How to make a standard workflow in personal space in New Experience

Hi,

regarding the help it is possible to change the standard workflows in the personal space. I treid it as exlained:

With right click on the space in the left hand navigation panel it does not work.

Could it be a problem with the new experience?

Upvote 0
11 comentários
Spot On Innovative Approach Stellar Advice

Hi Sven Passinger, I can see that my colleague replied to you about this in the Support ticket. Please let us know if you have any other questions! 

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
Spot On Innovative Approach Stellar Advice

Hi, 

no other question. It is simply not possible in the New experience yet and the tip was to change back to go back to classic UI, change it and go again to New Experience.

For me it would be ok, but as we have other people working with Wrike I really do not like to let everybody do this for and back. So unfortunately not so nice.

0
Spot On Innovative Approach Stellar Advice
 
Thank you for the feedback. The only way to achieve this at the moment is to temporarily switch to the Classic UI, update the default workflow settings, and then switch back to the New Wrike Experience. Your feedback has been shared with the Product team and we will move it to the Community Product Feedback forum. This article explains what happens to your feedback once it's been posted.
 
Please don't hesitate to ask if you have any other questions! 😊

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

0
Spot On Innovative Approach Stellar Advice

Cansu you wanted to move it to product feedback.I still see it in How to section.

As you will turn of the classi UI in some time I think it will get important.

0
Spot On Innovative Approach Stellar Advice

Hello Sven Passinger, apologies, you are right.

It's now on the Product Feedback forum 🙋🏻‍♀️

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

0
Spot On Innovative Approach Stellar Advice

Cansu I came across this post while trying to change my personal space default workflow. With the old UI gone, is there another way to accomplish this?

0
Spot On Innovative Approach Stellar Advice

Hi Jean-Pierre Picard, thank you for posting. It's currently not possible to assign a default workflow for the Personal Space though you can switch to any custom workflows using right-click and Mark As > Workflow and select the custom workflow you'd like to use or the mass edit option. We'll be sure to let you know if there are any changes👍🏼

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

0
Spot On Innovative Approach Stellar Advice

Thanks. This is massively annoying, as I have a workflow that was assigned to my personal space in the previous UI, and now I am stuck with it. I have to nuke my space and create a new one I guess? Changing it every time just adds way too much friction.

0
Spot On Innovative Approach Stellar Advice

Thanks for your feedback on this Jean-Pierre Picard! We'll definitely flag this with our Product team 👍 

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
Spot On Innovative Approach Stellar Advice

Lisa
We found a workaround by creating a new Automation

Here is the setup of the New rule that the user needs to create 

  1. Apply to tasks in 'Personal space'
  2. Trigger 'new task is created'
  3. Action 'change task status to' > select the desired workflow
0
Spot On Innovative Approach Stellar Advice

Wow Roxane Carrier, that's super interesting, thanks SO much for sharing it here 🤗

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

Folllowing List for Post: How to make a standard workflow in personal space in New Experience
[this list is visible for admins and agents only]

Alto
Didn’t find what you were looking for? Write new post