Requests are available to Collaborators and Regular and External Users on Business, Enterprise, and Wrike for Marketers accounts.
Wrike Requests consist of two parts: (1) the Request Form Builder which admins can use to create and edit Request forms and (2) submission forms. This page covers the Form submission process in detail, for information on submitting forms see our Create a Request (for admins) page or create an external Request.
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 the Request form fields.
- Adds the task or Project to a location in the Folder tree.
- Assigns the task to the designated user(s) or adds an Owner to the Project (if it was specified by the Request creator).
- Tasks created via Request submission will have the first active status of the Custom Workflow applied to the Folder or Project where they are created.
- Admins can view all saved or published Requests from the Requests tab of the Account Management section.
- You can have branded external Request forms. The same logo used for a branded Workspace is used on external Request forms.
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.
Below are a few examples on how Requests can help your team, but if you want more specific suggestions, check out our blog post: 10 Request Form Templates to Help Your Team Succeed.
- For Marketing: create requests for creative materials, blog posts, or one pagers.
- For IT: create requests for new hardware, to report 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.
Want more information? Watch a short video on how Requests can help your workflow.
All Wrike users can access published Requests through the Workspace. Read below to learn about how non-Wrike users can submit requests.
- Click the plus sign 1 in the Workspace's upper left-hand corner. If you are part of multiple accounts you'll be prompted to select an account.
- Click "Request". 2
- Select the Request form you would like to use. 3
- Fill in the available fields. Fields with an * are required.
- Click “Submit”.
A task or Project is created using the information you entered.
Join Ask the Expert sessions to learn and, more importantly, ask questions. If you're thinking about Requests this session may be helpful for you: