Submit a Request Form
Anyone who has access, including a non-Wrike user, can submit a request form, though request forms can only be created in Business and Enterprise accounts.
When you submit a request, Wrike automatically:
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Creates a task or project. Admins specify which item type should be created when setting up the form.
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Populates the task or project with information from the request form fields.
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Adds the task or project to a location in the folder tree.
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Assigns the task to the designated user(s) or adds an owner to the project (if it was specified by the request creator).
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Creates an approval (if specified by the request creator).
Note
Admins can view all saved or published request forms from the Requests tab of the Account Management section.
All Wrike users can submit request forms in the workspace, and non-Wrike users can submit request forms using a link.
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Click the green + in the top right-hand of the workspace next to your profile picture.
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Select Request in the drop-down.
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Select a request form from the list or use Search to find the form you need.
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Fill in the available questions. Questions with an * are required.
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Click Submit.
A task or project is created using the information you entered.
Request forms can be made external, which means they can be sent via a link to non-Wrike users or embedded in a website.
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Go to the link provided or use an embedded form.
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Fill in the available questions. Questions with an * are required.
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Click Submit.
Once a non-Wrike user submits a form they'll receive an email confirmation (provided they included their email address in the form).