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 create new tasks or projects. In this article, we will discuss how to edit request forms in Wrike.
Step 1: Access the Request Forms
To edit a request form in Wrike, you need to access the request forms first. To do this, click on the “Settings” tab in the top navigation bar and select “Request Forms” from the drop-down menu.
Step 2: Select the Request Form
Once you are on the Request Forms page, you will see a list of all the request forms that have been created in your account. To edit a specific request form, click on the name of the form.
Step 3: Edit the Request Form
After selecting the request form, you can edit it by clicking on the “Edit” button. This will take you to the editing page where you can make changes to the form fields and settings.
Step 4: Add or Remove Fields
To add a new field to the request form, click on the “Add Field” button and select the type of field you want to add. You can also remove existing fields by clicking on the trash icon next to each field.
Step 5: Edit Field Settings
Once you have added or removed fields, you can edit their settings by clicking on the gear icon next to each field. You can change the field name, type, and other settings such as required or hidden.
After making changes to the request form, click on the “Save” button to save your changes. Your edited request form will now be available for users to use when creating new tasks or projects.
Editing request forms in Wrike is a simple process that can be done by accessing the Request Forms page, selecting the form you want to edit, and making changes to the fields and settings. By following these steps, you can create customized request forms that meet your specific needs and requirements.