Wrike is a project management tool that allows you to easily assign tasks to team members. However, sometimes it can be difficult to keep track of all the tasks and ensure that they are assigned to the right person. Fortunately, Wrike has a feature that allows you to auto-assign tasks in a folder. This means that when a task is created in the folder, it will automatically be assigned to the appropriate team member based on their role or responsibilities.
Step 1: Create a Folder
The first step in auto-assigning tasks in a folder on Wrike is to create the folder itself. To do this, click on the “Folders” tab in the left-hand navigation bar and then select “Create Folder.” Give your folder a name that accurately reflects its purpose and click “Save.”
Step 2: Create a Task Template
Next, you’ll need to create a task template for the tasks that will be auto-assigned in the folder. To do this, click on the “Templates” tab in the left-hand navigation bar and then select “Create Template.” Give your template a name that accurately reflects its purpose and click “Save.”
Step 3: Create a Workflow
Now that you have a folder and a task template, it’s time to create a workflow. A workflow is a set of rules that determines how tasks are assigned in Wrike. To create a workflow, click on the “Workflow” tab in the left-hand navigation bar and then select “Create Workflow.” Give your workflow a name that accurately reflects its purpose and click “Save.”
Step 4: Assign Tasks to the Folder
Once you have created a workflow, it’s time to assign tasks to the folder. To do this, click on the “Folders” tab in the left-hand navigation bar and then select the folder that you want to auto-assign tasks to. Click on the “Workflow” tab and select the workflow that you created earlier. Finally, click on the “Assign Tasks” button and select the task template that you created earlier. Wrike will automatically assign the task to the appropriate team member based on their role or responsibilities.
Conclusion
Auto-assigning tasks in a folder on Wrike is a great way to streamline your project management process and ensure that tasks are assigned to the right person. By following these simple steps, you can create a workflow that automatically assigns tasks based on their purpose and ensure that your team members always know what they need to do.