Auto-Assign Workflows to Increase Speed and Simplify Processes

Today, Wrike announces Auto-Assigned Workflows - a new feature to automatically assign work to team members when it is ready for them to start. Now, customers can auto-assign workflow stages, and as Tasks enter each stage, new assignees are added and automatically alerted that they can start their work.

The approach helps teams deliver faster by eliminating all waiting time and preventing rework because items are not assigned until requirements and prior stages are complete. Instead, they can focus on current priorities, optimizing speed and quality, reducing 'task switching' time, and lowering stress.

Here's how it works.

Accelerate the Steps of Any Workflow by Auto-Assigning Each Stage

Define each stage of your workflow.
Assign each workflow stage to add 1 or more team members.
Alert assignees automatically as work enters each stage.

How to Use Auto-Assigned Workflows

Simplify: Use as an easy alternative to templates, or within templates.
Organize: Choose Projects or Folders that use the auto-assigned workflow.
Automate: Set Requests to create a Task or Project from a Template including the Auto-Assigned workflow, to meet customer needs.
Update or remove assignees at any time.
Visualize work in Dashboards and Reports by status.

Process Tips: When to Use Auto-Assigned Workflows

Set processes with flexible timelines.
Time-box time spent by specialists or outside vendors.
Designate regular teams for an entire process.
Time the assignment just before work starts.
Empower teams to self-manage: pick up assignments as they come in.
Limit view of certain workflows, such as legal or client reviews.

On-Demand Webinar: Auto-Assign Workflows to Deliver Faster

Learn how to automatically assign team members as Tasks enter each workflow stage.

Optimize: Identify goals for particular processes and steps.
Create auto-assigned workflows and add assignees for specific statuses.
Automate: Set Requests to create Tasks or Projects to meet customer needs, which utilize auto-assigned workflows.
Monitor: Set up Dashboards to visualize workflows by status or team.
Visualize: Report on workflow status alongside custom fields and key info.

View the On-Demand Webinar

Learn More

*Custom Workflows with Auto-Assignment and Request Forms are included in the Wrike Business, Enterprise and Wrike for Marketer plans.

Try it Today

Try Auto-Assignment in a 2-week free trial of Wrike's Business plan today.

News 3 min read

Wrike Integrates with Zapier for a World of Automation

Wrike always strives to keep all your work information connected. Which is why there is an ongoing effort to integrate it with all your favorite apps and project management automation tools. Meet our latest great integration: Zapier. Zapier is an action automation cloud tool that makes it easy and effortless to pass data between two separate apps. So effortless that once you set up your account you won't have to lift a finger! You create customizable actions that send information of your choosing from one app to another, freeing you from tedious housekeeping tasks. When paired with the productivity power of Wrike, it means one thing: you get your work done faster. Say you want every new reminder logged in Evernote to create a task in Wrike. You create a "Zap" in Zapier connecting the two. Zaps are automated processes made of two parts: a trigger and a resulting action. In this case, creating an Evernote reminder is the trigger, and creating a new task in Wrike is the action that occurs once the trigger is sensed by the system. Every new reminder automatically becomes a Wrike task, and you didn't even have to think about it. Or you could create a Zap wherein every new Google Calendar event automatically creates a task in Wrike, bypassing the need to go into Wrike and do it manually. It's all about convenience and saving time — which gets our thumbs up. Wrike's integration with Zapier even allows you to fine tune the details of the resulting action, for example: • Choose task type (planned, backlogged, or milestone) in order to differentiate urgent to-do items and goals from reference material. • Set the start and due date for tasks using expressions like "tomorrow" and "next week". If you create a Zap to transfer your support tickets or other date-sensitive tasks to Wrike, they'll be tackled in no time! • Add rich text task descriptions — say a new email is turned into a Wrike task, the text formatting will remain the same. • Select a subfolder so your automated tasks are housed by email sender, originating source, month created, and more. Watch our video to learn more helpful Zaps you can create for your team: Using Zapier with Wrike To create your own Zaps from scratch, simply designate Wrike as either the trigger or the action. But if you're starting out, it may be more convenient to make use of one of the many Zaps that other users have created, and use one as a template for creating your own custom Zap. Step-by-Step Instructions for Using Zapier with Wrike: 1. Sign up or log into your Zapier account. 2. Click the "Make a New Zap" button. 3. Choose Wrike as the trigger or action. 4. The first time you create a Zap with Wrike, you will be asked to log into your Wrike account. 5. Make a Zap or explore pre-made Zaps. Have you already tried our Zapier integration? Tell us about your useful Zaps in the comments! Image Credits: Photo by Chris Isherwood. Some rights reserved.

News 3 min read

Accelerate Your Business with Wrike's New Custom Workflows

Your teams all have their own specific workflows. You need a platform that supports all of them. Today we're excited to introduce Custom Workflows, letting your teams structure their work so it moves faster and everyone knows where things stand. Now you can create workflows for everything from approval processes to bug tracking to content development and more. "Custom statuses have helped us streamline our development workflow and allow us to track tickets through our development pipeline." —Jeremy Rose, Vice President of Operations @SimpleRelevance Getting Started Setting up workflows is quick and easy. Account admins can create and edit workflows from the Account settings page. After you save changes, the new workflow will be available to your team in their workspace. Here are some common workflows to get you started: Once created, users can assign workflows to a team or project by right clicking on a folder and changing the workflow setting. Then, tasks in that folder will reflect the new workflow in the status menu. Now that you've implemented your workflow, build dashboards for real-time visibility into where everything stands. "The custom statuses help make the workflow much simpler, and allow us to create dashboards to capture tasks with this "Review" status. Thanks for a great feature!" —Andrew Hartman, Senior Director of Product Management and Platform Operations at CastNet Group Custom Workflows are now available to all Wrike Enterprise customers. Not yet on Wrike Enterprise? Sign up for a free trial today.

News 3 min read

New: Attach Files to Request Forms

We've added the ability to attach files to Wrike Requests — providing even more clarity and context so you can complete projects faster.

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Auto-Assign Workflows to Increase Speed and Simplify Processes

Accelerate the Steps of Any Workflow by Auto-Assigning Each Stage

How to Use Auto-Assigned Workflows

Process Tips: When to Use Auto-Assigned Workflows

On-Demand Webinar: Auto-Assign Workflows to Deliver Faster

Learn More

Try it Today

Wrike Team

Related articles

Wrike Integrates with Zapier for a World of Automation

Accelerate Your Business with Wrike's New Custom Workflows

New: Attach Files to Request Forms

Auto-Assign Workflows to Increase Speed and Simplify Processes

Accelerate the Steps of Any Workflow by Auto-Assigning Each Stage

How to Use Auto-Assigned Workflows

Process Tips: When to Use Auto-Assigned Workflows

On-Demand Webinar: Auto-Assign Workflows to Deliver Faster

Learn More

Try it Today

Wrike Team

Related articles

Wrike Integrates with Zapier for a World of Automation

Accelerate Your Business with Wrike's New Custom Workflows

New: Attach Files to Request Forms

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