[From Wrike] Work Templates Support in Request Forms is Here! โœ…

Hi everyone ๐Ÿค—

As you may know, we recently announced the release of Work Templates in Wrike Labs. Thanks to everyone who tried this functionality and provided early feedback, it helped our team to prioritize future improvements!ย 

We are now very happy to share an update to Work Templates - they are now supported in Request Forms!ย 

A quick reminder that Work Templates allow you to create fully customizable templates based on regular projects and tasks. They can be tailored to the needs of your whole organization or specific departments and teams. You can pre-configure dates, assignees, locations, define workflows, select which custom field to show, and more to create domain-specific work templates like OKRs, user stories, bugs, requests, etc. Finished work templates can be used by account and space users in their future work.

We view Work Templates as the next generation of Blueprints, where Work Templates provide more customization options and can be used on both space and account levels. They are also easier to manage for admins through the template gallery.ย 

Using Work Templates with Request Forms

Being able to use Request Forms in Wrike with Work Templates was the number one piece of feedback the team received (check out some of your feedback on this post), and weโ€™re very excited that this became a reality ๐Ÿ™‚

This functionality unlocks the ability to use different pre-configured types of work like tickets, requests, campaigns, incidents and more depending on the request type to create real work easily.

Getting Started

First, you need to make sure youโ€™ve enabled Work Templates from Wrike Labs (account admins and owners can do that for the entire account).ย 

If Work Templates are already enabled on your account, youโ€™ll now be able to select them when creating Request Forms.ย 

๐Ÿ“Tip! You can check out this post for the step-by-step guide on how to create templates.ย 

In the Request Form setting dialogue, under the โ€œActions upon submissionโ€ section, youโ€™ll now see the Create task/project from picker, where Work Templates are listed as one of the options:

Please note that account-level Work Templates are available in any Request Form, and space-level Work Templates are available when the form belongs to a specific space.

We recommend checking out this post explaining how to get the best out of this new functionality. It also contains a detailed guide on how to create the task and project-based Work Templates.

A huge thanks to everyone whoโ€™s been providing our team with feedback in relation to this experimental functionality! ๐Ÿ™Œ

We are excited to hear your thoughts about todayโ€™s release! Also, let us know if you have any questions ๐Ÿ‘‡

ย 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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THANK YOU for adding this functionality! Can't wait to try it out and try work templates more now that they can be launched with forms!

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Thank you for adding this functionality. I have been meaning to look more into the work templates as we just use blueprints, so I will have to research more soon.

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I can't wait to test this out!!ย  Yay!!

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Great news! Passing this on to our team! Thanks!

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Good step forward for using work templates

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Thank you for adding this functionality! Helps talk about Wrike functionality with new groups within our company.

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So glad you like the update, everyone ๐Ÿค—

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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YES!!!! This was theย one thing holding me back from using these work templates how I need to. Thank you for making this update, I can't wait to finish building and start using all of these work templates.ย 

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Brittany Stringer ๐Ÿฅณ๐Ÿฅณ๐Ÿฅณ

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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This is an awesome addition! Can't wait to try using it in our new templates!

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Amazing, Aloi Calvert ๐Ÿ˜Š

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Yes! :-)

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Thank you for the enhancement and the support of work templates in Request Forms!

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Thank You,ย I was waiting for the feature using templates in the forms !

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Awesome, this can definitely help streamline incoming requests! Thanks โœ…

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Thank you all for your feedback ๐Ÿค—

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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