Sharing a Wrike request form is an effective method for streamlining work processes and efficiently obtaining information. As someone who uses Wrike, I have personally found this feature to be extremely beneficial in my daily tasks. This article will walk you through the steps of sharing a Wrike request form, as well as provide some of my personal tips and perspectives.
What is Wrike Request Form?
Before we dive into the process, let’s quickly understand what a Wrike request form is. Wrike request form is a feature that allows you to create custom forms to collect specific information related to a project or task. It helps you standardize the information you receive, making it easier for team members or stakeholders to provide the necessary details for a request.
Step-by-Step Guide to Sharing a Wrike Request Form
Step 1: Create a Request Form
The first step is to create a request form in Wrike. To do this, navigate to the “Request Forms” section in your Wrike workspace. Click on the “+ Create Request Form” button to start building your form.
When creating the form, think about the specific information you need from the requesters. Custom fields such as text fields, dropdowns, checkboxes, and attachments can be added to the form to gather relevant details. Be sure to give the form a clear and descriptive title that reflects its purpose.
Step 2: Customize Form Settings
Once you have designed the form, it’s time to customize its settings. You can specify who can submit the form, whether it’s limited to team members or open to external stakeholders as well. Additionally, you can choose whether the form submissions should be sent to a specific Wrike folder or assigned to a particular team member.
It’s important to tailor these settings according to your project requirements and team structure. By setting up the right permissions, you ensure that the right people have access to the form and the submitted data.
Step 3: Share the Request Form
Now that your form is ready, it’s time to share it with the intended audience. Wrike offers various ways to share the request form:
- Embedding: You can embed the form directly onto a website or intranet page. This is a great option if you want to provide easy access to the form within your existing communication channels.
- Link Sharing: Wrike generates a unique URL for each form. You can copy this URL and share it via email, chat, or any other communication platform.
- QR Code: Wrike also provides QR codes for each form, which can be scanned by smartphones to access the form instantly. This is particularly useful when sharing the form at physical locations or events.
Choose the sharing method that suits your needs and provides the best experience for the requesters. Consider the preferences and accessibility of your audience when deciding how to share the form.
Personal Tips and Best Practices
Having used Wrike request forms extensively, here are some personal tips and best practices that I’ve found helpful:
- Keep it simple: Try to keep the form as simple and concise as possible. Only ask for the essential information you need to avoid overwhelming the requesters.
- Provide clear instructions: When sharing the form, provide clear instructions on how to fill it out. This will help requesters understand what information is required and improve the quality of submissions.
- Regularly review and update: As your project evolves, it’s important to review and update your request form. Make sure the form fields capture the most relevant information and remove any unnecessary fields that may cause confusion.
Conclusion
Sharing a Wrike request form can greatly enhance your workflow and ensure that you receive the right information from your team members and stakeholders. By following the step-by-step guide and implementing some personal tips and best practices, you’ll be able to create and share an effective request form in no time.
Remember, the key is to tailor the form to your specific project requirements and keep it simple for the requesters. Embrace the flexibility and efficiency that Wrike request forms offer, and you’ll be well on your way to maximizing your productivity and collaboration within your team.