Hi everyone! 🤗
We are happy to introduce and discuss our next use case - Requirements Management!
- Use Case: Project Requirements Management.
- Can be used by: Any team.
- How to launch: From the space creation dialogue.
- Functionality used: Folders, projects, tasks, custom fields, a report, a request form, dashboards.
- What’s inside: A folder for all requirements plus additional folders where requirements are grouped by customers and by projects; a requirements template, a request form for capturing requirements, four dashboards for tracking differently grouped requirements, a report where requirements are grouped by releases.
- Additional resources:
- What You Need To Know About Requirements Gathering on the Wrike blog.
- What Is a Requirements Traceability Matrix (RTM)? on the Wrike blog.
- How To Write a Business Requirements Document (Template Included) on the Wrike blog.
- How To Carry Out a Requirements Analysis - on the Wrike blog.
Now, let’s take a closer look at the template!
The main folder here is the ‘All Requirements’ folder that comes with example requirements tagged with customer subfolders and projects.
The ‘By Customer’ folder is a useful organization tool that helps to give a quick overview of all requirements for each client. There is also a ‘By Project’ folder.
Another useful folder is ‘zTemplates’ which has a template task for capturing all important requirements info. There is a list of ready-made custom fields here for quick sorting and filtering.
The pre-made request form creates a new task in the ‘All Requirements’ folder after the form is submitted. The template task mentioned above will be used for this request form.
The last important element of this template is the tools section. It comes with four custom dashboards for tracking requirements and a report.
How do you capture and process project requirements? Would you consider using this template for managing them? Please share 👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover