Request Form Organization

You will start to see organization as a trend in most of my post. But I would love a way to organize the Forms. Maybe have folders for them. We have over 60 forms and sometime navigating is a lot. It would also be nice to organize reports, calendars, and analyze boards as well. I would like to be able to group certain tools together when needed. 

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Yes please! We would also benefit from this. (I think anyone with a reasonably sized Wrike instance would as well.)

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Yes, absolutely yes! Upvoted!! Soraya Noel

Some ways that we've managed our large volume of request forms:

  • We have an internal Wiki page where we use headers and a table of contents separated by team so you can click and be brought to a table for that team's forms (includes likes, descriptions, who owns the form, etc.) - they only downside to this is that it takes extra maintenance especially when we are not alerted necessarily if a new request form has been created or if one was edited 
  • We prefix most of our internal request forms with a team acronym (that we collectively agreed upon) so that the forms on the backend are sorted alphabetically - i.e. all graphics request forms start with [CS], all digital request forms start with [DG], all content request forms start with [CO], etc. 
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I agree.  We have many account wide forms, and the list is a pain to scroll through.

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I agree too...
in this moment I've created a Folder where a CIT Task is used to organize data.
Maybe can help  =)

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Hi folks, thank you for this feedback! 

Our team is aware of this need. Please consider upvoting this similar post too 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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