[From Wrike] Converting Existing Items to Custom Item Types ๐Ÿ“ฃ

Hi everyone!ย 

We are happy to announce that you can now convert your existing tasks and projects to Custom item types ๐Ÿฅณ

This has been a very prominent piece of feedback that weโ€™ve received from many of you. Thatโ€™s why weโ€™re so pleased to be able to bring this update to you today ๐Ÿ™‚Weโ€™d also like to thank everyone whoโ€™s been sharing their thoughts on Custom item types and posting ideas, suggestions, and questions. Our Product team continues to monitor your feedback closely and is grateful to you for providing it.

How to

Users who have Full or Editor access roles can convert tasks to task-based Custom item types and projects to project-based ones.ย 

  • Using mass editingย 

Please note that converting multiple work items is only available for tasks.ย 

  • In List View (by right-clicking on the task or project)

  • On the project or task panel

Please note that you can not only convert your tasks and projects into Custom item types but also change them back to regular tasks and projects.

๐Ÿ“ŒWeโ€™ve also added a new permission to Access roles related to Custom item types - the ability to convert tasks and projects into Custom Item Types and vice versa.ย 

We hope this newly added functionality will help you to get the most from Custom item types! Please share your feedback and question with us below 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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23ไปถใฎใ‚ณใƒกใƒณใƒˆ

Hi Lisa, that is a great step forward ๐Ÿ‘

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Awesome news!ย ย ๐Ÿ‘๐Ÿ˜๐Ÿ’ช

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

This is cool!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Happy to hear this update!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

This looks very interesting - can't wait to try it out!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

๐Ÿค— Just what we waiting for. Many thanks.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

That was really necessary to use custom types. Thanks.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I'm missing the update of the workflow and rules after the convert. The workflow is still the default and the rules are ignored.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

This is a nice feature to have - it makes Wrike more customizable!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks a lot for sharing your feedback on this important update, everyone! All your feedback is being reported to the team, and we are glad to see you're excited about it! ๐Ÿค—

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

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Will this be talked about at Wrike Collaborate during the Custom Item Types session?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks for this, very well received. It would make more sense to me if the right click action was in the left side folder tree rather than in list view, but perhaps that's just me?ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

This will help a lot the transition to the new type of itens <3

Lisa what Wrike recomends for the old task type? Is there a way to hide it system wide? Or to make it as a new type of item? (Hope I could explain it right haha)

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Melynda Willis There'll be a session on CITs - please check it out here "Get exCITed about Custom Item Types!" ๐Ÿ‘

Mark Tucknutt I've shared your feedback with the team anyway ๐Ÿ™‚

Neyl Walecki No spoilers, but you will soon have more control over the types of items in your account ๐Ÿค—

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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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks Lisa this is a big thing for adopting CIT in scale for us.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Lisa - As best I can tell, the API doesn't yet support the ability to change the item type. Is this by any chance available but not yet documented? If not, any ETA on when the API will support this capability?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hey Laura Boylan, I don't have an update on changing item types via API at the moment, but we'll keep you posted 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

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Lisa - Any updates on the ability to change the item type either by API or by built-in automation rules?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos
Hi Laura Boylan, thank you for coming back to this thread. I'm afraid that we don't have updates to share about this option, but as Lisa mentioned, we will keep you informed about any changes ๐Ÿ‘
ย 
Thank you!

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

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

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

It would be very useful to be able to use automation rules to change the item type to a specific custom type - like when a task is moved to a specific folder or a particular custom field value is selected.

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Hi Jennifer Reusser, thanks for sharing and welcome to the Community!ย 

We've passed your feedback on to the team. If there's anything else we can help with, do let me know ๐Ÿ‘

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

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

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I would also like to see automation able to change a custom item type - this would be extremely helpful in ITSM models as items flow through different centers of excellence.ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi Lindsay Fahey-Smith, thank you for adding your vote to this suggestion, I've passed your feedback on to our Product Team ๐Ÿ‘

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

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

0
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