Import an excel

Hi,

I'm trying to import a table (currently in Excel) with multiple columns to Wrike. The process after importing will be that when the requestor submits a request form, the form fields are populated in the table. This will be used as a tracker moving forward.

I've tried importing multiple times but I keep getting an error like this each time - with a different row and cell number - An error at row 2 (Priority value Medium is not recognized (cell K:2))" each time.

Can someone please share some tips on the table import. I've read through Wrike resources and watched videos, but I think there's something that I'm unable to catch.

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Comments

Sarah Dungey

Check for any non alphanumeric characters - Wrike struggles to import items that have certain punctuation in the cell. That's usually what causes errors in our imports. Additionally, Wrike doesn't use Priority the same way as we think of it - in Wrike, Priority is the order in which you input the items or the manual sort that you can do to set the order of tasks. You'll want to use the field Importance to set High, Normal, or Low priority.

Amy Hunter

Hi @Megha Bagga I may have misinterpreted your question but can these table fields be created as custom fields that you can link to questions within the request form so the fields are populated upon submission?

Joseph Anderson

Hi @Megha Bagga, I think you might be going about this backwards. In your question, you mention that submitted forms will add their content to "the table". In Wrike, this could really work one of two ways - your submitted form could create a Task within a Project, or it could create a Project within a Folder (or within a Space, I guess) - and you can then view that Project or Folder in Table-View, to see your "tracker".

To do this, I would suggest the following. If this doesn't work for you, and you just want form entries to be collected in a spreadsheet instead of as Tasks in a Wrike Project, maybe look into making a simple Google Sheet.

1. Set up a dummy Task, then make it a Blueprint

This Task should be given Custom Data Fields for any piece of information you want to collect within your form - for example, "Submitted Date".
Once your Task is set up the way you want it - with Custom Data Fields to hold any inputs you want gathered from your form, move the task into your Space's Blueprints.

2. Create your form

Under Response Settings, use the "Create Task From" option, and select the Blueprint you created.
Use the "Save To" option to dictate where the Task this form creates will go - so select the Project you want to use as your "tracker".
Create a "Today's Date" question, using the Date type. Use the "Add Answer To" tool in the bottom right of the question, and select "Start Date". This will ensure that the Task's start date is the same as the date the form was submitted.
Add questions to your form that contain information you want to populate into your Task, and use the "Add Answer To" tool to select the Custom Data Field that the answer should be populated into.
Publish your form. If your form needs to be used by people outside of your Wrike Users, be sure it's externally viewable.

3. Test your form

Run a couple test submissions through your form, ensuring that each submission creates a Task using the Blueprint you created, and that the submitted answers are populated into the appropriate Data Fields in the Task.
Bring up the Project your Tasks are populating into, and select Table View. Ensure this works for you, as a tracker. Add the Custom Data Fields you created earlier to your Table View, to ensure you can see them.