How To Edit Request Forms In Wrike

How To Articles

Today, I would like to discuss my personal experience regarding modifying request forms in Wrike. Being a consistent user of Wrike for managing my projects, I have discovered that editing request forms is a beneficial function that enhances customization and productivity in my tasks. In this piece, I will lead you through a detailed procedure of editing request forms in Wrike, including my own insights and remarks on the way.

Why Edit Request Forms?

Before we dive into the details, let’s first understand why editing request forms can be beneficial. Request forms are an essential part of project management platforms like Wrike as they allow teams to gather all the necessary information upfront when a new task or project is requested. By customizing request forms, you can tailor them to your specific needs and capture the exact information you require from your team or clients.

Step-by-Step Guide to Editing Request Forms in Wrike

  1. First, log in to your Wrike account and navigate to the project where you want to edit the request form.
  2. Click on the “…” button next to the project name and select “Edit request form” from the dropdown menu.
  3. In the request form editor, you will see a list of predefined fields such as task name, description, due date, etc. You can add, delete, or modify these fields according to your preferences.
  4. To add a new field, click on the “Add field” button. You can choose from various field types such as text, dropdown, checkbox, etc. Enter the label and select the required options for the field.
  5. If you want to delete a field, hover over the field and click on the trash can icon that appears on the right side.
  6. To modify a field, click on it, and you can edit the label, options, or required status.
  7. You can also rearrange the fields by dragging and dropping them to the desired position.
  8. Once you are done editing the request form, click on the “Save” button to apply the changes.

Now that you know the basic steps, let me share some personal tips and tricks that I have learned along the way.

Tip 1: Keep it Simple

When designing your request form, it’s important to keep it simple and straightforward. Avoid overwhelming your team or clients with too many fields or complex instructions. Stick to the essential information required for the task or project and make the form easy to fill out.

Tip 2: Use Conditional Logic

If you have specific requirements that depend on certain conditions, you can use conditional logic in your request form. For example, if a task requires different information based on its priority level, you can create conditional fields that appear or hide based on the selected priority.

Tip 3: Test and Iterate

Once you have edited your request form, it’s crucial to test it before rolling it out to your team or clients. Create a dummy task or project and submit it using the new request form to ensure that all fields are working correctly. If needed, iterate and make adjustments based on feedback.

Conclusion

Editing request forms in Wrike can greatly enhance your project management experience by customizing the information you gather and streamlining your workflow. By following the step-by-step guide and incorporating some personal touches and commentary, you can create request forms that perfectly fit your team’s needs. Remember to keep it simple, use conditional logic when necessary, and test your form before implementation. Happy form editing!