Project management software integration for Microsoft Excel
Yes! With Wrike's Excel integration, it is possible to import and export sheets to and from Wrike in just a few clicks.
Import Excel sheets into Wrike by creating a new file (.xls or .xlsx) and adding details like title, status, assignee, and more. When you’ve done that, open Wrike and navigate to the Space, Project, or Folder where you’d like your new Excel-generated task to live. Click on the three dots in the upper right hand of your work space and choose “Import” and then “Excel”. Select your file and get started.
Navigate to the Project or Folder you’d like to export into Excel. In the upper right hand corner of your workspace, find the three dots. There, you’ll be given the option to export. Choose Excel and download the file.
To use the Excel integration with Wrike, you must be a paid regular or external user of Wrike. Ensure that the Wrike for Office Documents add-in is also enabled.