How do I see what an Account Workflow does?
When I go to create a new project in my organization's Wrike instance, I am presented with a bunch of Account Workflows that already exist. This is great, except I don't know what these actually do. I'd likely want to use one and not create another, but I don't know how to find out what each one does, as I'm not an Account Admin. Is there any way for a lowly-user to see what each Workflow does so that I can select the best one for my new project's needs?
Hello Brian Shotola! 🙋🏻♀️
I would suggest checking if your organization has internal documentation or training materials that explain the workflows. Alternatively, you can reach out to an Account Admin or someone who manages workflows to provide you with information about the purpose and structure of each workflow. 👍🏽
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars
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