[From Wrike] Join the Beta Program: SharePoint Integration

Épinglée Terminée

Hello Community!

Our Product team is now working on the SharePoint integration - a huge thanks to all of you who supported the suggestion in the Product Feedback forum! This feature will enable you to upload files from SharePoint to Wrike.  We are ready to offer you the chance to participate in Beta testing.

How to enroll

We’re very happy to offer this Beta experience to the users of all Wrike subscriptions. It will be enabled for your entire account next week.

If you'd like to take part in this Beta testing, please let us know in the comments below.

Please let us know if you have any questions! 🙂

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

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Hi, I also can't see any changes. There's no option for Sharepoint in the attachments:

Best Peter

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Sign me! Thanks!

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Lisa Lemmons Peter Veldtrup The team checked and re-enabled the beta for your accounts, please let me know if it works now. Sorry for the inconvenience!

David Holladay Stuart Rowland Arianna Porta Sure, I'm adding you to the team's list, they'll enable the beta for you shortly 👍

Everyone - A huge thanks for your interest and participation! We're closing the beta for new participants now, please stay tuned for news of the SharePoint integration functionality here on the Community 🙂

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

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Not sure if this would be remotely in scope of this particular integration, but this is a dream scenario my team has discussed:

 

Background:

We support PowerPoint presentations & Word docs regularly & it's an absolute version control nightmare. When we receive a file as an attachment, that means that the requester's file is effectively "dead" since we would be sending back a new file with our updates included. This makes rolling collaboration with non-Wrike users difficult, particularly if they continue to make updates to their file after they've handed it off (this is mostly a process adoption issue, but would like to minimize the impact of rule breakers).  

 

Band-aid:

We encourage requesters to send us SharePoint links with edit permissions enabled instead of file attachment. While this means we don't have the version control issue, we do lose the ability to leverage the Wrike proofing tool. We also end up with a disconnect between people using commenting features in PPT/Word vs any internal discussion in the Wrike task comments. 

 

Dream Solution: 

It would be AMAZING if a SharePoint integration for Wrike would work similarly to the SharePoint sync function. Rather than simply accessing SP to upload a file to Wrike, the SP link would retain a live connection to the original SP file. This would allow us to maintain a single version history for the entire life of the asset as well as enable ongoing team collaboration, as well as still be able to use the proofing functionality to get feedback. And the dream-dream solution would also somehow integrate Wrike proof comments with the native commenting in PPT/Word.  

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I'd love to try this feature out. Thanks! 

 

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Hi, the sharepoint entry is now available for us in attachments, Thank you! 

After allowing Wrike to connect to sharepoint I get the following view. Each folder is completely 

empty and I can't find any similar structure in Sharepoint Online. Some information on how it should work would be great!

Best Peter

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Peter Veldtrup  I'm experiencing the same thing!  Now that I have the SharePoint option, I'm also brought to a similar screen with some seemingly random file folders, all of which are empty.  

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TheDesignerd Thanks a lot for sharing your use-case and feedback here, our Product team are keeping a close eye!

Daryl Scott Welcome to the forums! This beta is now closed for new admissions; thanks a lot for your interest and sorry for the inconvenience! We'll keep you informed on other beta openings here on the Community. 

Peter Veldtrup Lisa Lemmons Could that be because for now, the integration only works with your own SharePoint sites and not with the shared sites? What I mean is, you should only be seeing your own sites at the moment. 

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

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What do you mean by my "own SharePoint sites"?  As far as I understand, ALL SharePoint drives are shared while OneDrive is your personal cloud-based file storage.  How would I know which SharePoint sites are "mine" vs ones that are shared?  I don't recognize any of the folder names that are appearing when I go to attach from SharePoint:

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Lisa Lemmons: I'm also not aware of "owning" sites. I only "own" the files on my personal onedrive. Even the sites I created on Sharpoint Online are not listed here nor are the sites I'm Owner of. I'm pretty sure that the foldernames shown do not exists on any of our Sharepoint Sites. I also don't understand what the term "Drives" means. 

 

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Please add me to the beta

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I would like access to this Beta - thank you.

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Lisa Lemmons Peter Veldtrup Sorry for the late reply here, I was checking this out with the team. In SharePoint, there are "sites" where you can store different info like files, links etc. In the "Documents" tab there, different files are stored. If it is a team site that was shared with you by someone else, it is currently not possible to attach files from there to Wrike. If it is a site that you've created yourself (maybe you don't have that permission in your company's SharePoint account), you can attach files from there to your Wrike account. Our Product team is planning to work on this and improve the functionality by adding the ability to attach files from shared sites too. Hope that's clearer now, but please let me know if you have further questions!

