In this Article:

  • What are Projects in Ally.io?
  • Ally.io Projects and Wrike
  • How do I set up Wrike integration?
  • How do I start populating Wrike projects?
  • Integrating Key Results in Ally.io with Wrike projects and tasks

What are Projects in Ally?

Projects help you keep track of all the work your organization is executing to achieve your OKRs. While key results track outcomes, projects track the output that helps you achieve your key results. For more details and best practices, see What are Projects?

Ally.io Projects and Wrike

You can now view your Wrike projects and tasks in Ally.io, and connect the progress of these projects and tasks to projects and OKRs in Ally.io.

How do I set up Wrike integration?

  • From the navigation menu, click on Admin > select the Integrations tab.
  • Against Wrike, you will have an option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Manage the enabled integration.
  • This integration can also be disabled from the same section by clicking on Change, and choosing Disable integration from the dropdown.

Ally.io allows you to create multiple connections to Wrike. Select New Connection to use a different set of Wrike credentials to connect — different Wrike users might have access to different Wrike projects. You can differentiate these connections using names, and the names will be displayed to other users when they link their OKRs with Wrike projects.


How do I start populating Wrike projects?

Every folder, project, and task in Wrike will have a permalink. To be able to track the status of Wrike projects and tasks within Ally.io, you should provide the permalink of the project and/or the task you want to connect to.

To fetch the permalink, here's what you need to do:

  • Project: Right-click on the project to copy the permalink
  • Task: Click on the task from the List View panel > from the top-right corner of the Task View panel (right of the List View) > click on the link icon to copy the permalink of the task.
  • While creating or editing a project in Ally.io, click on Select an option to add tasks to project. From the drop down menu, select Wrike.
  • If you have already created a connection, or if your administrator has shared a connection with you, that connection will be selected automatically. Ally.io will prompt you to create a new connection only if there are no connections created or shared.
  • Paste the permalink of the Wrike project or the task you want to associate it with. Click on Preview.
  • If you are mapping to a Wrike project, Ally.io will automatically fetch the details of the tasks that are a part of the connected Wrike project — name of the task, progress, assignee, and due date.

    Note: Only the top-level tasks of a project will be displayed here, and the sub-tasks will not be displayed. However, the progress shown for each top level task is based on the percentage of its subtasks that are complete. Intermediate tasks - ones which have children, do not count towards top-level task progress.
  • If you are mapping to a Wrike task within a project, Ally.io will automatically fetch the details of the subtasks that are a part of the connected Wrike task —
  • Click Next > Save.

You have successfully linked your project in Ally.io to a Wrike project or a Wrike task. Ally.io will now update the progress as tasks and subtasks are completed in Wrike, through hourly syncs. The updates for a project in Ally's activity log call out what has changed since the last check-in, tagged with the number of top-level tasks that are added, removed or completed.

Integrating Key Results in Ally.io with Wrike projects and tasks

The progress of key results in Ally.io can be measured either by percent complete or a KPI metric.

Measure progress by percent complete

If you choose to measure the progress of key results by percent complete, this implies that the key result progress is measured by the percent complete of Wrike project or task that is linked to the particular key result.

Measure progress by KPI metric

If you choose to measure the progress of key results by a KPI metric, you will determine the target value for this metric, and this implies that the key result progress is measured by the starting value and target value of the KPI metric.

There are two options to track the progress of the KPI metric — number of completed tasks in Wrike, and custom fields in Wrike.

  • While creating or editing an OKR (note: OKR, not project), click on Connect data source to auto-update progress. From the drop down menu, select Wrike.
  • If you have already created a connection, or if your administrator has shared a connection with you, that connection will be selected automatically. Ally.io will prompt you to create a new connection only if there are no connections created or shared.
  • Choose the method using which you want to measure the progress — KPI (success metric) and provide a metric, starting value, and target value.
  • Provide the permalink of the Wrike project or Wrike task.
  • From the dropdown menu of 'Track progress by', choose between 'Number of completed tasks' and 'Custom field value'.
  • If you choose 'Number of completed tasks' to the track the progress of the key result, the tasks (in case of a Wrike project), and subtasks (in case of a Wrike task) will be populated automatically.
  • If you choose 'Custom field value' to the track the progress of the key result, all the corresponding custom fields of the Wrike project or task will be populated automatically. Choose a custom field that should be considered for updating the progress of the key result.

    Note: Only custom fields that have values set in Wrike will appear in the list. Further, only custom fields with numerical values in Wrike will be shown.
  • Tick the box if you want to use the same field name as the metric name in Ally.io.
  • In addition, you can choose the target custom field as well. This is useful for scenarios where you are recording both the current value and the target in separate custom fields in the Wrike project.
  • Click Next. Make sure you set a value for 'Starting' for KPI depending on whether the metric has to increase or decrease to hit the target. Then click Save.

You have successfully linked your key result in Ally.io to a Wrike project or Wrike task. Ally.io will now update the key result through hourly syncs.

Projects in Ally.io are available across all our pricing plans. If you would like to have Projects enabled for your organization, please have an account admin reach out to [email protected] with your request.

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