Connect Wrike and Coda

Use these step-by-step instructions to connect your Coda account to Wrike (click triangles ▶ to expand a line for more details).

1. Select “Insert” in the top right of your doc.

2. Choose the “Packs” tab.

3. Search for Wrike.

4. Click on Wrike, and select “Add to Doc.”

5. Choose the “Settings” tab of the Wrike Pack and connect an account.

4. Authenticate with Wrike.

Authenticating with Wrike will launch you into a sign-in flow and will ask you to sign in to Wrike in your normal manner, whether that be via SSO or username/password.

5. Choose who can view data.

A pop-up window will open, asking who can view data from Wrike. You must allow anyone the doc is shared with the view data in the doc.

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6. Choose who can take actions.

A pop-up window will open asking who can take actions in Wrike from your Coda doc. Choose whether you would like others to log in to their own Wrike account to create new issues, or if you would like them to create them from your account.

Only you (recommended): Wrike will be set up in this doc, but if others want to create new tasks or edit tasks in Wrike, they’ll have to log in with their own accounts to do so. This is recommended for docs shared with others to force users to authenticate with their own credentials before creating or editing tasks from your doc.

Anyone this doc is shared with: Anyone with access to this doc can use your Wrike authorization credentials to create and edit tasks. This will create new issues in Wrike as though they were created by you.

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7. Sync changes back to Wrike.

With two-way sync, any changes you make in Coda can be pushed back to Wrike to keep all your data moving in step. Head to your table options and turn on the two-way sync toggle.

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Get started on your own Wrike connected Coda doc by copying this doc!

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