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Microsoft Teams

To use Wrike with Microsoft Teams, you need an Office 365 account that includes Teams. Wrike for Microsoft Teams is available for all Wrike accounts and for all Wrike user types (including collaborators).

Overview

Use Wrike's Microsoft Teams integration to view and work with tasks, folders, and projects directly from an MS Team channel. After linking a Wrike account with MS Teams, you can add individual folders/projects to channels. That folder/project is shared with anyone who is a part of your Wrike account and has access to the channel.

You can view tasks in a List view and click on a task to edit it. You can also view tasks in a Gantt chart.

Important Information

  • You can have more than one Wrike account associated with one Office 365 directory in Microsoft Teams.
  • You can add the Wrike tab to private and public channels but not to direct messages.
  • When you add a folder or project from a Wrike account to an MS Teams channel, that folder/project is shared with everyone in that channel, but it will be visible only to members of this particular Wrike account (if they have access to it).
  • If you create a free Wrike account from MS Teams, you can view tasks on the Gantt chart within Teams. However, to view the Gantt chart in accounts not created via MS Teams, you need a Professional account or higher.
  • When you log out from Wrike, you will be automatically logged out of Wrike for MS Teams.

How Wrike Works in Microsoft Teams

You can add folders and projects as tabs to channels in Microsoft Teams. Once a folder/project is added, you (and anyone within one Wrike account associated with Office 365 directory and access to that channel) can:

  • View all tasks (with all statuses) from that folder/project in a list or view active tasks on a Gantt chart.* From the List view, click the filters icon to see only active tasks.
  • Create new tasks and subtasks.
  • Edit key task details (including information from the description field).
  • View and add comments and @mention colleagues.
  • Share a task or folder/project with additional users.
  • Drag and drop tasks on the List view to change their priority. Task order in MS Teams is synced with the priority List view in the desktop version of Wrike.
  • Download existing attachments.
  • Delete tasks.

*The Gantt chart on MS Teams updates automatically, but it is view-only. You can’t reschedule tasks from the Team's Gantt chart.

Creating a New Wrike Account

Any Microsoft Teams user with corresponding rights can create a Wrike account via MS Teams. You can create multiple Wrike accounts associated with one MS Teams directory.

To create a new Wrike account, an Office 365 admin needs to first enable the option to add tabs to Teams.

  1. Go to the Apps section of the Microsoft Teams settings page in the Office 365 admin center.
  2. Turn the toggle on for "Allow external apps in Microsoft Teams."
  3. Click “Save.”

Now you can create a new Wrike account from MS Teams.

  1. Launch Microsoft Teams.
  2. From a channel, click the “+” icon to add a new tab.
  3. Select “Wrike.”
  4. Click “Accept.”
  5. Click “Connect to Wrike.”
  6. Click “Accept.”
  7. Enter your email address, name, phone number, and job title.
    • If the email you entered is the same as your MS Teams email, your account is confirmed automatically.
    • If you entered a different address, you will receive a confirmation email. Follow the instructions in that email to finish creating your free Wrike account.
  8. Set up a password for your Wrike account.
  9. Click “Save.”

After you’re done, your newly created project is accessible from the selected tab on MS Teams. Up to 15 people can join your Wrike account, and you can upgrade at any time.

Linking an Existing Wrike Account

Any user can link an existing Wrike account with Microsoft Teams.

  1. Open Microsoft Teams.
  2. Select “Store” from the left column.
  3. Search for Wrike in the Store search bar.
  4. Select “Wrike.”
  5. Choose what to install.
    • Choose “Add for you” if you want to install Wrike’s messaging app and the Personal tab for yourself.
    • Choose “Add to a team” if you want to make Wrike available on MS Teams for your whole team.*
  6. You’ll have to select a Wrike team to link with MS Teams.
  7. Choose the features you want to open first (Personal tab or messaging app) and click “Open.”
    • If you click “App,” you’ll be taken to the personal app and prompted to join your team. Follow the installation flow.
    • If you click “Messaging,” you’ll be taken to the Compose extension. You’ll need to log in before using the extension.

*Please note: Installing for your team allows them to use Wrike on MS Teams and add the messaging app, but they'll have to install the Personal tab if they want to use that.

If your Wrike account is linked with Office 365:

The system automatically recognizes that you have a Wrike account, and you’ll be prompted to select an existing project/folder or create a new one.
The folder/project you choose (or create) is now accessible from the selected channel in MS Teams.

If your Wrike account is not linked with Office 365:

  1. Click “I want to pick a project from the Wrike account I already have.”
  2. Enter your Wrike email and password.
  3. Select an existing project/folder or create a new one.

The folder/project you choose (or create) is now accessible from the selected channel in MS Teams.

Invite Teammates to Account

Once the Wrike account is created and linked to MS Teams, you can invite your teammates to the account to start working together. Please note that you can invite users only from within Wrike.

  1. Open Wrike.
  2. Click on your profile picture and select “Settings” from the list that appears.
  3. Click "Users" in the left panel.
  4. Click “Add new users.”
  5. In the pop-up that opens:
    • Enter the email addresses of people you want to invite to your Wrike account.
    • Select the licence type for the users you are inviting.
  6. Click “Invite users.”

Once your teammates accept the invitation, they will become a part of your Wrike account.

Adding the Personal App

Each user who wants to use the personal app must enable it.

  1. Open Microsoft Teams.
  2. Select “Store” from the left column.
  3. Search for Wrike in the Store search bar on the left side.
  4. Select “Wrike.”
  5. Uncheck the “Add to a team” option (the “Add for you” option should remain checked).
  6. Click “Install.”
  7. Click “Open” next to “App.”
  8. Click “Join your team.”
  9. Select “I already have a Wrike account” in the pop-up that opens.
  10. Enter the email address and password for your Wrike account.

The Personal tab will open, and you can start monitoring work.

Adding a Folder/Project to Any Team's Channel

After you’ve created a Wrike account from Microsoft Teams or linked an existing Wrike account, you can add folders/projects to additional channels.

  1. Open the channel where you would like to add a folder/project.
  2. Click the “+” icon.
  3. Select the folder or project you would like to access from Microsoft Teams.

A new tab is added for the selected folder/project, and everyone with access to the selected channel can access the Wrike folder/project.

This folder/project will only be available to users who are a part of your Wrike account.

Messaging App

How it works

Use Wrike’s messaging app in Microsoft Teams to generate a task preview in a channel and direct message conversation tabs.

Task previews include the task title, task status, the folder/project the task is in, and a link to open the task in Wrike.

Add a task preview

From a channel’s conversation tab or from a direct message:

  1. Select the “…” option.
  2. Select “Wrike.”
  3. Search for the task you would like to generate a preview for.
  4. Send your message.

Personal App

How it works

The Personal tab shows:

  • Tasks created by you.
  • Tasks assigned to you.
  • Projects that were added as tabs in MS Teams.

From the Personal tab

The Personal tab allows you to:

  • Click on a task to open it in an overlay.
  • Edit key task details.
  • Drag and drop tasks within a column to reorder them.
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