Creating a form in Wrike is a simple and efficient way to collect information from your team members or clients. In this article, we will guide you through the process of creating a form in Wrike step-by-step.
Step 1: Log in to Wrike
To create a form in Wrike, you need to log in to your account. If you don’t have an account yet, you can sign up for free at https://www.wrike.com/signup. Once you are logged in, you will be taken to the Wrike dashboard.
Step 2: Create a New Task
To create a form in Wrike, you need to create a new task. Click on the “New Task” button located at the top of the screen. This will open up a new task window.
Step 3: Add Form Fields
In the new task window, click on the “Form” tab. Here, you can add form fields to your task. You can choose from a variety of field types such as text, number, date, and more. Click on the “Add Field” button to start adding fields.
Step 4: Customize Form Settings
Once you have added all the necessary form fields, you can customize the form settings. You can choose whether to make the form mandatory or optional, set default values for fields, and more. Click on the “Settings” tab to access these options.
Step 5: Share the Form
Once you have created your form, you can share it with your team members or clients. To do this, click on the “Share” button located at the top of the screen. You can choose to share the form via email, link, or embed it on a website.
Creating a form in Wrike is a quick and easy way to collect information from your team members or clients. By following these simple steps, you can create a form that meets your specific needs and share it with ease.