Wrike & Klaxoon Integration
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
Klaxoon is a collaborative work platform that boosts team productivity and engagement through interactive meetings, workshops, and brainstorming sessions. It offers versatile tools like whiteboards, quizzes, surveys, word clouds, and live voting to support seamless collaboration in both in-person and remote settings. With its visual and intuitive interface, Klaxoon empowers teams to share ideas, make decisions, and advance projects efficiently, making it ideal for agile practices, design thinking, training sessions, and any setting that demands active participation and idea generation.
The integration between Wrike and Klaxoon streamlines the process of turning brainstorming ideas into actionable tasks, projects, folders and task- and project-based custom item types with ease. This powerful connection enhances organization, alignment, and efficiency, enabling teams to transform creativity into real progress with ease.
Who Can Use It? This integration is available to Wrike admins, space admins, and regular users.
Note
Accounts with subscriptions to both Wrike and Klaxoon can leverage the full potential of the integration.
The Wrike-Klaxoon integration enables seamless collaboration by connecting work management and brainstorming activities. The current features of this integration include:
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Convert Klaxoon Ideas into Wrike tasks, projects, folders and task- and project-based custom items – Effortlessly transform brainstorming ideas into actionable tasks in Wrike, ensuring smooth transition from ideation to execution.
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Import Wrike items into a Klaxoon Board as ideas – Bring structured project items into a Klaxoon Board for visual organization, discussion, and creative collaboration.
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Attach a Klaxoon Board to any task in Wrike – Link a Klaxoon Board directly to Wrike tasks to provide relevant context, brainstorming insights, and a shared space for team collaboration.
You can easily convert your ideas into actionable Wrike tasks, projects, folders and task- and project-based custom item types by following these steps:
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Create an Activity in Klaxoon
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Begin by setting up a new activity, such as a Board activity in Klaxoon.
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This board will serve as a space for brainstorming and organizing ideas.
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Populate your board with relevant ideas, concepts, or action points.
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Collaborate with your team to refine and discuss each idea.
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Identify Ideas Ready for Task Creation
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Review the ideas and determine which ones are finalized for execution.
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These will be converted into tasks, projects, folders and task- and project-based custom item types in Wrike.
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Select the Ideas for Task Conversion
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Click on the ideas that you want to turn into Wrike tasks, projects, folders and task- and project-based custom item types.
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You can select multiple ideas at once.
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Access the Conversion Option
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Click on the three-dot menu 1 button in the toolbar that appears.
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From the dropdown menu, select Convert to Wrike 2.
Limitations
Currently the Convert to Wrike feature is not available for sticky notes / ideas that contain images, attachments, or drawings.
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Configure the Wrike Task Settings
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A pop-up window will appear where you can:
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Choose the Wrike Space 3 where the tasks, projects, folders and task- and project-based custom item types will be created.
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Select the appropriate Project or Folder 4 within that space.
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Define the type of tasks, projects, folders and task- and project-based custom item 5 for the selected ideas (e.g., a simple task or a custom item type).
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Convert and Sync tasks, projects, folders and task- and project-based custom item Types
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Click the Convert 6 button to finalize the tasks, projects, folders and task- and project-based custom item types creation in Wrike.
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Once created, the tasks, projects, folders and task- and project-based custom item types will be automatically linked to your Klaxoon board.
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Manage tasks, projects, folders and task- and project-based custom item Types with Wrike Workflows
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Use Wrike's workflows to track and update task statuses.
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Any status changes in Wrike will be reflected in real time within Klaxoon, ensuring seamless collaboration.
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Limitation:
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Changing the item type from CIT-task to CIT-project (or to a default project or folder) and vice versa will unlink the item from the Board if it has been imported or exported.
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To reduce Wrike API calls and minimize the risk of rate limiting, certain data is cached on Klaxoon’s side—specifically, assignee details (avatar, first name, last name) and status labels. As a result, if a Wrike user updates their avatar or modifies a workflow label, these changes may not be immediately reflected during import/export operations in Board. Cached data may display outdated values for up to one hour after the change.
Importing Wrike tasks, projects, folders and task- and project-based custom item Types to Klaxoon Board
With the ability to import Wrike tasks and task-based item types into a Klaxoon board, you can unlock a range of powerful features that streamline collaboration and decision-making.
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Dynamic Task Visualization
Transform Wrike tasks, projects, folders and task- and project-based custom item types into an interactive Klaxoon board, enabling clear and intuitive sprint planning, roadmap discussions, and workflow management. Effortlessly rearrange tasks, projects, folders and task- and project-based custom item types to improve clarity, alignment, and the overall flow of the project.
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Inclusive Collaboration
Empower all stakeholders—including non-technical team members—to engage with project data in a visual and user-friendly format. This promotes more inclusive and effective teamwork, ensuring that everyone is on the same page.
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Smarter Decision-Making
Optimize meetings and enhance decision-making by grouping, prioritizing, and categorizing imported tasks, projects, folders and task- and project-based custom item types based on deadlines, dependencies, and strategic goals. This enables faster, data-driven choices that align with your team’s objectives.
This integration bridges structured project management with dynamic visual collaboration, driving improved efficiency, alignment, and productivity throughout your workflow.
