custom fields to our new dashboards, find more about it here 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

Ray Moore Hi ๐Ÿ‘‹ It's not possible to filter users in the users page at the moment. Thank you for bringing this to our attention, I've passed the feedback to our product team.
For the time being, we suggest sorting users by a field or filter them by user groups. Alternatively, it's now possible to report on users and filter them by user attributes in theย new Dashboards ๐Ÿ‘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

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

JuanThank you for sharing.
It's nice to be able to assign tasks according to assignee's expertise and look forward to seeing mass actions features in the future.

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

Hey! I see a lot of value in this feature and would love to test it out, however I don't see it as an option for us to enable in Wrike Labs. I know we have either Enterprise or Pinnacle, so I thought we'd have the option since it's higher than Business. Was this phased out of Wrike Labs?

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

Hey Anna Giacobbe! We've just released custom fields for users to all Pinnacle accounts, we'll be announcing this release on Monday.

You can check the full documentation for this feature in this Help Center section 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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Hey, is it planned to provide these fields also via API? I need to get the values of a user's custom fields via the /contacts or the /users endpoint!

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Great new feature, I'll will also request that this is made available in the API (get and update fields values) and the Power BI connector as soon as possible, this will greatly simplify our reportingย  when available.

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