Hello Community 🤗
It’s time for our next use case marathon discussion, and this week, we’re discussing request management for Professional Services.
If you work in Professional Services, you probably receive requests for services, internal and external. You can automate the intake process with Wrike to get all the necessary information easier, track and report on progress, and launch projects faster.
Professional Services Request Management Setup
You can start by creating a clear folder structure for the incoming requests:
You can then create a Request Form with all the necessary questions. It’s also useful to create a workflow with the statuses that tell you and your team how work is (or isn't) progressing on tasks. You can use this workflow for tasks that are created upon the request forms’ submission. It’s also a good idea to monitor your requests with Dashboards and report on overall progress with Wrike’s Reports.
What functionality is being used:
- Folder Structure
- Request Forms
- Custom Fields
Are you using Wrike for capturing service requests? If yes, please share your setup in the comments!
If you don’t do that in Wrike, but would like to learn more about how this could benefit your team, please also let us know in the comments below! 👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover