[From Wrike] Space Workflows are Here ๐Ÿ”ฅ

Hello everyone ๐Ÿ™‚

We are very happy to announce another exciting update to Wrikeโ€™s functionality - Space Workflows ๐Ÿฅณ Starting today, our team will begin to roll out this functionality to all accounts on our Business or higher plans.

What are Space Workflows?ย 

Space Workflows is a new Space administration capability enabling fully independent customization of how each team or department works. Space Workflows empower team leaders who own the day-to-day processes, to seamlessly build and manage workflows for their team.ย 

Why Space Workflows?ย 

Using Space Workflows increases productivity. With Space workflows, you can delegate process management to each space admin, without the involvement of the account admin, who typically isnโ€™t as familiar with each teamโ€™s specific processes and process changes.ย 

How to Create Space Workflows?

Space admins can now create them right from the space settings:ย 

  1. Switch to the Workflows tab.
  2. Click Add or create workflow button under the corresponding section.
  3. In the drop-down that appears, click Create new workflow.
  4. Here, you can name the workflow, add and edit statuses, add transitions, assignees, and approvals upon status change, and move statuses in-between status groups.
  5. Click Save to create a workflow.

How do Space Workflows help your Team?ย 

Challenge: Processes can be rigid and may not fit every team's needs.ย ย 

Solution: With Space Workflows, your workflows can be catered to the specific needs of a given space, ensuring that team members are selecting the right status options available to them and effectively moving work forward. Space workflows provide more flexibility, allowing each team to utilize a workflow that uniquely fits their needs. It also helps avoid confusion around which workflow each team should use.ย ย 

Challenge: 'Process changes can only be executed by account admins.ย 

Solution: Space Workflows empower space-level admin ownership to build and manage their teamโ€™s workflows based on their teamโ€™s custom needs.

Challenge: Team members may choose the incorrect status or workflow which can impact accurate reporting.

Solution: With Space Workflows, you can accurately assess the statuses of each task and project and trust the consistency of reporting to make strategic decisions.ย 

๐Ÿ“ŒPlease note that the rollout of Space Workflows starts today and will take several weeks, so if you donโ€™t see them in your account yet, you will soon have access to them ๐Ÿ™‚

Share your thoughts and feedback on Space Workflows below, we are looking forward to discussing this new functionality with you 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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Spot On Innovative Approach Stellar Advice

Hello,

I have checked and I dont have an option to create a space workflow in the space/workflow settings. I have checked permissions and admin rights to the corresponing space. Can you please check it on your side?

Thanks.

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I will keep an eye out for this, and looking forward to testing use cases for this!

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Spot On Innovative Approach Stellar Advice

This will be very helpful! Looking forward to this roll-out.ย 

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Perfect! We will be putting this into place as our spaces are vastly different.

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Spot On Innovative Approach Stellar Advice

As our organization rolls out Wrike this will be very helpful! Can't wait.

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Spot On Innovative Approach Stellar Advice

Thanks! Much appriciated.

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Spot On Innovative Approach Stellar Advice

Hi everyone, thanks a lot for your feedback ๐Ÿค—

MB The rollout of Space Workflows started yesterday, and it will take several weeks, so if you donโ€™t see them in your account yet, you will soon 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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Spot On Innovative Approach Stellar Advice

This feature looks promising.ย 

Will it allow us to restrict the visibility of Workflow as well?
Right now, all the users can see all the workflows we have in our account.

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Is there a way to add an existing workflow into a space? I have the same question in regards to automations.ย 

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Will it be possible to convert a account workflow into a space workflow? It would be very important for the existing workflows.

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Thanks for explaining - I love the idea of being able to customize workflows. Now I need to start creating my own workflows!

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Roxane Carrier For space-level workflows, if a user is not in a space, they will not be able to see the workflows of that space.ย 

Melynda Willis, Sven Passinger The Product team is currently working on allowing to convert account-level workflows to space-level ones ๐Ÿ™‚

Heather Hernandez Great to hear that!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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Nice!!!

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Spot On Innovative Approach Stellar Advice

Our team's workspace has their own default workflow. I have teammates that will create a project in their personal space, a different default. When they add it into the team's space I wish that it would auto convert to the defaulted workflow instead of having to manually change it.

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Thank you for the feedback, folks! Our Product team is keeping a close eye 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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So much of our work starts from a Request Form that uses a Blueprint to automate the Project/Task creation.ย  In it's current state, Space Workflows won't help as they can't be used in Blueprints and you can't "Set Status To" use them from Request Forms (only Account-wide Workflows are accessible from Blueprints and Request Forms).ย  Is there a future release planned to expand the functionality and use of Space Workflows?

cc: Kristen Diegert

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Hi Meredith Selden! Apologies for the late reply; I needed to check this with the respective team. There are plans to introduce new functionality in the future which will help with this use case. I don't have the timeline for this at the moment, but we will keep you posted as soon as we know more.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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This is great - functionality that was very needed!

Are there any limitations on max number of workflows allowed?

Also, +1 vote for converting existing Account Workflows into Space Workflows!

This should definitely include not only ability to do a straight conversion to a single space, but also ability to duplicate into multiple spaces, to significantly speed up process of distributing our generic one-size-doesn't-quite-fit-anybody account workflows, for Space Admins to tweak and perfect for their specific needs.

And also, a +1 for the Request Form functionality Meredith mentioned too!
100% this will be needed by our teams to be able to make full use of Space Workflows in conjunction with our request forms.

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Spot On Innovative Approach Stellar Advice

Hi Angela Kennewell, thank you for your feedback! You can create no more than 20 custom workflows per space.

Cansu Community Team at Wrike Wrike Product Manager Learn about Wrikeโ€™s killer features and best practices with our Online Training Webinars

Cansu Wrike Team member Learn about Wrikeโ€™s killer features and best practices with our Online Training Webinars

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