Wrike Timeline

OnePager builds project timelines from Wrike by importing selected tasks and aligning them into rows, like this:

If you don't already have OnePager, click the button above to download a free trial. Then, follow these instructions to get started:

1. Start with your project in Wrike. This example roadmap has different categories of consumer products, each with key phases in the product development lifecycle:

   

2. For this timeline, we only want to include specific tasks from Wrike, instead of importing the entire project. The easiest way to do this is to use a custom checkbox field to indicate which tasks from Wrike to include in the timeline. To add this field, switch to the Table view, and click on the Fields button:

   

3. In the list of custom fields, scroll down to see if the OnePager field already exists. If it does, enable it. If it doesn't, click on + Custom Field at the top to add it:

   

4. If you do need to add the custom field to Wrike, 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.

5. Now, check the box next to any tasks in Wrike that you'd like to include in your timeline. In this example, we've selected a handful of Wrike tasks:

   

6. Now, launch OnePager from your desktop:

   

7. On the OnePager start screen, choose New to start building a new Wrike timeline:

   

8. 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.

9. Once connected to Wrike, OnePager will display a list of all of your available projects. Click on the one that you'd like to import, and then click OK:

   

10. Back on the import wizard, select the OnePager checkbox field to filter your tasks from Wrike:

    

11. To finish the import from Wrike, click Create New Chart. This will initially create a Gantt chart that is grouped into swimlanes by the first set of parent tasks in Wrike. To subdivide the chart further, go to Home > Chart Propreties > Rows/Swimlanes and click on the Left #2 tab to add a secondary swimlane grouping that uses the Level 2 Summary Name, which is the secondary set of summary tasks in Wrike:

    

12. Click OK, and OnePager will group your Gantt chart based on the hierarchy in Wrike. In this case, the swimlanes are first grouped by the product category, and then grouped by the product name:

    

13. To switch from a Gantt chart to a timeline layout, return to Home > Chart Propreties > Rows/Swimlanes, and change the Task Layout to align tasks based on Level 2 Summary Name which is the same field that we used to group the sub-swimlanes in the previous step:

    

14. Click OK. OnePager will adjust the layout of the chart so that all of the tasks for a given product are aligned left-to-right in a single row, creating a simpler timeline instead of a Gantt chart:

    

    When switching from a Gantt chart to a timeline, you may want to turn off the individual task labels and increase the row height so that there is more space between the tasks in your chart. Moving the legend into the margin also improves readability. This example reflects these additional customizations.

Get started today by downloading a free trial.