Wrike Automation

1. Create and Manage Tasks

When to use: User wants to create, assign, or update tasks in Wrike

Tool sequence:

1. WRIKE_GET_FOLDERS - Find the target folder/project [Prerequisite]
2. WRIKE_GET_ALL_CUSTOM_FIELDS - Get custom field IDs if needed [Optional]
3. WRIKE_CREATE_TASK - Create a new task [Required]
4. WRIKE_MODIFY_TASK - Update task properties [Optional]

Key parameters:

• folderId: Parent folder ID where the task will be created
• title: Task title
• description: Task description (supports HTML)
• responsibles: Array of user IDs to assign
• status: 'Active', 'Completed', 'Deferred', 'Cancelled'
• importance: 'High', 'Normal', 'Low'
• customFields: Array of {id, value} objects
• dates: Object with type, start, due, duration

Pitfalls:

• folderId is required; tasks must belong to a folder
• responsibles requires Wrike user IDs, not emails or names
• Custom field IDs must be obtained from GET_ALL_CUSTOM_FIELDS
• priorityBefore and priorityAfter are mutually exclusive
• Status field may not be available on Team plan
• dates.start and dates.due use 'YYYY-MM-DD' format

2. Manage Folders and Projects

When to use: User wants to create, modify, or organize folders and projects

Tool sequence:

1. WRIKE_GET_FOLDERS - List existing folders [Required]
2. WRIKE_CREATE_FOLDER - Create a new folder/project [Optional]
3. WRIKE_MODIFY_FOLDER - Update folder properties [Optional]
4. WRIKE_LIST_SUBFOLDERS_BY_FOLDER_ID - List subfolders [Optional]
5. WRIKE_DELETE_FOLDER - Delete a folder permanently [Optional]

Key parameters:

• folderId: Parent folder ID for creation; target folder ID for modification
• title: Folder name
• description: Folder description
• customItemTypeId: Set to create as a project instead of a folder
• shareds: Array of user IDs or emails to share with
• project: Filter for projects (true) or folders (false) in GET_FOLDERS

Pitfalls:

• DELETE_FOLDER is permanent and removes ALL contents (tasks, subfolders, documents)
• Cannot modify rootFolderId or recycleBinId as parents
• Folder creation auto-shares with the creator
• customItemTypeId converts a folder into a project
• GET_FOLDERS with descendants=true returns folder tree (may be large)

3. Retrieve and Track Tasks

When to use: User wants to find tasks, check status, or monitor progress

Tool sequence:

1. WRIKE_FETCH_ALL_TASKS - List tasks with optional filters [Required]
2. WRIKE_GET_TASK_BY_ID - Get detailed info for a specific task [Optional]

Key parameters:

• status: Filter by task status ('Active', 'Completed', etc.)
• dueDate: Filter by due date range (start/end/equal)
• fields: Additional response fields to include
• page_size: Results per page (1-100)
• taskId: Specific task ID for detailed retrieval
• resolve_user_names: Auto-resolve user IDs to names (default true)

Pitfalls:

• FETCH_ALL_TASKS paginates at max 100 items per page
• dueDate filter supports 'equal', 'start', and 'end' fields
• Date format: 'yyyy-MM-dd' or 'yyyy-MM-ddTHH:mm:ss'
• GET_TASK_BY_ID returns read-only detailed information
• customFields are returned by default for single task queries

4. Launch Task Blueprints

When to use: User wants to create tasks from predefined templates

Tool sequence:

1. WRIKE_LIST_TASK_BLUEPRINTS - List available blueprints [Prerequisite]
2. WRIKE_LIST_SPACE_TASK_BLUEPRINTS - List blueprints in a specific space [Alternative]
3. WRIKE_LAUNCH_TASK_BLUEPRINT_ASYNC - Launch a blueprint [Required]

Key parameters:

• task_blueprint_id: ID of the blueprint to launch
• title: Title for the root task
• parent_id: Parent folder/project ID (OR super_task_id)
• super_task_id: Parent task ID (OR parent_id)
• reschedule_date: Target date for task rescheduling
• reschedule_mode: 'RescheduleStartDate' or 'RescheduleFinishDate'
• entry_limit: Max tasks to copy (1-250)

Pitfalls:

• Either parent_id or super_task_id is required, not both
• Blueprint launch is asynchronous; tasks may take time to appear
• reschedule_date requires reschedule_mode to be set
• entry_limit caps at 250 tasks/folders per blueprint launch
• copy_descriptions defaults to false; set true to include task descriptions

5. Manage Workspace and Members

When to use: User wants to manage spaces, members, or invitations

Tool sequence:

1. WRIKE_GET_SPACE - Get space details [Optional]
2. WRIKE_GET_CONTACTS - List workspace contacts/members [Optional]
3. WRIKE_CREATE_INVITATION - Invite a user to the workspace [Optional]
4. WRIKE_DELETE_SPACE - Delete a space permanently [Optional]

Key parameters:

• spaceId: Space identifier
• email: Email for invitation
• role: User role ('Admin', 'Regular User', 'External User')
• firstName/lastName: Invitee name

Pitfalls:

• DELETE_SPACE is irreversible and removes all space contents
• userTypeId and role/external are mutually exclusive in invitations
• Custom email subjects/messages require a paid Wrike plan
• GET_CONTACTS returns workspace-level contacts, not task-specific assignments

Common Patterns

Folder ID Resolution

1. Call WRIKE_GET_FOLDERS (optionally with project=true for projects only)
2. Navigate folder tree to find target
3. Extract folder id (e.g., 'IEAGKVLFK4IHGQOI')
4. Use as folderId in task/folder creation

Custom Field Setup

1. Call WRIKE_GET_ALL_CUSTOM_FIELDS to get definitions
2. Find field by name, extract id and type
3. Format value according to type (text, dropdown, number, date)
4. Include as {id: 'FIELD_ID', value: 'VALUE'} in customFields array

Task Assignment

1. Call WRIKE_GET_CONTACTS to find user IDs
2. Use user IDs in responsibles array when creating tasks
3. Or use addResponsibles/removeResponsibles when modifying tasks

Pagination

• FETCH_ALL_TASKS: Use page_size (max 100) and check for more results
• GET_FOLDERS: Use nextPageToken when descendants=false and pageSize is set
• LIST_TASK_BLUEPRINTS: Use next_page_token and page_size (default 100)

Known Pitfalls

ID Formats:

• Wrike IDs are opaque alphanumeric strings (e.g., 'IEAGTXR7I4IHGABC')
• Task IDs, folder IDs, space IDs, and user IDs all use this format
• Custom field IDs follow the same pattern
• Never guess IDs; always resolve from list/search operations

Permissions:

• Operations depend on user role and sharing settings
• Shared folders/tasks are visible only to shared users
• Admin operations require appropriate role
• Some features (custom statuses, billing types) are plan-dependent

Deletion Safety:

• DELETE_FOLDER removes ALL contents permanently
• DELETE_SPACE removes the entire space and contents
• Consider using MODIFY_FOLDER to move to recycle bin instead
• Restore from recycle bin is possible via MODIFY_FOLDER with restore=true

Date Handling:

• Dates use 'yyyy-MM-dd' format
• DateTime uses 'yyyy-MM-ddTHH:mm:ssZ' or with timezone offset
• Task dates include type ('Planned', 'Actual'), start, due, duration
• Duration is in minutes

Quick Reference

When to Use

This skill is applicable to execute the workflow or actions described in the overview.