Designing a form on Wrike is an efficient way to improve your workflow and collect essential data from colleagues and customers. In this guide, I will walk you through the steps of creating a form on Wrike and provide my own suggestions and expertise to make your form stand out.
Step 1: Accessing the Wrike Forms
To start creating a form in Wrike, you need to have access to the Wrike Forms feature. This feature is available in the Business and Enterprise plans. If you don’t have access to it, you can consider upgrading your plan or contacting Wrike support for assistance.
Step 2: Choosing the Form Template
Once you have access to Wrike Forms, you can begin by selecting a form template. Wrike provides a variety of pre-designed templates to choose from, which can save you time and effort. However, if you prefer to start from scratch, you can also create a custom form.
Step 3: Customizing the Form Fields
After selecting a template or creating a custom form, it’s time to customize the form fields according to your needs. Consider the information you want to collect and include relevant fields such as text input, checkboxes, dropdown menus, and file upload options. Remember, keeping the form concise and focused will increase the chances of getting accurate responses.
Step 4: Adding Personal Touches
Now comes the fun part – adding personal touches and making your form unique. Wrike allows you to customize the form’s look and feel by adding your logo, choosing a color scheme that aligns with your brand, and adding a background image if desired. This personalization will not only make your form visually appealing but also create a consistent and professional experience for respondents.
Step 5: Configuring Form Settings
Before sharing your form with others, take a moment to configure the form settings. You can choose whether to collect responses anonymously, require respondents to sign in with their Wrike accounts, or limit the number of responses. Additionally, you can set up email notifications to receive instant updates whenever a response is submitted.
Step 6: Sharing and Collecting Responses
Once you are satisfied with the form, it’s time to share it with your intended audience. Wrike provides multiple sharing options, including direct link sharing, embedding the form on a website, or sending it via email. Choose the method that best suits your needs and start collecting responses.
Step 7: Analyzing and Managing Responses
As responses start pouring in, Wrike makes it easy to analyze and manage the collected data. You can view responses in real-time, export them for further analysis, or even integrate them with other productivity tools using Wrike’s API. Take advantage of these features to gain valuable insights and make informed decisions based on the collected data.
Conclusion
Creating a form in Wrike is a straightforward process that can greatly enhance your collaboration and data collection efforts. By following the steps outlined in this article, you can create a customized form that aligns with your branding and gathers the information you need. Remember to keep the form user-friendly and concise, and regularly analyze the collected responses to make the most of this powerful feature.