Importing Outlook Tasks

External and Regular Users on all paid accounts can import Outlook Tasks to Wrike.

⏱ 3 min read

Adding tasks to Wrike from Outlook can be done in three steps:

• Export Tasks from Outlook
• Add Outlook Tasks to a Wrike Import Template
• Import the Tasks to Wrike

Export Tasks from Outlook

From Outlook 2013

1. Click the “File” tab.
2. Select “Open & Export” and click “Import/Export”.
3. In the pop-up that appears select “Export to a file” and click next.
4. In the following pop-up select “Comma Separated Values” and click next.
5. Select “Tasks”, in the list that appears, and then click next.
6. Choose where you would like your file to be saved and rename the file (if you would like to), then click “Next”.
7. Click “Finish”.

Please note, if you have recurring tasks you may get a dialog box warning you that the file type you are exporting to does not support recurring tasks. Press “Ok” on the dialogue box to export recurring tasks as individual occurrences. You will be able to select for what date range you would like to export recurring tasks. 

Your CSV file is now saved to your computer in the location you specified during the export process.

From Outlook 2010

1. Click on the “File” tab.
2. Select “Options” and click the “Advanced” tab.
3. Press the “Export” button.
4. In the pop-up that appears select “Export to a file” and click next.
5. In the following pop-up select “Comma Separated Values (Windows)” and click next.
6. Select “Tasks”, in the list that appears, and then click next.
7. Choose where you would like your file to be saved and name it, then click “Next”.
8. Click “Finish”.

Please note, if you have recurring tasks you may get a dialogue box warning you that the file type you are exporting to does not support recurring tasks. Press “Ok” on the dialogue box to export recurring tasks as individual occurrences. You will be able to select for what date range you would like to export recurring tasks. 

Your CSV file is now saved to your computer in the location you specified during the export process.

Add Outlook Tasks to a Wrike Import Template

1. Download and open a Wrike import template in Excel.
2. Open the CSV file you created and copy the data from the following columns:
   • Subject 
   • Start date
   • Due date
   • Notes
3. Paste the information into the corresponding columns in the Wrike template:
   • Title 
   • Start date
   • End date
   • Description
4. Add a unique number in the "Key" column 1 for each task that you need to add to your Excel file. 

After transferring data from the CSV file to the Wrike template you can: immediately upload the task information to Wrike or add additional details first. 

Import Tasks to Wrike

The last step is to import your tasks into Wrike. You can either import your tasks into an existing Folder or create a new Folder in Wrike where you would like to add tasks.

1. From the Folder tree, select the Folder where you want to import your data. 1

2. Click on the Folder's menu button. 2

3. Hover over "Import" and select "Excel". 3

4. Press "Choose file" in the pop-up that appears. 1

5. Select the file you want to import. 

6. Click "Next". 2

7. If you have names listed in the "assigned to" column you'll be asked to associate users in your Wrike contact book with the names indicated in the "assigned to" column of the spreadsheet. 3

8. Click "Next" 4 and press "Yes" 5 when you are asked to refresh the page. 

Your Outlook tasks are now in Wrike!