10 Request Form Templates to Help Your Team Succeed

No matter what department you work in or what your title is, one thing is for sure: Someone wants something from you. Whether it’s a major new project or a quick favor for another team, the work requests keep flooding in.

Formal meetings, hallway conversations, instant messages, emails — the biggest problem with these informal, drive-by requests is that you never get all the information you need up front. Chasing down requirements so you can do your job often takes longer than the job itself. And if you don’t get those details at the beginning, an endless cycle of revisions awaits you.

Request forms establish a formal process of asking for things, while providing all the necessary details to get started. When you have everything you need from the start, you can deliver on expectations the first time around, saving yourself some time (and headaches).

We built Wrike Requests so you can keep up with change request management, incoming work, stay organized, and get all the information you need to get the job done. Whether you’re using Wrike templates to build out your next big project or want to build your own request forms, here are 10 common request form samples to help you get started.

1. New Project Request Form

Fields to include:

• Title:
• Department:
• Priority:
• Start date:
• Completion date:
• Budget:
• Stakeholders:
• Project description/goals:

2. Change Request/Issue Resolution Form

Fields to include:

• Issue title:
• Project that issue is related to:
• Issue request date:
• Issue type:
  • Defect
  • Enhancement request
  • Idea
• Issue description:
• Resolution and next steps:

3. Creative Brief

Fields to include:

• Job name:
• Asset type:
• Is this an update or new work?
• If update, link to previous asset:
• Audience:
• Channel:
• Call to action:
• Who approved this request?
• Job description:
• Samples (if any):
• Launch/campaign dependency:
• If dependency exists, Marketo ID:

4. Help Desk Request

Fields to include:

• Date:
• Name:
• Department:
• Platform/operating system:
• Hardware/device:
• Description of problem:
• Priority:

5. New Hire Setup

Fields to include:

• New hire name:
• New hire department:
• New hire role/title:
• New hire start date:
• Hardware requirements:
  • Desk
  • Laptop
  • Headset
  • Phone
  • Swag
  • Other:
• Software requirements
  • Wrike account
  • Salesforce
  • Zoom
  • Adobe Creative Suite
  • Other:

6. Marketing Ops Campaign Request

Fields to include:

• Campaign owner:
• Campaign type:
  • Print
  • Paid ad
  • Email
  • Social media
  • Video
  • Other
• Campaign name:
• Campaign start:
• Campaign end:
• Channels:
• Target audience:
• Campaign objectives:
• Campaign description/additional information:         

7. Expense Reimbursement Request

Fields to include:

• Employee name:
• Employee department:
• Manager name:
• Expense period:
• Business purpose:
• Expense description:
• Total cost:
• Attachments (receipts):

8. PTO Request

Fields to include:

• Employee name:
• Department:
• Manager:
• Start date:
• End date:

9. Security Access Request

Fields to include:

• Employee name:
• Title:
• Department:
• Manager approved?
• Resources requested for access:
• Access level:
• Reason for access:
• Duration:  

10. Office Supplies Request

Fields to include:

• Employee name:
• Department:
• Supplies needed:
• Date needed: (optional)

Check out our full library of templates here.

Is there a request form sample we missed?

Share a template you’d like us to build in the comments.