How to Import Wrike tasks, projects, folders and task- and project-based custom item Types to a Klaxoon Board
To seamlessly import Wrike tasks, projects, folders and task- and project-based custom item types into a Klaxoon board, follow these steps:
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Open the Import Menu:
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Click on the Insert 1 button in the toolbar.
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In the menu that appears, navigate to the Import 2 section.
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Select Wrike as the Source:
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Locate and click on Wrike 3 to initiate the import process.
Note
If it's not already done, the Wrike SSO/OAuth2 "Connect" screen prompts you to log in to Wrike and grant the permissions needed to use the Wrike API. This is a one-time request.
Limitations
You can't choose a different Wrike account if you have multiple accounts. To switch accounts, disconnecting and reconnecting won't work until you clear your cache and cookies.
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Configure Import Settings:
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A separate window will open, allowing you to customize the import.
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Choose the Space 4 from which you want to import tasks, projects, folders and task- and project-based custom item types.
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Select the Folder or Project 5 containing the tasks, projects, folders and task- and project-based custom item types.
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Define the task type 6 to be imported (e.g., active tasks, projects, folders and task- and project-based custom item types, completed tasks, projects, folders and task- and project-based custom item types).
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Click the Import 7 button to confirm and import the selected tasks, projects, folders and task- and project-based custom item types.
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Finalize the Import:
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Once the process is complete, your tasks, projects, folders and task- and project-based custom item types will appear on the Klaxoon board 8.
Tip
Ensure you have the necessary permissions in Wrike to access and import tasks, projects, folders and task- and project-based custom item types into Klaxoon.
Note
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If an item imported to Klaxoon board is deleted from Wrike, the idea will be unlinked from Klaxoon board.
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Importing and exporting items or ideas to/from a Klaxoon board is not possible from the locked space.
Limitations
There's no automatic synchronization of sharing between Wrike tasks, projects, folders and task- and project-based custom item types and Klaxoon boards, including the ideas within those boards. But a user with access to the board can view the attributes of Wrike tasks, even if those tasks haven’t been shared with them.
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Integrating Klaxoon with Wrike allows you to boost collaboration by seamlessly attaching existing Klaxoon boards or creating new ones directly within Wrike. Follow these simple steps:
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Open the Wrike Item: Navigate to the specific task, project, or folder where you want to attach a Klaxoon board.
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Add Files: Click on the Add Files 1 button.
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Select Klaxoon Whiteboard: Choose Klaxoon Whiteboard 2 from the list of options OR Click on the Add Whiteboard 2 button.
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Log in to Klaxoon: If prompted, enter your Klaxoon credentials to connect your account 3.
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If you don’t have a Klaxoon account yet, sign up for free:
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Click Sign Up for Free: In the Login to Klaxoon prompt, select the Sign Up for Free link.
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Follow the Instructions: You’ll be directed to Klaxoon’s Getting Started page, where you can complete the sign-up process at no cost.
Follow the on-screen steps to create your account and start collaborating.
Limitations
Multiple accounts aren't supported. The default account will be selected for the OAuth flow.
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Select or Create a Board: From the Klaxoon activity picker, you can:
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Select an existing board, browse through the available options and pick the desired board 4.
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Create a new board, click the + New 5 button and set up your board.
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Attach the Board: Click the Select 6 button to finalize attaching the Klaxoon board to your Wrike item.
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Start Collaborating: The Klaxoon board will now appear as an attachment 7 in your Wrike item. Use Klaxoon’s interactive and visual collaboration tools directly within Wrike to enhance teamwork and idea-sharing.
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You can access and interact with the Klaxoon board directly from Wrike, allowing your team to brainstorm, organize ideas, and track progress without needing to switch between platforms.
Note
Klaxoon board attachments do not support the approval feature.
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Marketing Campaign Brainstorming:
Create a task in Wrike for a marketing campaign ideation session. Attach a Klaxoon board where team members can add ideas, vote on concepts, and organize thoughts visually—all within the task. The board remains accessible for refining ideas and tracking progress directly from Wrike.
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Project Kickoff Meetings:
During project kickoffs, use a Klaxoon board attached to a Wrike project to map out project timelines, assign responsibilities, and visualize milestones. Attendees can contribute in real time, and all meeting notes and visuals remain accessible in Wrike.
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Agile Sprint Planning:
For agile teams, attach a Klaxoon board to a Wrike sprint task. Use the board to facilitate sprint planning, create storyboards, and prioritize tasks, projects, folders and task- and project-based custom item types visually. As priorities shift, the board remains a live reference within Wrike.
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Feedback and Review Sessions:
When reviewing creative assets or project deliverables, a Klaxoon board attached to the Wrike task can serve as a collaborative space to collect feedback. Team members can add sticky notes, draw annotations, and visualize feedback alongside the project timeline.
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Training and Workshops:
Attach a Klaxoon board to a Wrike item dedicated to training sessions. Participants can interact with exercises, answer polls, and collaborate on activities, keeping all resources and outputs organized within Wrike.
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Cross-datacenter transfers are not supported. When migrating a board from one datacenter to another, Wrike Ideas on the original board will not retain their links and will appear as standard stickies on the target board—similar to how board duplication works. Additionally, personal settings, including Wrike credentials, are not migrated.
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The integration does not have ISO 27001 certification.
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User management is not synchronized between Wrike and Klaxoon.
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Placeholders (job roles) are not displayed as assignees in Klaxoon.