The Scenario
The steering committee meets Thursday morning. The PMO director wants an Excel snapshot — task name, status, assignee, and due date — across three active Wrike projects. It's Tuesday afternoon. Someone sent a message asking when the workbook will be ready.
The bad version:
- Go into the first Wrike project, open the task list, export a CSV.
- Open it in Excel, delete the 12 columns you don't need, rename the remaining columns to match the committee's format, fix the date column.
- Repeat for the second and third project. Paste all three exports together in the workbook. Find the rows where Wrike exported the parent task twice and delete duplicates.
- Realize one of the projects has 200 tasks but the export capped at 100. Run a second export with a filter to get the rest.
Four exports, two hours of reformatting, one workbook that still needs a header row cleaned up.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It can query multiple Wrike projects simultaneously and write structured results straight into your worksheet — without you touching a single export setting. Open the sidebar and describe the report you need.
List all tasks in Wrike folders 11111111, 22222222, and 33333333 and write task title, status, assignee, and due date into this sheet — one row per task, sorted by due date ascending
What You Get
- Tasks from all three folders written into the workbook in one operation.
- Columns: task title, status, assignee, and due date, in the order you specified.
- Rows sorted by due date so the most urgent items surface at the top.
- No duplicates from parent-task re-export artifacts.
What If the Data Is Not Quite Ready
You only want tasks that are overdue or due this week
Fetch all tasks in Wrike folders 11111111, 22222222, and 33333333 where the due date is before today or within the next 7 days — write task title, status, assignee, and due date into this sheet sorted by due date
You need a folder-name column added for context
List all tasks in Wrike folders 11111111, 22222222, and 33333333 and write task title, parent folder name, status, assignee, and due date into this sheet — one row per task
The folder IDs are stored in the workbook
Fetch all tasks from each Wrike folder ID listed in column A of the "Projects" sheet and write the results into the "Tasks" sheet with columns: Task Title, Folder Name, Status, Assignee, Due Date
Full committee-ready report in one shot
List all tasks in Wrike folders 11111111, 22222222, and 33333333 where status is not "Completed" — write task title, folder name, status, assignee, and due date into this sheet sorted by folder then due date, and add a column G that says "Overdue" if the due date is before today
One prompt builds the filtered, labeled, flagged report.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel worksheet, then ask it to pull your active Wrike project tasks before Thursday's meeting. See also exporting resource bookings for capacity planning or the Wrike hub.