Brad Forsyth James Fox The beta is now completed and we can't take in more beta testers, that's why this post has a "Completed" green badge above. I'm sorry for the inconvenience! We'll be sure to let you know about the new beta openings here on the Community. Thanks a lot for your interest! 

mdr

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

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Thanks Lisa but that explanation does not help.  I have created 20+ SharePoint sites at my organization and none of them are appearing when I go to attach something from SharePoint. I was hoping I'd be able to select a SharePoint site from a list of available sites but I'm just seeing the seemingly random folders I had shared in my screenshot previously.  

mdr

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Hi there, please add me to the beta.This sounds great!

mdr

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Yes - I'd like to join the beta test group. Thx

mdr

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Please include me!

mdr

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I would like to participate in addition.  Thank you - Andy

 

mdr

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Lisa Lemmons Hi again! We have investigated with the developers, and it looks like there's a mistake in the reply that I gave you previously. I am very sorry about this!  It turns out that the integration actually works with the root (=main) site in SharePoint that can be used with this beta integration. All the other sites that you create won't work with the integration for now. So the folders from the screenshots you've provided should exist in the root folder of your organization's SharePoint account. 

Natasha Tyers Kasual Gadsden Peter Stycos Andy Galea I'm sorry but we don't enroll more people to the beta anymore, that's why the status of this post is "Completed" now. We'll let you know when there are more beta openings 🙂 

mdr

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

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Thanks Lisa, that helps me understand this behavior.  Unfortunately, our organization doesn't use SharePoint in that manner so I'm not sure if this will be helpful to us until use is expanded to all SharePoint sites.  I don't use or have access to that 'main' SharePoint site within our organization.  Instead, we create sites for particular projects or teams.  I'll just wait to test until functionality expands to other sites.  Thank you!

mdr

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I'm glad we were finally able to understand the issue, thank you for all your feedback on this beta functionality Lisa Lemmons. I'm sorry for the confusion!

mdr

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

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Hi Lisa,

Thanks for your responses and for your patience (can imagine how difficult it must be to bring the customers and your tech guys on the same page :)

I am very much looking forward to this integration too, although missed the beta version. I was also wondering if it will be possible to create folders in SharePoint directly from Wrike? Also how about auto folder creation in SharePoint when I create a "Wrike folder" in Wrike (which we all know is rather a bucket of tasks rather than a folder).

Thanks in advance!

Elchin

mdr

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Thank you for the kind words, Elchin Khalilov, and welcome to Wrike's Community! 🙂

The roadmap for the future SharePoint integration improvements is still being considered; I've passed your feedback on to the Product team. Thanks a lot for sharing! 👐

mdr

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

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Hi !

please sign me up too !

mdr

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Thanks for your interest, Stefan Pilsl, but this beta program is now closed. We'll let you know when there are more beta openings here on the Community 🙂 

mdr

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

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Hi,

I agree with Lisa Lemmons last comment, for bigger companies the limitations of the beta program to not include sub-sites makes it basically useless.

We also have not set up any sites on the root level of the organization, since we are a global enterprise with various regions, countries, branches, use cases, applications, etc. Without the addition of sub-sites and being able to chose a site that is shared with you, this cannot be implemented.

 

Limitations that block us from any further use:

  • Only root-level Sharepoint documents enabled
  • Only sites that you have created

 

Ideal situation for enterprise use:

  • Attach files from any site that has been shared with the user (and first, option to chose the site from which the document should be attached)
  • Access rights of the Sharepoint site cannot be overwritten, e.g. if a user has no access to a document in Sharepoint / has only read access, then also they will not be able to access/ edit this document in Wrike (after it has been attached by another user who has access)
  • Information about source (which Sharepoint site does the document come from? What is the name of the source, as in the path?)
  • Able to follow a link to source location in Sharepoint for any document (ideally, the document location in Sharepoint will be part of the "attach file from Sharepoint" option) 
  • Enable synching between any changes made in Wrike to a document and the Sharepoint document - or only allow the link to be attached to a Wrike task, but any changes need to made to a document by following the link and then opening the document in the web view (so the document as hosted on Sharepoint, in Office Online). Any disconnect of changes made in a document in Wrike and the "original" document as hosted on Sharepoint automatically disqualifies this integration for enterprise use - risk of duplicates and inconsistencies

mdr

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Would love to be added if there are additional spots that open up.

mdr

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Hi,

I gave myself access to the root of our Sharepoint Structure and can now confirm that the files stored here show up in Wrike. 

But as some others already stated, this is not the way Sharepoint is used in an enterprise context as all data would be stored in one site then.

 

So I'm also looking forward to see the beta beeing improved.

 

mdr

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Christina Fischer Peter Veldtrup Thanks a lot for your detailed feedback here, I'm passing it on to the team now and I'll keep you updated on the progress of this integration.

Chris Clements Welcome to the Community! Unfortunately, this beta program is now completed. We'll be announcing more betas in the future, and we'll also update you once this integration is released. Thank you for your interest! 

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

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Hi everyone! For those of you who are testing the beta version of the SharePoint integration, I have good news from our Product team: the integration got updated and it's now possible to access all drives and favorite drives:

Please let us know how it works for you! 🙂

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

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