Sharing a Wrike request form is an easy way to collect information from your team members or clients. In this article, we will guide you through the process of creating and sharing a Wrike request form.
Step 1: Create a Request Form
To create a request form in Wrike, go to the “Requests” tab on your dashboard. Click on the “Create Request” button and select “Form” from the drop-down menu.
Step 2: Customize Your Form
Once you have created a request form, you can customize it to suit your needs. Add fields for the information you want to collect, such as name, email address, and project details. You can also add drop-down menus, checklists, and other types of fields.
Step 3: Share Your Form
To share your request form with others, click on the “Share” button in the top right corner of the screen. You can share the form via email or by copying and pasting a link to the form.
By following these simple steps, you can create and share a Wrike request form with ease. This will help you collect information from your team members or clients in an organized and efficient way.