Guide

1. Click your profile icon.

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. Add a form title.

6. Give your form a descriptive name that clearly identifies its purpose.

7. Expand your form with new fields using the add button to add a question.

8. Formulate your question to gather specific information from requesters.

9. Customize this field to capture exactly what your team needs.

10. Make fields 'Answer required' as needed.

11. Write clear instructions that guide users on how to answer correctly.

12. Click 'Publish' to finalize your form and make it available to your team.

13. Your form is ready to streamline incoming requests. Copy the form link or embed it on your intranet or site.

14. You've successfully created a request form in Wrike.