IT Request Forms

Requests are a great feature for IT teams. Below are some tips on the types of Request Forms you can build in Wrike. Read here for things to keep in mind as you create your Requests and here for step-by-step instructions on how to create a Request Form.

Types of Request Forms you can build:

General IT Forms

Purpose: Use this as the only IT form for your organization (makes it easy for people to know which form to fill out) or use it to gather requests about a variety of IT issues in conjunction with other forms about more specific requests/problems.

Types of Fields/Questions to add:

  • Text field allowing users to describe their request
  • Date field allowing users to indicate if the issue is time sensitive
  • Dropdown field allowing users to choose a tool where they’re having an issue (if applicable)

Access Request Forms

Purpose: Default form for people to use if they or someone else needs access to a tool, company resource, or needs to be added to a mailing list.

Types of Fields/Questions to add:

  • Dropdown field so people can choose what tool they need access to
  • Date field asking when the request should be completed by
  • Dropdown field asking if manager approval is required
  • Text field asking for a description of why access is required

Workspace/Computer Troubleshooting

Purpose: Use this form to gather tickets reporting workspace/computer issues, and add fields which help you gather the key information you’ll need to begin addressing the problem.

Types of Fields/Questions to add:

  • Text fields requesting browser versions, computer model/serial number
  • Date field asking when the request should be completed by 
  • Checkbox or text fields asking if the user has tried basic troubleshooting steps (like restarting)

Tool Related Forms

Purpose: Most organizations work with different tools, and people often go to IT when those tools don’t work. Create a form to gather all those types of requests.

Types of Fields/Questions to add:

  • Dropdown field listing the various tools where the user could be experiencing a problem
  • Checkbox or text field asking if the user has tried basic troubleshooting steps
  • A date field if you would like users to be able to add that a request is time sensitive

Organization Specific Issues

Purpose: All organizations have their own common IT programs, create a form for people to report those issues and gather the information you need to begin working on the issue.

Types of Fields/Questions to add:

  • Text field for users to describe the problem
  • Any/all additional fields which will allow you to start working on the problem

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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