Automation - cancel or change task status after X days with a particular status
I'm not sure if this would fall under a custom workflow or something else. Maybe it's already possible, so please let me know if there's a way to do this already.
I'd like to have something like a time-limited status where a task that has had that status for X days automatically gets cancelled or changed to another status.
For example, I might have a workflow like this:
1. I'm assigned a task from a user and have questions about it
2. I ask my questions and set the status to "waiting on user"
3. If, after X days, the questions haven't been answered and the status is unchanged, and I'd want the status to automatically update to "follow up"
4. Then, if the status has not changed in Y days, cancel the task
My organization desperately needs this function! We have tons of tasks that sit in a "Waiting" status which I am constantly having to manually move to "Defer or Cancel". Additionally, many of our onboarding tasks are "waiting" but only for about 1-3 days while our back office processes paperwork, then it becomes New again. I would love to see a way to automate or select a expiration date on certain status'. This post was from 2 years ago... are there any updates?
Hannah Dabbs Mendoza - it's possible to accomplish this today with Wrike Integrate. I posted a full description of how to do this in the Best Practices section, at https://help.wrike.com/hc/en-us/community/posts/360039423793.
In your case, you might have two different versions of this example process running... one to cancel your waiting tasks in one folder tree (that's what the example I posted does), and another slightly modified to change the status from Waiting to New in a different folder tree.