Leveraging Request Forms to Streamline Project Intake
We have a wide variety of projects that come into our office. To help with intake, we have created numerous request forms that help us ask the right questions for the right audience. This has allowed us to cut down on the amount of emails that get sent back and forth trying to figure out all the details of a potential project.
For example, we created a request form for our Photo/Video requests that get sent directly to their Director. This has allowed people across campus to submit requests for a variety of events/shoots. If our team isn't able to help, they provide a list of freelancers that would fit their needs.
This form asks requestors for all the relevant details like location, type of shoot, time/date, event name, when edited finals are needed, etc. All this information then gets put into Wrike tasks that are then populated into Outlook Calendar so they can see their shoots in a calendar view.
Welcome to the Community Forums, Matilda Redfern! We are glad to know that the request forms have been beneficial for your work in streamlining project intake. Thank you for creating this post and sharing it with our Community 🙂
Rohan V Community Team at Wrike Wrike Product Manager Conviértete en un experto de Wrike con Wrike Discover
Rohan V Wrike Team member Conviértete en un experto de Wrike con Wrike Discover
Matilda Redfern We are looking at creating a number of Intake forms but they will be from various departments, We'd like to create them on our intranet site but haven't figured out a way to call attention to them. We'd like to create a tile/link that says something like How do I.... And when they click on it, it has a drop down with the various intake forms for facilities maintenance request, event request, project proposal request, It Ticket, etc. How did you structure this so people know where to go to request what is needed?