Automation to add a daily comment to assignees until a task is completed
I have an automation that adds a comment in a task to @assignees when the due date has passed. However, this only happens just once when it passes the due date. The task is to review a pdf and add comments to it via Edit\Acrobat (we cannot use WRIKE comment tools).
I need an automation that will add a comment to the task that tags @assignees once a day until the task is completed. I am not seeing what I should select for an automation like that.
The issue I am having is people just ignore the one email they get from still being an assignee when the due date passes and I end up having to tag them in the task every day until they do it.
Note that multiple people are assigned to the task, I manually remove them when they comment to me that they are done. I have to verify\check any comments they may have added to the pdf and only remove them as an assignee if their task was completed as needed.
Jeanine Lore Wrike doesn't have a built-in feature to annoy people via email, which could be helpful sometimes.
You can trigger an action with the "status doesn't change in x days" but that only triggers once, not recurring.
Here's another thought: create a status of "past due" in your workflow, then when the task goes past due, use your current automation to notify assignees and change the status to "past due." Then have a list of automation that triggers if the status doesn't change from "Past due" in 1, 2, 3, 4, 5, 6, 7, etc. days.
That should cause them to go back in the system and change the status to something else.
As a safeguard, you could also have an automation that triggers when the status changes back to "in process" if the task is overdue then Wrike will change the status back to "past due".
That would sufficiently annoy me 😂
We have a very similar scenario. It is not possible for us to use Wrike's Proofing/Approval tools (our team has to use Adobe-Workfront-ProofHQ, it's been acquired so many times it has 3 names, lol). We've explored using Zapier or something to integrate and make the 2 'talk' - unfortunately we have limitations on our side (and ProofHQ) that make that impossible.
Then scenario would make the process less manual, ProofHQ decision made -> triggers a comment or status change in Wrike. Since I can't do anything in ProofHQ's settings (controlled by admin ITs who won't allow), I can look into having the ProofHQ emails somehow sync to Wrike via an Outlook integration. It'll still be clunky but it's my next thought for helping connect the 2 dots.
I know this isn't what you asked for - but hoping to paint the picture for how we're navigating the very awkward situation. And having to keep track of Approvals in 2 places is a paaaaaaaiiiiinnn, I know. FWIW - I would not be able to handle all the back and forth you're doing - ugh - that sounds awful!
Currently we only add the Approvers/Approvals ONE software - the Adobe (ProofHQ) product, and focus on messaging everyone from this platform (not Wrike). The only people in Wrike are the "Doers" (ie the Content Writers, Designers, etc) - it's on them to keep up on connecting the dots with ProofHQ and Wrike's ticket status. I only step in when things are really at risk or in special circumstances. This has helped us a lot too as for me to keep track of Approvals in 2 places (softwares) for all 50 active projects would be a headache and take all my time as a project coordinator! By putting this on the "Doer" to check on the ProofHQ approvals, it has greatly helped us all - it's much easier for each designer to manage 10 or so active project approvals vs me managing 50.
We also began putting parameters on the Approval process, and added a tiered approach which has done well.
Stage 1: Creative Team Review (3-4 ppl)
Stage 2: Marketing Team Review (4-6 ppl, most of the Stage 1 folks move to just being Observers, they can comment but aren't making decisions)
Stage 3: Legal/Compliance/Exec Review (2-4 people only, no one from Stage 1 or 2 besides Art Director and Project Coordinator, again they're observers)
Now we've mirrored the Approval Stages in our Wrike Workflow too - and that helps when we're keeping up on everyone and makes it easier to send reminders/track who is pending (see, I'm getting back to your original question, lol).
A few Wrike solutions come to mind:
AUTOMATIONS BASED ON FOLDERS/TAGS/FIELDs
UTILIZE UPDATE VIA EMAIL OPTION IN WRIKE
TRACK PENDING IN A CUSTOM FIELD
AND back to your original question - in the scenario you noted in your OP, here's a few other ideas similar to Mike's:
A few things that have worked for me:
- Including the word "Please" or a ? mark, Wrike said they send email notifications when this is in a mention.
- Our team uses Microsoft, and I've been including "Add to your To Do List for the day" phrases so it will be filtered into their Outlook/To Do Task List (seems to be working), this would work for any To Do software they have working - any bot or AI catches it since it's spelled out exactly
-I also started having the comments say "Auto-Bot here...." to keep the 'heat' off of me or a project coordinator - making it seem like it's just a friendly Automation Bot poking them everyday, not me, haha (see image below example)
Sorry for the novel of a post! But I was excited (is that the right word? Misery loves company?) to see someone else battling very similar issues as we do - having to bounce between another Software for Approvals and Wrike. We've been trying to find ways to make it work and continue adapting, so I was excited to share some of the ideas our team has come up with! Take it or leave it, but maybe something will stick! :D Good luck!