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Attachments

All users (including collaborators) on all account types can attach files to tasks, folders, and projects.

⏱ 6.5 min read

Overview

Give teammates easy access to relevant documents by attaching files directly to your tasks, folders, and projects in Wrike. All attachments are displayed under the description field. You'll see up to 3 attachments but you can click "Show all files" at the bottom of the list to see all of the attachments. 1

You can:

  • Right-click a file icon to access the action item menu.
  • Select a file, then use the icons at the top of the attachment section to 2 add/remove files from review, download, edit, or delete files, copy or move files, upload a new version of a file, compare files, or open all file versions in the file viewer. If you don’t see the icon you need, click on the three-dot menu for a list of options.
  • Select multiple files to interact with more than one file at one time. Use the icons at the top of the attachment section to add/remove files from review, copy, move, download, compare, or delete files.

Use the approval process to place files in review. Read more about files in Approvals.

Overview.png

Attach a File

  1. Open a task, folder, or a project that you would like to attach the file to. If you are attaching a file to a folder or a project, select the appropriate folder or project and then open its info panel. 1 
  2. In Chrome, Firefox, and Safari browsers, you can select the file you would like to attach and drag and drop it to the bottom of the task, folder, or project where you would like to attach it. (The area will turn blue to indicate you can drop the file there). 2 
  3. Alternatively, you can click the paperclip icon (“Attach files”) 3 and select where you would like to attach a file from:
  4. Select your file and press “OK” to upload it. If you're adding a file from YouTube, you'll need to paste a public or unlisted video's URL. 
  5. Once the files are uploaded, they appear below the description field 4 and are available to the team members who are shared on the task, folder, or project.

Note: If this is your first time attaching a file from Google Drive, Dropbox, Box, or OneDrive, Bynder, or MediaValet, you will be asked to sign in to that account first. Once the file is uploaded, you (and others shared on the task) will be able to access up-to-date file versions.

If attached files are .doc, .docx, .ppt, .xls, and .pptx formats, you can preview them directly in Wrike. Just click on a file of this type, and it will automatically open as a preview.

AttachFile.png

Edit Attached Files

Wrike’s document editor allows Windows and Mac users to easily edit files without having to download and reupload them. 

Before proceeding: The first time you edit a document, you are prompted to download and install Wrike’s document editor. The file editing option is available for all Microsoft Office or OpenOffice documents, Adobe Photoshop files, .pdf files, and image files (.png and .jpeg).

Edit an attached file using Wrike’s document editor

There are three ways to open an attachment for editing:

  • Right-click an attachment from the Task view or folder/project info panels 1 and then select "Edit." 2
  • Check the box next to an attachment, then click "Edit." 
  • Hover over an attachment in an activity stream and then click the edit (pen) icon.

Your file opens in the default program for that file type, and you can edit your file as you normally would. When you save your document and close the window, a new version of your file is automatically uploaded to Wrike.

Note: Files uploaded from a cloud storage platform (such as Google Drive) can be edited using the storage platform’s own editing tools. To edit this type of file, click on the file attachment in Wrike and then begin editing the document.

EditFile.png

Locked Attachments

If you open an attachment in a compatible application, it automatically locks. A lock icon is added to the attachment in Wrike, and the file can’t be opened by other users. The file unlocks when it is closed or after four hours (even if the file is not closed).

You can force an attachment to unlock by hovering over the attachment and clicking the unlock icon.

Note: If you force an attachment to unlock and begin editing it, a separate version of the file is uploaded to Wrike when each user closes their version of the attachment.

Compatible Applications

Windows:

  • MS Office 2007, 2010, 2013, and 2016
  • WordPad
  • Paint

Mac OS X:  

  • MS Office 2011 and 2016

If you open an attachment with non-compatible applications, the lock feature does not work. Multiple users will be able to open and edit file attachments. Each edited version of the attachment is uploaded to Wrike as a new version and will not include changes made by other users.

Upload a new version of the file

To help you collaborate with your team, Wrike keeps track of file versions. To upload a new file version from your computer:

  1. Open the task, folder, or project where you would like to attach the file.
  2. Right-click on the attachment (located under the description field). 1
  3. Select “Upload new version” 2 and choose the file you would like to upload. 
  4. Wrike automatically renames the file you are uploading to match the existing file’s name.
  5. The file is uploaded, and Wrike starts tracking which file version you are on.

Note: In most cases, the file you upload as a new version should match the original file type.

Switch Between File Versions

To access previous file versions:

  1. Right click on an attachment and select “Show versions” in the dropdown.
  2. Alternatively, click the clock icon next to the file name in the list of attachments
  3. The file viewer opens, all versions of the file are available in the version panel on the left-hand side of the screen.

