All articles

Creating Folders and Projects in Wrike via XLS Import

Table 101. Availability

Free

Professional

Business

Enterprise


Overview

All users (except for collaborators) can import tasks, folders, and projects from XLS files into Wrike.

Note

You have to format your file according to guidelines here or download a sample file from Wrike and add data there.

Create a folder or project

Creating_Folders_and_Projects_in_Wrike_via_XLS_Import-Create_a_folder_or_project.png
  1. In the “Title” column (of an empty row), type the preferred name for your folder or project 1.

  2. Include forward slashes before and after the folder or project name, e.g., /folder name/.

  3. For projects, specify a project status in the "Status" column 2. To add custom project status, add a column called "Default task workflow" prior to the column "Title" and add the name of the workflow in front of the project’s name. Make sure to fill in the “Custom workflow” cell and the “Custom Status” cell accordingly.

Note

Currently, only Business and Enterprise accounts created after April 15, 2019 have custom workflows for projects.

Create a subfolder or subproject

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.

Top