Win a Wrike Discover Silver Certification valued at $299!

Help us to ensure you're getting the most out of Wrike by completing this short survey about your specific needs and you'll be in with a chance to win!*

Terms and Conditions

Close window Take the survey
All articles

Working from the Wrike for Outlook Add-in

Table 47. Availability - Legacy plans


Overview

Wrike’s Outlook add-in is available for all users (including collaborators) on all account types (including Free).

Create a task

  1. Open an email in Outlook, from which you want to create a task.

  2. Click on the Wrike add-in on the panel above in your Outlook.

  3. Select Create Task from the list.

  4. If you have multiple accounts, you will have to select an account from the menu that pops up to the right.

A task is immediately created and you can begin editing it.

Note

Email threads. If one email in a chain is associated with a Wrike task, then other emails in the thread can be turned into its subtasks, but can't be made standalone tasks from the add-in.

What happens when you create a task from outlook

  • Text from your email is added to the task’s description. If it’s an email chain, only the text from the most recent email is added.

  • Attachments from the email are added to the task.

  • The task is pinned to My to-do.

Edit a task

  1. Click on a Wrike notification email (or an email which you turned into a task).

  2. Click the Wrike icon.

  3. Begin editing the task.

Your edits are synced instantly with the browser version of Wrike.

Available editing options

  • Change the task title

  • Add/remove the task from folders, projects, and spaces

  • Change task status (including workflow)

  • Read and add comments

  • Add or remove assignees

  • View and edit task descriptions

  • View and open attached files

  • Create subtasks (and view names, status, and assignee for existing subtasks). Please note, you can create subtasks, but can’t click on them to open them.

Add an email as a comment

  1. Open an email in Outlook.

  2. Click the Wrike icon and select the Open Wrike add-in option.

  3. Select Add as a comment. (If you have multiple accounts, you’ll have to select an account first).

  4. Search for a task or enter a task’s permalink.

The text from your email, any attachments, and data around who sent the email and when are added to the specified task.

Select an account

Users with multiple accounts can switch between accounts from within the add-in. To select an account:

  1. Click on the three-dot menu button in the Wrike add-in's top-right corner.

  2. Click on the account name in the list.

Top