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Integrating Wrike

Connect your Wrike account and create projects directly from a document

Sabrina Barron avatar
Written by Sabrina Barron
Updated over a week ago

Connecting your Account

To connect your Wrike account:

  1. Click the Settings icon on the sidebar and then click 'Integrations'.

  2. Choose Project Management and then 'Wrike'.

  3. Click the 'Connect Wrike' button and follow the instructions to log in to your account

  4. Once you're logged in (or if you're already logged in), you'll be sent back to a page that looks like this which confirms that you've connected your account.

Creating a project

Simply click on the document you want to create a project for and click the 'create project' button on the right hand side. 

In the sidebar that opens, give your project a name and click 'Create Project'. 

Once the project has been created, the button will change to say 'view project' so you can access the project directly from this page any time you need.

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