[Weekly Conversations] How are You Using Space Workflows? 🛰

Hello Community! 

A question for you, how are you using Space Level Workflows? 🤔

This very exciting release is now complete and if your account has access to custom workflows then space admins can now create and edit team-specific workflows without having to involve account admins.

How can this be useful? 🤔

Let’s look at an example. Let’s say you: 

  • Work in a Marketing Agency
  • Have spaces for your various teams (social, blog, video content, etc)

Challenge:

While a workflow for creating social media and blog content can be similar, there still may be differences for these two types of content workflows.

Solution:

Instead of using a universal “Content” workflow, it’s now possible for the social space admin to set up a specific workflow for the team to use. 

This approach is super helpful when it comes to tracking and reporting on activities. Now, when the social team members work on their projects and tasks, they will not use the wrong workflow status accidentally. This comes especially handy when the time comes for reporting on social content! 

Of course, this is just one of the many examples of using space level workflows 🙂What are your workflow challenges and how do Space Level Workflows help? 

Let us know in the comments below 👇

Cansu Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Cansu Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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Our team develops a variety of types of content for professional development deliveries. We are identifying the steps in the process still to develop our workflows but we are hoping this will assist us in tracking the progression as we work. As of now, everything is tracked through minute task completion and isn't as easy to process visually.

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This will definitely help keep things cleaner as each other was developing their own custom workflows and naming accordingly.

 

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Our problem is always that every side of our company has their own workflow. So side admins are floated with workflows. A change to space workflows (only showing up in the space) will help to keep overview. Problem I see at the moment, that I am not clear how to convert a general workflow to a space workflow  (I do not want to make all workflows new) and how to use a space workflow in different spaces (so to use one space workflow in two spaces, or do I need than to use a general workflow again).

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We use account-level workflows, but plan to move them within spaces for greater accuracy.

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Cansu

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As we are expanding how people access Wrike via Spaces, this explanation will help us a lot. We have been using account level workflows, but will start exploring Space level workflows in the near future.

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I would love to be able to utilize this more! Will there be a capability of moving an account workflow over to a space workflow? I have them added to a specific space, but lack the ability to edit unless I am in the account admin space. Being able to convert it to a space workflow would be great!

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We have the same situation as Sven Passinger.

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Another plus 1 for Sven Passinger's description. Currently using account-level workflows, but not sure yet how to easily move this across to (several) spaces.

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Cansu

Hi all, thank you so much for taking the time to share your feedback on Space level workflows, I've passed on your feedback to our team🙌🏼

Cansu Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Cansu Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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We use both account level workflows and also custom space workflows as well - it's much easier for a space admin to access and create as needed now being in the Space Admin Settings!

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Workflows are definitely helpful and I have a specific one to use for social media. Space Level Workflows are helpful because it's just another way to make Wrike more customizable!

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The custom space workflows are not showing up in the workflows end point in the wrike API (https://www.wrike.com/api/v4/workflows) Any thoughts here?

Few questions to under how this works,

Is there a specific access to be given to the space workflows or anyone who has access to the space gets the space workflow access by default.

Can we use multiple custom workflows for projects alone. Is this possible.

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Hi Deepti Diwakar, welcome to the Community! I have opened a ticket with our Support Team so one of our agents can assist you with your question regarding API, they will reach out to you very soon 🙂
 
As for the kind of access needed to see and modify workflows in Spaces, only Space admins have such rights. Also, you can define the default workflow for projects in your Space, however, it is currently not possible to create workflows that can only be applied to projects or created at the project level.
 
In case you have any additional questions, please let us know!

Juan Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Juan Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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