Wrike Workflow

I'm fairly new to Wrike. I come from a SharePoint background. When I read the word "workflow" task automation immediately comes to my head. I just wanted to clarify, does "Wrike workflow" means that you can just customize the dropdown in the task status for custom statuses or is there actually a task automation piece in the Wrike workflow where you say "if this condition is met, then trigger this action"? I am fairly novice at Wrike but I'm starting to believe that creating a custom workflow in Wrike means "create a custom menu with task/project status that you will manually set" am I right?

Thank you!
DM

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3件のコメント

Hi David,

Welcome to the community!

You're absolutely right. Workflow is just a custom list of statuses.

There is a new automation piece that is still being built out. So what you'd traditionally refer to as a Workflow is an Automation.

Hope that helps!

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Excellent. Thank you! for the quick reply!

DM

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Hello David 

There are SOME automations from workflows... you can assign the task to someone on status change, you can limit manual transitions between workflow stages - so you can only allow status change from A to B not to C, and you can add an approval step on a workflow status change...

 

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