[Open Discussion] Share Your Favorite Automation Rules! 🤖
Hello everyone! 👋
We’ve already seen lots of feedback for Wrike’s Automation Engine - a huge thanks to everyone who shared their thoughts and suggestions with us 👐 Our Product team is extremely eager to hear what you think as they plan future enhancements.
Today, we’d like to ask you to share your favorite automation rules - the ones that you’re using the most in the comments below 👇 By sharing this knowledge and discussing the different ways of using Wrike’s Automation, I’ve no doubt that the creative minds of this Community can achieve better operational results in Wrike.
Of course, your feedback and questions are welcome as usual, so please don’t hesitate to reach out!
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover
We have automations set up where any project that gets submitted, once the Project Manager has assigned out all the tasks and changed the status to an ACTIVE status, it moves the project to the folder based on who submitted the project. If client team submit it, then it goes to the client folder. This just reduces click and takes the thinking out of it to remember what team that person belongs to. We operate at 150+ member team.
Apply rule to projects > When status changes to "all active" > Condition - owners name > Move item to _____ folder.
Love it! Thanks for sharing Mark Hutchison 🤗
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover