Request Forms in Wrike
Requests in Wrike consist of two parts: the request form builder, which admins use to create and manage request forms, and submission forms, which allow all users and, optionally, non-Wrike users to submit requests.
When you submit a request, Wrike automatically:
Creates a task or project. Admins specify which item type should be created when setting up the form.
Populates the task or project with information from the request form fields.
Adds the task or project to a location.
Assigns the task to the designated user(s) or adds an owner to the project (if it was specified by the request creator).
Starts an approval process (if specified by the request creator).
Request forms in Wrike exist on two levels: space-level request forms and account-level request forms. They are created and managed by space admins and account admins/owners respectively.
The available question types that you can add to your Request are:
Single line text: one-line response field.
Paragraph: multi-line response field.
Single answer: dropdown list, users can select one option from the list.
Multiple answers: checklist, users can select one or multiple options from the list.
Date: calendar picker, users to select a date.
Attachment: allows users to upload an attachment.
Importance: allows users to set task importance. (Available only for task Request forms).
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Assignee: allows users to select an option from the list of all active account users.
Note
User questions can't be added to external request forms. If you make a form with such questions external, all User questions will be removed automatically.
In addition to questions, you can add section headers to your Request form to help structure your form.
For process owners, requests help simplify your intake workflow and add structure to the request system. For users submitting requests, requests bring clarity to the request process, ensure that requests are added to the appropriate location, and decrease the chances that requests are lost.
Here are a few examples of ways that requests can help your team:
For Marketing: Create requests for creative materials, blog posts, or one-pagers.
For IT: Create requests for new hardware, for reporting software problems, or to ask for access to company software.
For Human Resources: Create requests for new hire desk setup, new job postings, or candidate referrals.
For Developers: Create requests for bug reports, new product features, or technical help.