Creating Folders and Projects in Wrike via XLS Import
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Availability: Legacy Professional, Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free.; |
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Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free; |
All users, except for Collaborators, Contributors, and Viewers, can import tasks, folders, and projects from XLS files into Wrike. On Business and Enterprise 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.
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In the good 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/.
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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 (optional): Enter the name of the workflow you want to set as the default.
Workflow name (optional): Enter the name of the workflow you want to set as the default.
Workflow name (required): Enter a name for your workflow.
Status Group (required): Select a status group for your custom status: Active, Completed, Deferred, or Cancelled.
Status name (required): Enter a name for your custom status.
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 3. For example: /folder name/subfolder name.
To create a subproject, specify a project status in the Status column.