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Create new (client) folder using request form

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช

    Hello Gina, thanks for reaching out ๐Ÿ™‚

    Right now, when creating a new Request Form, you can create new tasks/projects or duplicate/use blueprint tasks/projects. So the client folders should be pre-created in your case, and then you follow steps 2-4. I think that creating one folder or space for all clients and then putting different clients there as projects might help here. Please let me know what you think! 

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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