Request Form Tips

There are step by step instructions on how to create Request forms here, for inspiration on the types of requests you can create, read below.

Name your Request

This seems obvious, but it has to be said, try and make the name of your Request form as simple and relevant as possible, this will make it easier for people to know which form to use.

The description field is optional, but especially useful if you’re going to have multiple Request forms.

Default Folder

When someone submits a Request, a task is created, and that task is put in the Folder you select here. You can have one Folder specifically for “IT Requests”, or you can choose a Folder that you regularly work out of, or if you prefer to have things compartmentalized, create a Folder with Subfolders for the different types of Requests people can submit.

You can always change which Folder tasks are created in, so don’t worry too much about the option you choose here.

Assignee

  • If you’re a one-man (or one-gal) operation then you should probably be the assignee.
  • If there are multiple people on your team, leave the field empty or select the best person to handle the type of Request you’re creating. You can also assign to multiple people if needed.

Externally Available Requests

  • If you want people outside of the Wrike account to be able to submit requests, then check the box next to “Make the form available externally”.

We recommend checking this if there are members of your organization (or outside of your organization) who aren’t part of the Wrike account yet who will need to submit Requests. Once you publish the form, you’ll see the external link that you can copy and send out.

Add Fields

Begin adding fields/questions. These are really the meat of your Request, they are what allow you to gather information from users. Some tips when you’re adding fields

    • KISS - Keep it short and sweet! Try to create a form that gathers all the necessary information without overwhelming users.
    • If requests have a tendency to be time sensitive, add a date field and ask users to let you know when the Request should be completed by.
    • Use dropdown fields if you want to limit the types of responses people can choose from.
    • If you have a lengthy form, use Section Headers to break it up a bit.
    • Make sure you map the responses to corresponding sections in the task. Make sure at least one question has a unique identifier that you can map to the title of the task.

 

 

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

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Are there ways of communicating with an external user who filled out the Wrike external form using Wrike, and not email? 

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Spot On Innovative Approach Stellar Advice
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Hi Caissa, thanks for reaching out 🙂

I've been thinking of this - you can also create a question with a required answer for, for example, a phone number so that you have it in the submitted request. 

It would be great if you could provide more details for your use-case, and we might come up with some other way for this 🙌

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

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