[Usability Testing] Request Forms Design Changes ✍️

Concluída

Hi everyone! 🙂

We’re excited to let you know that our team is planning design and navigation improvements for Wrike’s Request forms. They would love to hear your feedback on their prototypes to make decisions on the future of this functionality.

If you’re: 

  • An advanced user of Request forms 
  • A user who hasn't tried Request forms before but has the right to create Request forms in the account

Then we’d love to speak to you! 

Please pick a time slot on our Product team member’s calendar here

Thanks a lot for helping us shape the future of Wrike’s Request forms! 🙌

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

9
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
32 comentários

🎉 updates to request forms! signed up, and very excited to see what's coming and share our pain points with our current forms. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I've just signed up, thanks Lisa

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I am signed up!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I just booked a meeting :) Thanks Lisa!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Rats!

I can't make any of the available times. Looking forward to hearing about the plans though!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Lisa I'd really like to attend this but the times are all in the middle of the night for New Zealand. Any chance of an Australasia time slot? 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

This is great news! I clicked the link to book a time and it says that it is no longer valid. 

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Lisa I would like to attend but the calendar link isn't working for me.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I'm getting an error ... 

This Calendly URL is not valid.

If you are the owner of this account, you can log in to find out more.
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Lisa, same issue here, calendly link not working for me either but would very much like to attend

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Lisa, also for me Calendly URL is not valid

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Me too would be interested, but it's not working anymore...

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hey folks! Huge thanks for your interest here 💚

We had so many participants that we have no available spots anymore, that's why the link is now disabled. But not to worry, we'll have more opportunities like this in the future and we'll be sharing the exciting updates for Request forms with you for sure 🙌

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

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I'm sorry I missed the signup!

Lisa if you could please pass this feedback along, it'd be really great if forms had if/than functionality. So certain questions would only pop up if you answer a certain question a certain way. That would be a game changer; I hope it's something they are considering. Currently the only way to do this is going to different pages and it makes managing the form clunky and inefficient and filling out the form long and cumbersome. Thanks so much :)

4
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Calendly url not working for me. But I am excited to hear more about it!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Jessie Stith I have a session booked. I'll make sure to mention it. 
This one of the functionalities that I also believed would be a game changer for us!

Here are some of the ideas that I had, if you want you can add to it or upvote 😀
https://help.wrike.com/hc/en-us/community/posts/360028785353-Request-form-Align-with-start-finish-date-in-one-form
https://help.wrike.com/hc/en-us/community/posts/360020648374-Request-Form-Field-visibility-option
https://help.wrike.com/hc/en-us/community/posts/6575960627095-Ability-to-test-Request-forms-in-Draft-mode

3
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I'd also like to add my feature request here:

Request Forms: redirecting depending on variables – Wrike Help Center

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you folks, our team is keeping an eye on this thread 🙌

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

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Another BIG upvote here to any possibility of more robust and intuitive If->Then logic and form design.

Forms become huge and clunky very quickly with a few if->thens added and ends up with lots of pages for the end user to go through, which is slower and not a great overall experience.

Also PLEASE can we have a "preview" button to preview/test the form during building without needing to publish it!

And a vote for clock "time" to be a possible answer - some of our processes are booked via RF at not only a specific date but also specific time, would be great to have a time field that other software we are looping into via the API would recognise as such rather than a text string.

4
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

These are all fantastic feature requests! I upvoted each of the requests linked here. If you have time and agree with the feature, get in there and upvote! It takes 60 upvotes to get an update on the request! At least, that's what I read on one of the requests, so check it out!!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Roxane Carrier thanks! I upvoted everything you sent links to and added more comments. Great ideas.

After perusing some of the other links, it seems there's several different requests for the same if/than functionality we're asking for.

 

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Lisa is there any way to consolidate requests? I'm sure the team is tracking them, but it would be cool to be able to concentrate our upvotes to the main request.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Huge thanks for your continued engagement here, folks! 

Kelly R We don't have a technical way to merge threads on Community. At the same time, it looks like there are some posts tagged here so that everyone can upvote, which is great 🙂

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

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thanks for the links Pietro Poli

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

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I don't recall if our stakeholders posted their requests here, but some of the common requests we receive are:

- Expose the link to the form in the form settings when it is shared with specific people or all account. Currently there's no way to retrieve that link and pass it to the team members in macOS app.

- Be able to collaborate / save progress on large request forms (Marketing uses large briefs and requestors cannot always complete them in one go and might have to save an continue later).

- Hide request forms behind company's SSO to simplify the process for users who do not have Wrike account yet keep the form's content confidential.

 

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you for the additional feedback here, Julia Berzoy

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Lisa, can you add me to the conversation? 

I have a few suggestions:

- Enable a picklist selection to route to a different form while capturing the input thus far from the previous questions.

- Navigate to other "pages" through an outline of the sections on the sidebar. It's so hard to scroll all the way down to the section you want. 

- Allow fields to concatenate and appear as the prefix to the project. For example, someone fills out today's date, business unit, product, and campaign type, and the prefix spits out the date, BU, product, & campaign type abbreviations as the prefix to the project & task titles. 

- I'd like to second Julia Berzoy's suggestion on saving progress as we also use these request forms for campaign briefs.

- Create project with dynamic subprojects based on selections tied to blue prints on the form. For example, someone is requesting a product launch campaign with a tradeshow and ad campaign supporting it. Each of these tactics have very different blueprints tied to them, and it would be difficult to create every combination of request in advance. (hmm - it looks like this got added...)

- Make it easier to tie answers to custom fields.

- I like Roxane Carrier's suggestions: 

  • Request form - Align with start/finish date in one form
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

+1 Zachary Dilworth's suggestion about enabling a picklist selection to route to a different form while capturing the input thus far from the previous questions.

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thanks a lot for adding your suggestions to this thread Zachary Dilworth! Our Product team is keeping a close eye here, so rest assured they are aware of your feedback 👍 

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: [Usability Testing] Request Forms Design Changes ✍️
[this list is visible for admins and agents only]

Alto
Didn’t find what you were looking for? Write new post