Importing Wrike Tasks with Checklists.

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Mary Taylor

When creating Wrike imports I am about to use some simple html such as <b> and <i> to style my task descriptions. I'm curious if I can also do that for checklists.

 

Is there I way to create Wrike imports with descriptions that contain checklists?  Basically, when I import my tasks, I want to be able to automatically import the checklists like the screenshot below. Currently, I have to import my task and then add the checklists into each task individually.

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7 commentaires
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Anastasia

Hi Mary, thanks for reaching out! It's possible to use HTML tags to format text in the description field of Excel files, however, there's no way to create a checklist. Something which could help is creating numbered or bulleted lists, which can quickly be converted into a checklist in the imported task. Happy to hear your thoughts on this!

Bulleted list:

<ul>
 <li>text</li>
 <li>text</li>
 <li>text</li>
 </ul>

Numbered List:

<ol>
 <li>text</li>
 <li>text</li>
 <li>text</li>
 </ol>
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Mary Taylor

Hey Anatasia, thank you for follow up on this! I'll try out the listed elements as you mentioned.  It would be an awesome feature if Wrike allowed for special formatting for checklist in Wrike imports. My company uses that functionality all the time!

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Anastasia

Mary, thanks for getting back to me! I'll be glad to help if any other questions come up. :)

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Maria Edwards

Given that it's possible to create lists using HTML, is it also possible to create headers? Is there any documentation on this feature? Thank you!

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Lisa

Hi @Maria! I raised a Support ticket for you - someone will reach out to you soon to help with this 🙌

 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Luiz Rocha

Hi, was this implemented? We need to import tasks, and they must include checklists in their descriptions.

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Rohan V

Hi Luiz Rocha 👋, Hope you're doing well!

We currently do not have an update for this request regarding the checklists. Rest assured, I'll get back to you if there's any progress 👍
Thanks for your patience!

Rohan V Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Rohan V Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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