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Flexible Structures (Folders)™: Organize workflow

Let's take a look at how you can implement a simple workflow in Wrike. In our example, we will create a workflow for sales orders at a web design company. Our simplified workflow could then have four simple steps: sales phase, design phase, development phase and delivery phase.

  1. A task that represents an order is first created in the "Sales" folder, so that your sales representatives can negotiate the pricing and contract details.
  2. Next, this task will be reassigned to your design department and moved to the "Design" folder.
  3. After the design is ready, the nice pictures are turned into a functioning web site by the development department.
  4. Then the task is reassigned to testers and moved into the "Testing" folder.
  5. As a final step, the web site is delivered to the happy client.

This was a simplified example. We hope you can relate it to your business.


If order delivery is a multi-step process and you want to schedule the steps, you might want to create a folder for each step. Then the workflow may look as follows.

  1. The sales people create a folder for the order and keep all the tasks associated with the pricing, documentation and the order details there.
  2. After they are done with negotiating the pricing and contract details, they can create a "Design" folder inside of the existing folder and share it with your designer.
  3. After the design work is done, a folder called "Development" can be created inside of the first order folder and shared with your development team.
  4. After the development is finished, the developers can share this folder with testers, so that the latter can check every feature of the ordered product.
  5. After the testing is over, the sales people finalize the deal. They have all the details of the development, so it will be easy for them to answer any questions the client might have.