Level Up Your Work

Creating Custom Fields

Types of Custom Fields in Wrike

Managing Custom Fields in a Folder, Poject, or Space

Managing All Custom Fields in the Account

Sharing Custom Fields

Adding Custom Fields to Folders, Projects, or Spaces

Custom Workflows in Wrike

Default vs. Custom Workflows

Creating a Custom Workflow

Fixed vs. Flexible Workflows

Creating Transitions in Fixed and Flexible Workflows

Editing Custom Workflows

Access Roles in Wrike

Changing Access Roles

Creating and Customizing Access Roles

Request Forms in Wrike

Submit a Request Form

Creating Request Forms

Editing Request Forms

Copying Request Forms

Deleting Request Forms

Approvals in Wrike

Adding Approvals to a Task, Folder, or Project

Approving a Task, Folder, or Project

File Approvals

Adding Files to Approvals

Approving Files

Blueprints in Wrike

Creating a Task Blueprint

Creating a Folder or Project Blueprint

Saving a Task as a Blueprint

Saving a Folder or Project as a Blueprint

Using a Task Blueprint

Tracking Time in Wrike

Editing and Deleting Time Entries in Timelog View

Locking Tracked Time

Working With Timelog View

Customizing Timelog View

Viewing Other Users' Time Entries

Wrike’s Automation Engine

Creating Automation Rules

Available Automation Triggers

Available Automation Actions

Editing, Deleting, and Disabling Automation Rules

Importing XLS Files to Wrike

Formatting XLS Files for Import to Wrike

Creating Tasks and Subtasks in Wrike via XLS Import

Creating Folders and Projects in Wrike via XLS Import

Exporting Data to Excel From Wrike

BI Export in Wrike

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