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Convert Stickies to Wrike Work Items

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Wrike Documentation Team

Wrike Documentation Team

TL;DR

Convert selected stickies into Wrike work items in your chosen space, project, or folder, and keep them linked to the Whiteboard with real-time status updates.

Table 1. Available as a paid add-on

Free

Team

Business

Pinnacle

Availability: Business, Pinnacle. ; Unavailability: Free, Team;

Table 2. Availability

Free

Team

Business

Pinnacle

Apex

Availability: Apex.; Unavailability: Free, Team, Business, Pinnacle;

Convert Stickies Overview

You can turn brainstormed stickies on your Whiteboard into actionable work items in Wrike with just a few clicks. Select finalized stickies, convert them to Wrike work items, and track progress with Wrike workflows while keeping everything linked back to your Whiteboard.

Convert Stickies to Wrike Work Items

Prepare your Whiteboard for sticky conversion

Prepare_your_Whiteboard_for_sticky_conversion.png

  1. Create a new Whiteboard.

  2. Use the Whiteboard as your collaborative space to brainstorm and organize stickies.

  3. Add content with your team, such as:

    1. Stickies

    2. Flowcharts

    3. Images

    4. Documents

  4. Discuss and refine stickies, then decide which stickies are ready to become actionable work items in Wrike.

Select stickies and open the conversion menu

  1. On your Whiteboard, click each sticky you want to convert to a work item.

  2. Select one or multiple stickies at the same time.

  3. After you select stickies, look at the toolbar that appears.

  4. In the toolbar, click Convert to Wrike 1.

    Select_stickies_and_open_the_conversion_menu.png

Limitation

  • You can only convert sticky notes that contain text.

  • Stickies with images, attachments, or drawings aren’t supported for conversion yet.

Configure Wrike work item settings

When you click Convert to Wrike, a pop-up window opens.

Configure_Wrike_work_item_settings_1.png

In the pop-up, you can:

Configure_Wrike_work_item_settings_2.png

  1. Choose the Wrike space 1 where the work items will be created.

  2. Select the project or folder 2 within that space.

  3. Define the work item type 3 for the selected stickies, for example:

    1. A standard Wrike task.

    2. A task-based custom item type.

    3. A project-based custom item type (if available).

Convert and sync work items

Convert_and_sync_work_items_1.png

  1. Review your settings, then click Convert 4.

  2. Wrike creates the work items and links them back to your Whiteboard.

You can now open those items in Wrike to assign owners, set dates, and add more detail.

Convert_and_sync_work_items_2.gif

Manage Work Items With Wrike Workflows

Once your stickies are work items in Wrike, you can manage them with workflows while keeping a live connection to your Whiteboard.

  1. Open each work item in Wrike and apply the appropriate workflow and status.

  2. Update statuses as work progresses (for example, from New to In Progress to Completed).

  3. Status changes in Wrike are reflected in real time on the connected Whiteboard, so your team always sees the latest state of each item.

    Manage_Work_Items_With_Wrike_Workflows.gif

Limitations

If you change an item type in either of these ways:

  • Between a custom item type (task) and a custom item type (project), or

  • Between any custom item type and a default project or folder

the item is unlinked from Whiteboard if you previously imported it to or exported it from Whiteboard.

What's Next?

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