How to Generate Documents from Wrike Projects
Roll an entire Wrike project into a single document. Folder hierarchies, task lists, and milestones become project briefs, SOWs, and close-out reports automatically.
Quick Answer
To generate a document from a whole Wrike project, build a TurboDocx template with a Wrike Table, map the folder hierarchy and child-task fields, and trigger it on a folder-level status. TurboDocx reads the entire project recursively and rolls it into a finished DOCX, PPTX, or PDF attached back to Wrike.
Whole project folder
Built with Wrike Table
DOCX / PPTX / PDF
From Project Folder to Finished Document
A project in Wrike is more than a single task. It is a folder of tasks, subtasks, phases, owners, dates, custom fields, and custom item types. Most project documents, a brief, a statement of work, a close-out report, are really summaries of that whole structure. Building them by hand means transcribing an entire folder into a document every time the project changes.
TurboDocx generates project documents from the folder itself. This is the project-level side of Wrike document automation. Where a task trigger generates one document per task, a project template rolls a full folder into a single deliverable. For ongoing status updates on the same projects, pair it with the Wrike status report generator, and see how it fits a broader documentation automation strategy.
Project Documents You Can Automate
Project Briefs & Kickoffs
Turn a newly scoped Wrike folder into a kickoff brief with objectives, scope, team, and timeline pulled from the project.
Statements of Work
Roll every task, effort estimate, and milestone in a project folder into a complete SOW with a deliverable table.
Project Plans
Generate a structured project plan that mirrors your Wrike folder hierarchy, phases, and workstreams.
Close-Out & Handover Reports
Summarize a completed project into a close-out report with outcomes, effort spent, and final status.
How to Generate a Project Document from Wrike (Step by Step)
Add a Wrike Table to your template
One template covers an entire project
Design your template in Word, PowerPoint, Google Docs, or Google Slides, then add a Wrike Table where the task list, deliverable schedule, or milestone breakdown belongs. The Wrike Table pulls the tasks from the project folder into the document as a table, and filters control which tasks appear, so a fifty-task project renders as cleanly as a five-task one.
Map folder and hierarchy data
Project structure carries into the document
Map folder name, description, and recursive child-task fields into your template. Because TurboDocx reads the folder hierarchy, a project with phases and workstreams in Wrike becomes a document with matching headings and nested content. Add AI variables for a written project overview or executive summary.
Trigger at a project milestone
Kickoff, phase gate, or completion
Tie generation to a folder-level custom status such as "Project Kickoff" or "Project Complete." You can monitor a single project folder, an entire space, or account-wide activity, with recursive subfolder support for nested project structures.
Generate the project document
Attached back to Wrike
TurboDocx rolls the project into a finished DOCX, PPTX, or PDF and attaches it back to the Wrike folder or task. Route it for review, share it with the client, or send it for signature with TurboSign when the document needs sign-off.
The Wrike Table does the heavy lifting
Because the Wrike Table pulls every task in a folder into the document and its filters decide which ones appear, the same project template works whether a project has five tasks or five hundred. For programmatic control over project document generation, the TurboDocx API and SDK expose the same folder-level capabilities.
Frequently Asked Questions
Can I generate a document from an entire Wrike project, not just one task?
Yes. TurboDocx reads folder-level Wrike data, including the folder name, description, hierarchy, and every child task recursively. That means a single template can roll an entire project into one document, such as a project brief or a statement of work that lists every task, owner, and date.
How do I include a list of all tasks in a project document?
Use the Wrike Table feature in your TurboDocx template. The Wrike Table pulls the tasks from the Wrike folder into the document as a table, one row per task, and filters control which tasks appear, so task lists, deliverable tables, and milestone schedules build themselves from live project data.
What project documents can I automate from Wrike?
Common examples include project briefs and kickoff documents, statements of work, project plans, deliverable schedules, and close-out or handover reports. Any document that summarizes a project folder can be templated and generated when a task reaches your trigger status.
Does the project structure in Wrike carry into the document?
Yes. Folder and subfolder hierarchies map into structured document sections, so a project with phases and workstreams in Wrike becomes a document with matching headings and nested content. Recursive subfolder support handles complex project structures.
Keep Exploring
Related guides on Wrike document generation and e-signatures
Turn Your Wrike Projects Into Documents
Book a demo to see how TurboDocx rolls an entire Wrike project into briefs, SOWs, and reports automatically.