Crafting a request form on Wrike can significantly enhance your project management procedures and aid in collecting all the essential details from your team members or stakeholders. In this guide, I will guide you through the procedure of creating a request form on Wrike and also provide some personal recommendations and tips.
Step 1: Accessing the Wrike Dashboard
First, log in to your Wrike account and navigate to your Wrike dashboard. You’ll find the dashboard on the left-hand side of the screen.
Step 2: Creating a New Folder
Next, create a new folder where you want to store your request form. Click on the “+” button on the top left corner of the dashboard and select “New Folder”. Give your folder a name that reflects its purpose, such as “Request Forms”.
Step 3: Adding a New Task
Inside the folder, click on the “+” button again and select “New Task”. This will open a window where you can enter the details of your request form.
Step 4: Customizing the Task
Give your task a descriptive title, such as “Request Form – [Project Name]”. You can use the task’s description field to provide additional instructions or guidelines for filling out the form.
Step 5: Adding Form Fields
Under the description field, you’ll find the option to add form fields to your task. Click on the “Form” tab and then click on the “Add Field” button. Here, you can choose from various field types, including text, dropdown, checkbox, and date.
For example, if you need to capture the requester’s name, you can add a text field with the label “Name”. You can also mark certain fields as required by checking the “Required” checkbox.
Step 6: Personalizing the Form
To add a personal touch to your request form, you can customize the layout and design. Click on the “Customize” tab, where you can choose a color scheme, add a logo, and adjust the form’s layout. This will make the form feel more aligned with your brand and give it a professional look.
Step 7: Sharing the Form
Once you’ve customized your request form, it’s time to share it with your team or stakeholders. Click on the “Share” button at the top right corner and select the appropriate sharing option. You can choose to share the form as a link, embed it on a website, or send it as an email attachment.
Step 8: Collecting and Managing Responses
As responses start coming in, you can easily manage and track them within Wrike. Each response will be stored as a task, allowing you to assign it, add comments, attach files, and set due dates. This centralized approach makes it easier to keep track of requests and ensures that nothing falls through the cracks.
Conclusion
Creating a request form in Wrike can be a game-changer for your project management workflows. By following these steps, you can create a personalized and efficient form that captures all the necessary information from your team or stakeholders. Don’t forget to customize the form with your own branding elements to add a personal touch. Start using request forms in Wrike today and experience the benefits of streamlined communication and collaboration.