How to Sync Custom Item Types in Wrike

Custom item types in Wrike can help you expand your project management workflows for a much wider range of use cases. Here's how to include them in your flows.

In this article:

• Understanding CITs in Wrike
• How to set up custom item types for Wrike Sync
• Popular use cases for syncing custom item types
• What else can you do with Wrike custom item types?

Unito's Wrike Sync now allows users to fully integrate and sync your custom item types (CITs) with other tools, opening a world of possibilities for better reporting, and more robust integrated workflows.

Understanding CITs in Wrike

• Task Types: These function as to-do lists within projects, ideal for smaller work items.
• Project Types: Designed for larger, complex work with multiple tasks, perfect for initiatives requiring sub-tasks or phases.

Both custom item types in Wrike offer basic fields, allow for custom field creation, and can have unique workflows associated with them.

Here's how to create custom item types in Wrike.

How to set up custom item types for Wrike Sync

1. Connect your tools as you would in any flow.
2. Choose a flow direction
3. Set your rules:
   1. If you only want to sync data from your CITs, add the CIT as a rule. 
   2. Syncing from another tool TO Wrike: Under your list of actions, you can add a rule to "set default custom item type to" your chosen CIT. 
      
   3. If you have multiple item types to sync, be sure to configure your item types in the next step.
      
      
4. Configure your field mappings
   1. If your other connected tool also has item types, be sure to pair up each item type with your CITs. If you don't configure fields this way, then all newly-created items will refer to your default rules.  

Popular use cases for syncing custom item types

Here are just a few examples of the different use cases you can apply for your CITs with Wrike Sync:

What else can you do with Wrike custom item types?

Syncing your Wrike CITs with Unito doesn't just streamline workflows. It allows for: 

• Enhanced Reporting: Access all your data in Wrike's native reporting to uncover deeper insights.
• AI Integration: Provide your AI tools with well-structured data, enabling better recommendations and intelligent automation opportunities.
• Powerful Automations: Use Wrike's built-in automation features to take action on synced data, streamlining repetitive tasks and boosting efficiency.