In this Article:

  • What are Projects in Ally?
  • Ally 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

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, project track the output that helps you achieve your key results. For more details and best practices, see What are Projects?

Ally Projects and Wrike

You can now view your Wrike projects in Ally.io, and connect the progress of these projects 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 within Ally.io, you should provide the permalink of the project you want to connect to. Right-click on the project to copy the permalink.

Note: Currently, permalinks of a folder and a task are not supported. Keep checking this space for further updates.

  • While creating or editing a project in Ally, 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 you want to associate it with. Click on Preview.
  • 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.
  • Click Next > Save.

You have successfully linked your project to a Wrike project. Ally will now update the progress as tasks 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

Some Wrike projects can have metrics in custom fields. These metrics can be used as key results in Ally.

  • 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.

    Note: Wrike KR Integration is available only for 'KPI (success metric)' method of measuring OKR success and not available for '% completion' method.
  • Provide the permalink of the Wrike project.
  • This will automatically populate all the corresponding custom fields of the Wrike project. 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 project to a Wrike key result in Ally. Ally will now update the metric, and possibly the target, as it is changed in Wrike, through hourly syncs.

Projects in Ally 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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