Wrike is a project management tool that allows you to create and manage tasks, projects, and workflows. Adding a workflow in Wrike can help you streamline your processes and ensure that all necessary steps are completed before moving on to the next task. In this article, we will guide you through the process of adding a workflow in Wrike.
Step 1: Create a New Workflow
To add a new workflow in Wrike, click on the “Workflows” tab in the left-hand menu. Then, click on the “Create Workflow” button to start creating your new workflow.
Step 2: Name Your Workflow
In the “Name” field, enter a descriptive name for your workflow. This will help you and your team members easily identify the workflow in Wrike.
Step 3: Add Steps to Your Workflow
To add steps to your workflow, click on the “Add Step” button. In the pop-up window, enter a name for the step and select the status of the task when it is in that step. You can also add a description for each step if needed.
Step 4: Assign Tasks to Your Workflow
Once you have created your workflow, you can assign tasks to it. To do this, click on the “Tasks” tab in the left-hand menu and select the task you want to assign to the workflow. Then, click on the “Workflow” field and select the workflow you created.
Conclusion
Adding a workflow in Wrike can help you streamline your processes and ensure that all necessary steps are completed before moving on to the next task. By following these simple steps, you can create a new workflow in Wrike and assign tasks to it.