Attaching a File to An Existing Task in the Wrike for Office Documents Add-In
TL;DR
Attach Microsoft Word, Excel, or PowerPoint files directly to existing tasks from the Office Documents add-in. While uploading a file, you can also update task details such as status, assignees, dates, folders, and descriptions without leaving the document.
| Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
| Availability: Free, Team, Business, Pinnacle, Apex. ; Unavailability: ; |
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.
When you open the add-in:
- Save your file.
- Begin typing the name of a task in the search field and select it from the drop-down list when it appears.
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The task opens in a simplified item view where you can:
- Click Upload file 7.
Your task is updated with any changes you made, and the file is added to the task as an attachment. After uploading the file, you can also comment on the task.