Wrike for Office Documents (Office Add-in)

All license types on all Wrike accounts can use the Wrike for Office Documents to attach files to existing tasks. Regular and External users can use the add-in to create new tasks.

⏱ 3 min read

• Overview
• Compatibility
• Install the Add-in
• Open the Add-in
• Create a Task from the Add-in
• Attach a File to an Existing Task
• Remove the Add-in

Overview

Wrike for Office Documents (Wrike's Office add-in) allows you to create a file in Microsoft Word, Excel, or Powerpoint and then, right from that program, attach your file to a Wrike task. In addition to adding attachments to tasks you can use the add-in to: create tasks, edit which Folders a task is in, change its status, download files attached to tasks, add comments, or set start and due dates.

Please note, once installed, you must manually add the add-in to each compatible app, it does not automatically appear on all apps after installation.

Compatibility

Compatible Microsoft Applications

Wrike’s Microsoft Office add-in is compatible with:

• Mac: Excel 2016, PowerPoint 2016, Word 2016
• Windows: Excel 2016 or later, PowerPoint 2013 or later, Word 2013 or later
• Online: Excel, PowerPoint, Word

Compatible Browsers

If you’re using

• The desktop versions of Office programs on Windows: Internet Explorer 11 must be installed on your computer as well.
• Microsoft Office Online: Internet Explorer 11, Safari, Firefox, or Chrome can be used.

In order to ensure that the add-in works correctly, we recommend using the latest browser version available.

Please note, the add-in won’t run on Windows if using Internet Explorer 10 or earlier.

Install the Add-in

1. Open one of the compatible Microsoft programs.
2. Click the "Insert" tab on the ribbon at the top of the screen.
3. Click "Get Add-ins".
4. Type "Wrike" in the search field and press Enter on your keyboard.
5. Locate "Wrike Add-in for Office 365" and click "Add".

Once you install the add-in in 1 application, follow these steps to add it to other compatible applications:

1. Open the file where you want to open the add-in.
2. Click the “Insert” tab.
3. Click “My add-ins”.
4. Select “Wrike Add-in for Office 365” and click “Insert”.

Open the Add-in

1. Click "Open Wrike add-in" on the Home ribbon.
2. If this is your first time using the add-in, or if you have logged out of the add-in, click “Login” and you’ll be prompted to enter your Wrike credentials to log in.

Create a Task from the Add-in

Once you opened the add-in:

1. Click “+ Create new task”.
2. Enter a task title.
3. Add additional details (optional): specify task assignee, tag a task with Folders and Projects.
4. Set a start and due date: click the desired start date, then move your cursor to the desired due date and select it.
5. Click “Create task”.

Your task is created and tagged with the Folder(s) or Project(s) you specified. You can click “Upload file” to attach the file to your newly created task. Make sure you’ve saved your file, you’ll need to do that before attaching it. 

Attach a File to an Existing Task

Once you opened the add-in:

1. Save your file at least once.
2. Begin typing a task name in the search field and select it from the dropdown list when it appears.
3. The task opens in a simplified Task View where you can:
   
   • Change the task’s title.
   • Edit the description.
   • Edit assignees.
   • Change the task's status.
   • Add a start and due date: click the start date, move your cursor to the due date and click it.
   • Download attachments.
   • Add or remove the task from Folders and Projects.
4. Click “Upload file”.

Your task is updated with any changes you made and the file is added to the task as an attachment. Once you upload the file you can also comment on the task.

Remove the Add-in

1. Launch one of the compatible Microsoft programs.
2. Click the "Insert" tab on the ribbon at the top of the screen.
3. Click "My Add-ins".
4. Hover over the Wrike Add-in.
5. Click the menu button in the app's upper right-hand corner.
6. Select "Remove" from the dropdown list.
7. Click "Remove" to confirm your decision.

Please note, if you are on Windows, then removing the add-in from one application automatically removes it from all other compatible desktop applications as well.