How to Create a Request Form in Wrike

Quick summary

Wrike request forms let teams create standardized intake workflows that capture exactly the information needed before work begins. Once published, a form can be shared via link or embedded on an intranet so anyone can submit structured requests directly into Wrike.

Steps

1. Click your profile icon to open account options.
2. Access your workspace configuration through Settings.
3. Navigate to Request Forms to create standardized intake processes.
4. Select + Form to begin crafting your custom request template.
5. Enter a form title to identify the new form.
6. Give your form a descriptive name that clearly identifies its purpose.
7. Click the Add button to expand your form with new fields and add a question.
8. Formulate your question to gather specific information from requesters.
9. Customize the field to capture exactly what your team needs.
10. Mark fields as Answer required as needed to enforce complete submissions.
11. Write clear instructions in the description to guide users on how to answer correctly.
12. Click Publish to finalize your form and make it available to your team.
13. Copy the form link or embed it on your intranet or site to start collecting requests.
14. Your request form is now live and ready to streamline incoming requests in Wrike.