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Linking Your Wrike Account With Microsoft Teams

Table 180. Availability - Legacy plans


Overview

Any user can link an existing Wrike account with Microsoft Teams or create a new Wrike account from MS Teams.

Tip

Any Microsoft Teams user with corresponding rights can create a Wrike account via MS Teams. You can create multiple Wrike accounts associated with one MS Teams directory.

Create a new Wrike account from MS Teams

To create a new Wrike account, an Office 365 admin needs to first enable the option to add tabs to Teams.

  1. Go to the Apps section of the Microsoft Teams settings page in the Office 365 admin center.

  2. Turn the toggle on for Allow external apps in Microsoft Teams.

  3. Click Save.

Now you can create a new Wrike account from MS Teams.

  1. Launch Microsoft Teams.

  2. From a channel, click the + icon to add a new tab.

  3. Select Wrike.

  4. Click Connect with Wrike.

  5. Enter your email address, name, phone number, and job title.

  6. Set up a password for your Wrike account.

  7. Click Create account.

After you’re done, your newly created project is accessible from the selected tab on MS Teams. Up to 15 people can join your Wrike account, and you can upgrade at any time.

Link your Wrike and MS Teams accounts

  1. Open Microsoft Teams.

  2. Select Apps from the left column.

  3. Search for Wrike in the Apps search bar.

  4. Select Wrike.

  5. Choose what to install:

    1. Choose Add for you if you want to install Wrike’s messaging app and the personal tab for yourself.

    2. Choose Add to a team if you want to make Wrike available on MS Teams for your whole team.

  6. You’ll have to select a Wrike team to link with MS Teams.

  7. Choose the features you want to open first (personal tab or messaging app) and click Open.

    1. If you click App, you’ll be taken to the personal app and prompted to join your team. Follow the installation flow.

    2. If you click Messaging, you’ll be taken to the Compose extension. You’ll need to log in before using the extension.

Note

Installing for your team allows them to use Wrike on MS Teams and add the messaging app, but they'll have to install the personal tab if they want to use it.

If your Wrike account is linked with Office 365

The system automatically recognizes that you have a Wrike account, and you’ll be prompted to select an existing project, folder, or space or create a new one.

The folder, project, or space you choose (or created) is now accessible from the selected channel in MS Teams.

If your Wrike account isn't linked with Office 365:

  1. Click I want to pick a project from the Wrike account I already have.

  2. Enter your Wrike email and password.

  3. Select an existing project, folder, or space, or create a new one.

The folder, project, or space you choose (or created) is now accessible from the selected channel in MS Teams.

Note

Once the Wrike account is created and linked to MS Teams, you can invite your teammates to the account to start working together. Please note that you can invite users only from within Wrike.

FAQ

How can I invite users to my Wrike account?

Once your Wrike account is created and linked to MS Teams, you can invite your teammates to the account to start working together. Please note that you can invite users only from within Wrike. Learn how to do that here.

Once your teammates accept the invitation, they'll become a part of your Wrike account.

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