Auto-Assign Folder by Workflow Status

It would be awesome for Admins to associate certain Workflows and/or their statuses with specific folders. This would help ensure organizational continuity when a user changes the workflow of a task.

It might also act as a workaround to the feature request noted in this post: https://help.wrike.com/hc/en-us/community/posts/115003636685-Request-Forms-Add-task-to-folder-dropdown?page=1#community_comment_360001727913 

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Hi Chance! This is actually already possible in Wrike! Just right-click on a folder or project, navigate to the "Change workflow" option, and select the workflow you'd like. There are some limits here based on the default workflow of the parent folder. You can learn more about this here: https://help.wrike.com/hc/en-us/articles/210322785-Custom-Statuses-and-Workflows

 

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No, what we are looking for is for a particular status to automatically move the project/task into a different folder. This would function the same way as the current option for assigning a USER to a status, but for a FOLDER. It is hard to maintain total uniformity in archival and the like when it must be done manually.

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Hi Sean Garcia, thanks a lot for reaching out! Our team are investigating some automations that might be helpful in this use-case, so please stay tuned for the updates from us 🙂

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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I am needing this function as well. Following for updates.

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Hello Jamie Letzig, welcome to the Community 👋🏻
 
May I ask, whether if you've considered using the Automation Engine? You can create the rule "if the status changes to X then move the task into the X folder".
 
 
Please let me know if this helps, or if you have any questions 🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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Cansu Thank you for the post.  This is exactly what I need.  I currently don't see it in my list of options and have enterprise admin access.  I will ask around internally to see if I can get access to it.  If you know of more details on how to access this feature, let me know. 

Thank you so much.

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Hi Jamie Letzig, you can contact your Account Owner within your team/company to enable access to the Automation Engine 😊

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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