Creating Folders and Projects in Wrike via XLS Import
TL;DR
Users can create folders, projects, subfolders, and subprojects in bulk by importing a properly formatted XLS file. Folder and project hierarchy is defined using slash-separated paths, while projects can also be assigned statuses, workflows, and custom statuses during import.
| Availability: Legacy Professional, Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free.; |
| Availability: Team, Business, Pinnacle, Apex. ; Unavailability: Free; |
All users, except for Collaborators, Contributors, and Viewers, can import tasks, folders, and projects from XLS files into Wrike. On Business and above accounts, this right might be restricted by a user's access role.
Note
You have to format your file according to guidelines here or download a sample file from Wrike and add data there.
- In the Title column (of an empty row), type the preferred name for your folder or project 1.
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Include forward slashes before and after the folder or project name, e.g., /folder name/.
Steps for projects only:
- Define the status group in the 'Status' column (Possible values: Active, Completed, Deferred, Canceled).
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In order to successfully apply custom statuses from account or space workflows, please ensure all the following workflow-related columns are inserted and filled:
Default task workflow Default project workflow Workflow Status Custom Status Workflow name to set as default (optional to fill in)
Workflow name to set as default (optional to fill in)
Workflow name (mandatory to fill in) Status Group name for the custom status (Active, Completed, Deferred, Cancelled) (mandatory to fill in) Status name (mandatory to fill in)
Important
Workflow and Custom Status cells are case-sensitive.
In a new row, click the cell in the corresponding Title column, type the parent folder’s name (with slashes before and after the name), followed by the title of your subfolder 2. For example: /folder name/subfolder name.
To create a subproject, specify a project status in the Status column.