Moving statuses within a Workflow to a different status group
We have decided that a few of our statuses (which are already assigned to a large number of tasks) are miscategorized under "Active" and we'd like to move them to "Deferred". I thought it was simply a drag and drag operation to do so, but see you actually have to create the status anew under the other status group. QUESTION: I'm concerned about the impact to existing tasks with existing statuses assigned if we take "Backlog" for example, and re-create it under "Deferred". Will this remove that Backlog status assignment from every task it's currently assigned to and then we'd need to go through and re-assign those once we'd created Backlog under "Deferred"? I don't want to take any action here until I understand the impacts . Thank you!
Hey Mike Murray, I can see you've discussed this with our Support team already 👍
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
Can someone share what the solution was? I need to make a similar move. I really don't want to manually change 54 individual status. Lisa
Hello Sara Psachos, thank you for chiming in. At the moment there is no direct way to move a status from one status group to another.
In case you update a status in the workflow settings, the task where it is applied will remain with that same status. If you need to update your tasks to the new status, you can mass update them in the New Table view:
Please, let us know if you have any additional questions 🙂
hi Community
I have exactly the same issue as Sara & Mike, and hopefully now several months have passed there is another more automatic solution to this, because doing this manually as suggested by Juan is definitely not what we want. Our process is not always linear, so we need to be able to set a rule to deal with that. I've tried through automations, and that also doesn't appear to work? HELP!
Hi Lisa Chadwick! We don't have updates here at the moment so using mass editing like Juan suggested above would be the way to change statuses en masse.
In general, automations with statuses are possible, so it would be great if you could let me know what kind of automation you had in mind 🙂
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
I concur that there needs to be a way to more a workflow status from one group to another. It is not feasible to go back and edit hundreds of tasks just to be able to move a workflow from one group to another. I am not even sure I could find all the affected tasks easily, if at all.
That makes sense, Dave. I suggest adding this to the product feedback forum here, so both our product team and community members can find and engage with your suggestion. 😊
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию
Basudha Sakshyarika Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию