Admins on Business and Enterprise accounts can edit custom workflows.
⏱ 3 min read
Once you’ve created custom workflows add automation like an automatic assignee on status change or make it easier for people to see which statuses should be selected next.
Add an Assignee
Have an assignee(s) automatically added based on a task's status. Note that:
To specify assignees for a status:
The name of the person you have specified as an assignee appears under the status's name. If there are multiple assignees, you'll see a number which you can click to see the names of all assignees.
How It Works
If you've specified assignees for a status, the assignee is added when you create a task or change a task's status:
When changing a task’s status, users can only choose from certain predesignated statuses. Admins determine which status should have predetermined follow-up statuses and they choose what the follow-up statuses are.
For example, if a task is “In Progress”, users will only be able to change the task to “In Review” or “Completed”. They will not see or be able to select any other status options.
🔥Wrike Tip! Account admins can override restrictions of fixed workflows, but this applies only in Task view. To apply this setting, the “Change status and workflow regardless of workflow restrictions” permission must be enabled for it within the Account Management section.
When changing a task’s status, users see specifically predesignated status options, all other statuses are accessible under a “More” menu option. Admins determine which status should have predetermined follow-up statuses and they choose what the follow-up statuses are.
For example, if a task is “In Progress”, users see “In Review” or “Completed” as options but they are able to select other statuses under a “More” navigation menu.
Admins on Business and Enterprise accounts can create and edit fixed and flexible workflows.
Your changes immediately go into effect in the workspace.