Auto-assignment based on status change

Hi everyone! I am Product Manager in Wrike and it would be great to discuss the following topic with you. 

We recently released a new feature which automatically adds task assignees depending on changes to a task’s status. This is the first step on Wrike’s automation voyage, and we are very interested in hearing your thoughts!

Quick recap of what things were like before:

For many teams, changing a task’s status is associated with more actions than just moving jobs down the workflow. Depending on your story, a multitude of additional actions can be triggered by status change. For example, a task status might indicate that an assignee needs to be added or changed. Before, changing all task attributes was a manual process.

Now:

You can specify assignees for task statuses. When a task is created (manually, not via duplication or a Request) with an auto-assigned status, or when the status is changed to one with an auto-assignee, the specified assignees are automatically added.

Best Practices:

  • This feature is perfect for situations where a task always needs to go to particular people if it's in a certain status.
  • Statuses like "In Review" or "Escalation" are particularly great fits, because tasks are usually reviewed or revised by certain people.
  • Quick Tip: Don't forget to remove yourself as an assignee if your part is done.

What do you think?

Our product teams are very interested in your feedback about this new feature. Moreover, if you have ideas of how automation and what kind of automation in Wrike can help you and your team, please feel free to share your use cases below. Let your imagination run wild!

Dmitry Melikov Community Team at Wrike Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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We are building a template with the automatic assignee based on work flow option, is there anyway to not assign a generic template task to the person? ie: New Hire Onboarding tasks do not need to be assigned to anyone until a new hire starts. 

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Stephen

Hi Sandra, have you checked out Blueprints? They're new to Wrike Labs (you'll need to be an admin to activate for your account) and they allow you to create templates without notifying anyone you've assigned until the Blueprint is live.

Hope this helps, let me know 👍

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It would be great to have an option to auto-unassign all current assignees during a status change. What I mean is, right now when a task changes status and the workflow adds an assignee, now there are two people on it. Often we want a true handoff instead, so having the ability to remove all assignees then add a chosen assignee(s) upon status change would be hugely valuable and help declutter. 

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Stephen

I totally agree, Calum. I think at least the option to remove the last assignee would be useful for a lot of people. The best place to magnify your voice on this topic is on this request from Jason. The votes there are low right now, so it really could do with your upvote. Don't forget to let us know there what you're doing right now to work around this - it's super helpful for the Product Team to know this information when suggesting a new feature or enhancement 👍

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