All articles

Importing Outlook Tasks to Wrike

Table 207. Availability - Legacy plans


Overview

All users (except collaborators) can import Outlook Tasks to Wrike.

Adding tasks to Wrike from Outlook can be done in three steps:

  1. Export tasks from Outlook.

  2. Add Outlook tasks to a Wrike import template.

  3. Import tasks to Wrike.

Export tasks from Outlook

From Outlook 2013

  1. Open Outlook.

  2. Click the File tab.

  3. Select Open & Export and click Import/Export.

  4. In the pop-up that appears, select Export to a file and click Next.

  5. In the following pop-up select Comma Separated Values and click Next.

  6. Select Tasks in the list that appears, and click Next.

  7. Choose where you'd like your file to be saved and rename the file (if you'd like to), then click Next.

  8. Click Finish.

Your CSV file is now saved to your computer in the location you specified during the export process.

Note

if you have recurring tasks, you may get a dialog box warning you that the file type you're exporting to doesn't support recurring tasks. Press OK on the dialogue box to export recurring tasks as individual occurrences. You'll be able to select the date range you'd like to export recurring tasks.

From Outlook 2010

  1. Open Outlook.

  2. Click the File tab.

  3. Select Options and click the Advanced tab.

  4. Click the Export button.

  5. In the pop-up that appears, select Export to a file and click Next.

  6. In the following pop-up, select Comma Separated Values (Windows) and click Next.

  7. Select Tasks in the list that appears, and click Next.

  8. Choose where you'd like your file to be saved and name it, then click Next.

  9. Click Finish.

Your CSV file is now saved to your computer in the location you specified during the export process.

Add Outlook tasks to a Wrike import template

  1. Open Wrike and download and open a Wrike import template in Excel.

  2. Open the CSV file you created and copy the data from the following columns:

    1. Subject

    2. Start date

    3. Due date

    4. Notes

  3. Paste the information into the corresponding columns in the Wrike template:

    1. Subject > Title

    2. Start date > Start date

    3. Due date > End date

    4. Notes > Description

  4. Add a unique number in the "Key" column for each task that you need to add to your Excel file.

After transferring data from the CSV file to the Wrike template, you can immediately upload the task information to Wrike or add additional details first.

Import tasks to Wrike

The last step is to import your tasks into Wrike. You can either import your tasks into an existing folder or project or create a new folder or project in Wrike where you'd like to add tasks.

  1. Navigate to a folder, project, or space where you want to add tasks from Outlook.

  2. Click the three-dot menu button at the upper right-hand corner of the view you're in.

  3. Hover over Import and select Excel.

  4. Press Select file in the pop-up that appears.

  5. Select the file you want to import.

  6. Click Next.

  7. If you have names listed in the "assigned to" column, you'll be asked to associate users in your Wrike contact book with the names indicated in the "Assigned to" column of the spreadsheet.

  8. Click Next and press Yes when you're asked to refresh the page.

Your Outlook tasks are now added in Wrike.

Top