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Wrike Pack basics

Start here to learn how to install, connect to, and use the Wrike Pack in Coda.


With the Wrike Pack, you can easily plan, manage, and track your Wrike tasks - right within your Coda doc. Sync in Task, Folders, or Projects tables, and create or delete Wrike tasks with the click of a button. With Coda’s two-way sync feature, you can even update Tasks directly in Coda and have those updates automatically reflected in Wrike.

This Pack is free and available to all Coda customers. Continue reading to learn how to add and start using the Wrike Pack.


Within this article, you’ll find...

 

Add the Wrike Pack to your doc

If this is your first time installing a Pack, we recommend you check out these intro articles on installing a Pack and connecting to a Pack account.

To start using the Wrike Pack, you first need to install it in your doc. You can do so by following these steps:

  1. On any blank line in your doc’s canvas, type a forward slash, followed by “Wrike” (e.g. /Wrike )

  2. From the drop-down menu, select Wrike (under the More Packs header)

  3. Then click the Add to doc for free button in the upper right.

add wrike pack to doc.gif

That's it - the Wrike Pack is now installed. To start putting it to use, check out the following section.

💡 Tip: As an alternative to the slash command, you can browse and install Packs by clicking on Insert (upper-right corner of your doc), and selecting Packs.

 

 

 

Put the Wrike Pack to use

Once you’ve installed the Pack, you’re ready to start using any of its many building blocks. To see what this Pack has to offer, head to the Pack page by following these steps:

  1. Click on Insert in the upper right corner of your doc

  2. Select Packs

  3. Under Installed Packs, select Wrike

  4. Scroll through the Building blocks tab to see all the ways you can start using the Pack. You’ll see templates, tables, buttons, columns, formulas, and more.

add wrike building blocks to doc.gif

To add any of these building blocks to your doc, simply click and drag onto the page. You will then be prompted to connect to your Wrike account in order to access that data. Follow the prompts to connect your account. If this is your first time connecting to the Wrike Pack, you'll be prompted to sign in to your Wrike account. And if you need a refresher on connecting to Pack accounts, check out this article.

 

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Wrike Pack settings

In the settings tab of each Pack, you can set the default refresh rate for Pack data, as well as add, remove, and manage connected accounts. To locate these settings for the Wrike Pack:

  1. Click on Insert in the upper right corner of your doc

  2. Select Packs

  3. Under Installed Packs, select Wrike

  4. Click into the Settings tab. From here you’ll be able to select the refresh rate (Manually, Daily and Hourly) and select the account you’re using. You can use private or shared accounts with this Pack. Learn more about shared vs. private accounts here.

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Examples, tips, and tricks

While there are many ways to use the Wrike Pack, we want to share some helpful resources that demonstrate some of the most common and most useful applications.

To learn about any applications not described here, check out our Wrike Pack Guide, or try searching our gallery of published docs, and explore the listing page for this Pack here.
 

Create a two-way sync table of Wrike tasks

Coda’s two-way sync for Pack tables allows you to sync tasks from Wrike into Coda and then update those tasks directly from your doc. Changes you make in Coda will automatically be reflected in Wrike, adding convenience and ensuring your data stays in-sync.

To set up a two-way sync table for Wrike tasks, follow these steps:

  1. First ensure you’ve installed the Wrike Pack in your doc

  2. Then click on Insert in the upper right corner of your doc

  3. Click on the Packs tab

  4. Under Installed Packs, find and select Wrike

  5. From the list of building blocks, expand the Tasks option.

  6. If you haven’t yet connected your Wrike account, you’ll see a Connect to Wrike button. Click this and follow the prompts to authenticate your account.

  7. Then you’ll see a list of all Tasks tables that you have access to in Wrike. Select the table you want to add, and drag it onto the canvas of your doc. It may take a moment for the table content to load.

  8. Once loaded, head to the table settings in the right-hand panel. To turn on two-way sync, toggle on the Allow two-way edits option.

    1. If you prefer for edits in Coda to be sent immediately to Wrike, also toggle on the Send edits immediately option. Otherwise, edits in Coda will only be pushed to Wrike when someone clicks the Send edits button or when the next table refresh occurs. Learn more about two-way sync settings here.

  9. Make any other necessary adjustments to the table settings, such as changing the refresh rate (manual, daily, or hourly).

wrike pack two-way sync tasks.gif

That’s it! You have now successfully created a two-way sync table of your Wrike tasks. When edits are made to the sync table in Coda, those edits will be reflected in Wrike.

 

Create Wrike tasks with the click of a button

You can add new tasks to Wrike from your Coda doc with just the click of a button. To do so, we recommend adding the Add task button from the Wrike Pack to an existing table. While you can also opt to create a button on the canvas rather than a button column button, this example uses a table and button column setup.

To add the Add task button to a table, just click and drag the Add task button from the list of Pack building blocks onto the desired table. Alternatively, you can click the Add column button in the upper right corner of the table, select Button as the column type, scroll to the Packs options, find Wrike in the list of tasks, and select Add task.
 

wrike pack - add task button.gif


Then just complete the button setup as needed. For more details, check out this example. You can even copy that doc and take a closer look at the Create Task button column to see how it’s set up.
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FAQs

What building blocks does the Wrike Pack include?

The Wrike Pack currently includes three sync table types (Tasks, Projects, and Folders) and two button types (Add task and Delete task). To learn more, check out the Pack listing page.

How should I configure my Pack settings? What are private vs shared accounts?

Check out this article for more details on this topic, but here’s a quick breakdown:

Private account

  • A private account is one that only you - the person setting up that account - can use to take actions from the Coda doc.

  • This is the most secure setting, but since it’s private, you can’t use it to display syncs or Wrike info in the doc.

Shared account

  • A shared account is required to display Wrike data - such as a Tasks sync table - in a doc.

  • Setting a shared account to “Take actions and view data” will mean that anyone who has edit access to the doc will be able to act as this account when taking actions from Coda to Wrike.

How do I change the settings of a sync table from the Wrike Pack?

To adjust the settings of a sync table, click on the down arrow next to the Refresh button, and select Settings.

open wrike pack settings.gif

Here you can change the refresh rate of the table (manual, daily, hourly), turn on/off two-way sync (for Tasks table only), adjust which Wrike account is used to sync in the data, and even choose to sync in additional properties from Wrike via the Sync more properties button.

Under the Advanced tab, you can adjust the table row limit, what to do with newly-added columns in Wrike, and how to handle un-synced rows.

To learn more about sync table settings, check out this article.

 

 

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