Wrike - SharePoint Integration and Automation

Common Integration Use Cases Between Wrike and SharePoint

1. Centralized project documentation linked to Wrike work items

Direction: SharePoint ? Wrike

Teams store project charters, requirements, meeting notes, and approval records in SharePoint, while Wrike holds the active tasks and project plan. When a new project is created in Wrike, the integration can automatically create or link a SharePoint site or document library for that initiative. Project managers and team members then access the latest controlled documents directly from Wrike tasks, reducing time spent searching across systems and ensuring everyone works from the approved source of truth.

2. Automated intake of document review and approval requests

Direction: SharePoint ? Wrike

Business users submit document review requests through a SharePoint form or library workflow, such as policy updates, legal reviews, or client deliverables. The integration creates a corresponding Wrike task with owner, due date, priority, and linked file. This gives operations, legal, marketing, or PMO teams a structured review queue in Wrike while keeping the original document and version history in SharePoint. It improves turnaround time and provides clear accountability for approvals.

3. Publishing approved deliverables from Wrike into SharePoint

Direction: Wrike ? SharePoint

Creative, marketing, and professional services teams manage production and approvals in Wrike, then automatically publish final approved assets, reports, or client-facing documents to a SharePoint library or team site. This is useful for maintaining a governed repository of final versions, especially for regulated content, internal communications, or reusable templates. SharePoint becomes the long-term archive and distribution point, while Wrike remains the execution workspace.

4. Status synchronization between project execution and document collaboration

Direction: Bi-directional

When a task or project phase changes in Wrike, the corresponding SharePoint document status can be updated to reflect draft, in review, approved, or published. Likewise, if a document is marked approved or rejected in SharePoint, Wrike can update the related task status and notify the assigned owner. This creates a consistent workflow across project management and document governance, reducing manual status updates and preventing teams from working on outdated versions.

5. Controlled external collaboration for client or partner deliverables

Direction: Wrike ? SharePoint

Organizations working with external agencies, clients, or vendors can use SharePoint to manage secure document access and version control, while Wrike coordinates the tasks, deadlines, and feedback cycles. External stakeholders can review files in SharePoint with permissions and audit trails, while internal teams track action items in Wrike. This is especially valuable for professional services, legal, and marketing teams that need structured collaboration without exposing the full project workspace.

6. Automated project kickoff from SharePoint business records

Direction: SharePoint ? Wrike

When a new business record is created in SharePoint, such as a signed statement of work, approved change request, or intake submission, the integration can generate a Wrike project from a template. The project can include predefined tasks, owners, milestones, and dependencies based on the request type. This reduces manual setup, standardizes delivery processes, and helps PMOs and service teams launch work faster with fewer errors.

7. Enterprise reporting with project and document context

Direction: Wrike ? SharePoint

Wrike project dashboards, milestone reports, or resource summaries can be exported or published into SharePoint pages for leadership visibility. This allows executives and department heads who already use SharePoint as an intranet or portal to view operational status alongside supporting documents, policies, and announcements. It is useful for organizations that want a single internal access point for both project performance and related business content.

8. Governance-driven retention and archival of completed work

Direction: Wrike ? SharePoint

Once a project is completed in Wrike, final deliverables, approvals, and key project artifacts can be archived into SharePoint according to retention and compliance rules. Wrike remains focused on active work, while SharePoint serves as the controlled repository for historical records, audit evidence, and reusable assets. This supports compliance, reduces clutter in active workspaces, and makes it easier to retrieve completed project documentation later.