OnePager builds multi-project timelines from Wrike by importing selected tasks from several projects, like this:
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If you don't already have OnePager, click the button above to download a free trial. Then, follow these instructions to get started:
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In Wrike, a space consists of several projects. In this example, we want to create a multi-project timeline from the first three projects in our Wrike space (Projects A, B, and C):
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Click on the first Wrike project in the space, Project A, to open it, and then switch to the Table view:
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Most of the time, we want to import some, but not all tasks from Wrike into our Gantt chart. It's easy to select which tasks should appear in the Gantt chart by using a custom checkbox field. To enable this field, click on the gear button. If you already have a custom field for OnePager, enable it. If you don't see the field, click on the link to Manage custom fields so that you can add it.
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If you do need to add the OnePager field, when you get to the next screen, click Add field. If there is already a custom field for OnePager in your Wrike account, add it to your project. If the field doesn't exist in your Wrike account yet, click on Create new field and create a field called OnePager with a Type of Checkbox, like this:
For faster access to this field in the future, we recommend setting up the field so that it Belongs to entire account. This will make it available for filtering other Wrike projects in the future.
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Once you've returned to your Wrike project, find the OnePager field and select the tasks that you'd like to include in your timeline. In this case, we want to keep the timeline high level across all three projects, so we're selecting the parent tasks, but not the subtasks:
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With the desired tasks selected in Project A, we can now repeat the previous steps for Project B and Project C until we've selected the summary tasks from each project. Once that is complete, launch OnePager from your desktop:
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On the OnePager start screen, choose New to start building a new Wrike multi-project timeline:
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From the import wizard, go to Select > BROWSE Wrike:
If this is your first time using OnePager with Wrike, you will see a sign-in screen to allow OnePager to connect to your Wrike account.
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Once connected to Wrike, OnePager will display a list of all of your available projects. Hold down the Ctrl key to select all three projects that should appear in the timeline, and once everything has been selected, click OK:
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Back on the import wizard, choose a multi-project template, and then select the OnePager checkbox field to bring in the summary tasks from Wrike:
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Click Create New Chart to import your portfolio of projects from Wrike. OnePager will combine the summary tasks from all three Wrike projects into a timeline:
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