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Installing the Wrike for Office Documents Add-in

Table 167. Availability - Legacy plans


Overview

Wrike for Office Documents (Wrike's Office add-in) allows you to create a file in Microsoft Word, Excel, or PowerPoint and directly attach your file to a Wrike task. You can also use the add-in to create tasks, edit which folders a task is in, change a task's status, download files attached to tasks, or set start and due dates.

Install the add-in

Installing_the_Wrike_for_Office_Documents_Add-in-Install_the_add-in.png
  1. Open one of the compatible Microsoft programs.

  2. Click the Insert tab on the ribbon at the top of the screen 1.

  3. Click Get Add-ins 2.

  4. Type Wrike in the search field and press Enter on your keyboard 3.

  5. Locate Wrike Add-in for Office Documents and click Add 4.

Once you install the add-in to an 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 logged out of the add-in, click Login and you’ll be prompted to enter your Wrike credentials to log in.

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