Delete Versions of an Attachment

You can delete versions of an uploaded file which you no longer need. Guest reviewers cannot delete file versions and versions which are in review cannot be deleted.

  1. Click on a file to open it in the file viewer.
  2. Click on “Versions” in the upper right hand corner.
  3. The version panel appears on the left, hover over the version you want to delete.
  4. Click the three-dot menu button which appears.
  5. Select “Delete” from the drop-down.
  6. Click “Delete” in the confirmation window which appears.

If you attempt to delete the last version of a file in this way you will receive a warning in the confirmation window that this is the last version of the file.

Create a Google Drive File From Wrike

To create a Google Drive file from Wrike:

  1. Open the task, folder, or project where you would like to create and attach the file.
  2. Click on “Attach files.” 1
  3. Hover over “From Google Drive.” 2
  4. Select “Create new file.”* 3
  5. In the pop-up that appears 4 choose what type of file you would like to create: a document, spreadsheet, or presentation.
  6. Enter a name for your file and click “Create.” 5
  7. Your newly created document will appear in a new window.
  8. Add information to your file and close the window whenever you are ready.
  9. Your file is now attached to the task, folder, or project that you created it from in Wrike. All users who have access to the task, folder, or project will be able to access the file.

*Note: If this is your first time adding or creating Google Drive files from Wrike, you will be prompted to enter your Google Drive credentials and grant Wrike access to your Google Drive files.

If the task, folder, or project where you create your Google Drive file is shared with someone who has a Google account, then your file is automatically shared with that person in Google Drive. To unshare the file, you’ll need to first unshare the current task in your Wrike workspace and then do the same in your Google account.

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Download Attachments

To download individual attachments, hover over the name of the attachment and click the arrow icon that appears to the right. Alternatively, you can:

  1. Open the task, folder, or project with the attachments you would like to download.
  2. Right-click on the attachment (located under the description field).
  3. Select “Download.”

To download multiple files, check the boxes to the left of the file names and click "Download," which appears on the panel above the attachments.

To download all attachments:

  1. Open the task, folder, or project with the attachments you would like to edit.
  2. Click the menu icon 1 on the right side of the attachments section.
  3. Select “Download all.” 2

DownloadAll.png

Move and Copy Attachments

All users can move and copy attachments, but their access role  must include permission to remove files from their original location and add files to their intended destination in order to do so.

All file types can be moved and copied, files attached from your computer as well as those from external sources (such as Google Drive) can be moved and copied.

Attachments in your Wrike account can be moved or copied to different tasks, folders, or projects. When you move a file it is removed from its original location, when you copy a file it is duplicated and a new version attached elsewhere requiring additional storage space.

  • If you move files you can choose whether or not to include their comments, previous versions, or approval details. If you choose to move a file with its approval details its full approval history remains visible, and allows users to open the corresponding tasks where those approvals took place.
  • If you copy files only their latest version is copied, their comments and approval details are not copied.

To move or copy files:

    1. Select the file or files you want to copy/move from the description field of a task, folder, or project, or switch to Files view to select files from multiple locations at the same time.
    2. Click on “Move/Copy files” or the move/copy icon on the right hand side above the file or files, or right click on a file and select “Move/Copy file” from the dropdown.
    3. A dialogue box opens where you can: 
      • Choose if you want to move or copy the file/s.
      • Choose a destination task, folder, or project for the file/s.
      • (If you are moving file/s) choose whether or not to include their comments, previous versions, or approval details.
    4. Click “Move file/s” or “Copy file/s”.

Note: Files which are pending approval cannot be moved, but they can be copied.

Rename Attachments

You can rename any attachment in Wrike if it's shared with you.

  1. Find a file you want to rename in the list of attachments of a task, folder, or project.
  2. Right-click a file.
  3. Select "Rename."
  4. Enter the new name for the file.
  5. Click "Save."

It's possible to rename files the same way from Files view, as well as from the Files dashboard widget.

Please note you can rename attachments from cloud storage, but the new file name is only visible in Wrike and isn't synced to the external storage.

Delete Attachments

To delete individual attachments:

  1. Open the task, folder, or project with the attachments you would like to delete.
  2. Right-click on the attachment (located under the description field).
  3. Select “Delete.”

To delete all attachments:

  1. Open the task, folder, or project with the attachments you would like to delete.
  2. Click the menu icon 1 on the right side of the attachments section.
  3. Select “Delete all.” 2
  4. Click “Yes” to confirm that you would like to delete all attachments.

DeleteAll.png

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