How to Create a Form in Wrike
- George Apostolov
How to Create a Form in Wrike: step-by-step guide
Click your profile icon.
Access your workspace configuration through 'Settings'.
Navigate to 'Request Forms' to create standardized intake processes.
Select '+ Form' to begin crafting your custom request template.
Add a form title.
Give your form a descriptive name that clearly identifies its purpose.
Expand your form with new fields using the add button to add a question.
Formulate your question to gather specific information from requesters.
Customize this field to capture exactly what your team needs.
Make fields 'Answer required' as needed.
Write clear instructions that guide users on how to answer correctly.
Click 'Publish' to finalize your form and make it available to your team.
Your form is ready to streamline incoming requests. Copy the form link or embed it on your intranet or site.
You've successfully created a request form in Wrike.
Quick answer: To create a request form in Wrike, click your profile icon, access Settings, and navigate to Request Forms. Select + Form, add a title and descriptive name, expand with new fields and questions, set required answers, write instructions, and click Publish to finalize and share the form link.
About this tutorial
Streamline incoming requests by building customized request templates in the app. Follow step-by-step instructions to configure and publish forms. This guide shows how to create a Form in Wrike in 14 steps, starting with "Click your profile icon" and finishing with "You've successfully created a request form in Wrike". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Form in Wrike?
14 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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