Wrike is a project management tool that allows you to create and manage tasks, projects, and teams. One of the features of Wrike is the ability to create request forms, which can be used to collect information from users before they can access certain resources or complete certain tasks. In this article, we will discuss how to make a request form in Wrike.
Step 1: Create a New Task
To create a request form in Wrike, you need to start by creating a new task. Click on the “New Task” button in the top left corner of the screen and enter the details of the task. You can also add any relevant information such as due dates, assignees, and attachments.
Step 2: Create a Request Form
Once you have created the new task, click on the “Request Form” button in the top right corner of the screen. This will open up a form builder where you can create your request form. You can add fields such as text boxes, drop-down menus, and checklists to collect information from users.
Step 3: Customize Your Request Form
After creating the request form, you can customize it by adding a title, description, and instructions. You can also set up rules for each field to ensure that users provide the correct information. For example, you can require that users enter a valid email address or select an option from a drop-down menu.
Step 4: Publish Your Request Form
Once you have customized your request form, click on the “Publish” button to make it available to users. You can then share the link to the request form with users who need to complete it. Users will be able to fill out the form and submit their information directly in Wrike.
Conclusion
Creating a request form in Wrike is a simple process that can help you collect information from users before they can access certain resources or complete certain tasks. By following these steps, you can create a customized request form that meets your specific needs and requirements.