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Request Management

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Creative Brief: Definition, Examples, and Template
Marketing 10 min read

Creative Brief: Definition, Examples, and Template

Does your team use a creative brief template? Some creatives say effective templates are the single most important indicator of a project’s success.

How To Create a Fillable Form in Word for Your Clients
Collaboration 7 min read

How To Create a Fillable Form in Word for Your Clients

Need to create fillable forms for your clients? Learn how to create a fillable form in Word with this easy-to-follow guide from Wrike.

RFIs Explained: How to Write a Request for Information
Project Management 10 min read

RFIs Explained: How to Write a Request for Information

Learn how to write a request for information (RFI) and how it differs from RFPs (request for proposal) and RFQs (request for quote).

Top Tips for Change Request Management
Project Management 7 min read

Top Tips for Change Request Management

An efficient change request management process helps avoid delays and budget overrun. Learn more about the change request process with Wrike.

Tips to Create the Perfect Intake Process Template for Project Work
Project Management 10 min read

Tips to Create the Perfect Intake Process Template for Project Work

You’re sold on the benefits of setting up a work intake process template, but you don't know where to start. A well-defined project intake process template eliminates confusion by giving everyone a prescriptive set of steps that must be followed in order to request work from your team.

Customer's Tip of the Day: Cut the Routine Work; Get Your Web Requests Turned Into Tasks Automatically
Project Management 3 min read

Customer's Tip of the Day: Cut the Routine Work; Get Your Web Requests Turned Into Tasks Automatically

We hope that Wrike’s e-mail integration is a time-saver for you and your team.  But do you know that you can also leverage it for working with the requests from web forms? From our customer’s story, learn how you can easily redirect them to Wrike and instantly get all important details logged into the system. Customer’s background Geo Spa makes it easier for travel agents to quickly find exactly what their clients want. A large variety of tours, honeymoon trips and estate catalogues from more than 2000 Italian travel agencies are collected on two websites maintained by the team. A team of 20 people currently maintains a platform being used by more than 2500 people. Geo Spa Tip: Use automated web forms to save your team’s time Geo Spa’s team uses a simple web form to collect all customers’ requests and the bugs that customers have found on their website. Prior to adopting Wrike, they had to manually sort and process all requests, which took hours of work per week. With Wrike, now all requests get automatically logged into the system as tasks. Moreover, they also get automatically sorted into folders by their type. And this was really easy to do: Whenever Geo Spa customers want to report a bug or ask for a new feature, they fill out the form online, and this data is automatically sent to [email protected]. All you need for that is just to ask your webmaster to add this address into the website source code. If he or she also adds a folder name with a double-colon in the beginning of the e-mail subject line, different requests will get logged into different folders. The system instantly creates a new backlogged or 1-day task (according to the settings in your account admin’s profile). Of course, you can find all of the request details in the task description! Add your web form e-mail address as a secondary e-mail of any user in your account to make him or her the task author, or simply create a new user with this e-mail. According to Geo Spa’s team, it’s handy to keep all requests as backlogged tasks in Wrike, as this way nothing gets lost. The team checks the Activity Stream for updates about new tasks every day and assigns them to colleagues. Then they can easily prioritize them with the drag-and-drop function and plan them, depending on their current workload. As you see, such workflow helps Geo Spa to not miss a single customer’s request. At the same time, it saves the team’s time on manually registering requests, and instead they can start processing them right away. Thanks to such a fast response to clients’ needs, their websites always meet expectations. As a result, more and more people in Italy have started using their service! This approach works great for any type of website request, be it job applications, customers’ contact info or shipping addresses. Do you also have web forms on your site? Let us know what you use them for and if you have tried to integrate them into our project management tool. “Wrike has made our team more organized and productive. Your dashboard helps us to organize and personalize our work at its best, while e-mail integration helps to manage maintenance requests. Collaboration has become much easier!” Massimo Cassandro, Riccardo Cattaneo and Daniele Conti, Geo spa Web Services team

How To Combat Marketing Bottlenecks With a Streamlined Intake Process
Project Management 5 min read

How To Combat Marketing Bottlenecks With a Streamlined Intake Process

Eliminate project bottlenecks by improving your marketing intake process. A better client intake process means fewer missed deadlines and less project confusion.

Announcing Enhanced Request Forms with Custom Fields
News 3 min read

Announcing Enhanced Request Forms with Custom Fields

Today, Wrike introduces an enhancement to provide faster, better service. Now, requirements can be collected directly on Request Forms from clients or internal stakeholders, and saved directly to custom fields in a project or task.

5 Best Practices for Managing Incoming Work Requests
Project Management 5 min read

5 Best Practices for Managing Incoming Work Requests

Managing this deluge of requests is time-consuming, unwieldy, and difficult to sustain as your company scales. Follow these best practices to bring order to the chaos of incoming work requests so you can spend more time completing important projects and less time apologizing for dropping the ball.

New: Request Forms for External, Non-Wrike Users
News 3 min read

New: Request Forms for External, Non-Wrike Users

You now have the ability to share your Request forms externally, with non-Wrike users. External forms are especially beneficial for vendors who receive requests from clients in the form of emails, phone calls and the like, or for those who work with external teams that have previously resisted joining Wrike as collaborators.

New: Attach Files to Request Forms
News 3 min read

New: Attach Files to Request Forms

We've added the ability to attach files to Wrike Requests — providing even more clarity and context so you can complete projects faster.

5 Features Your Work Intake Process Tool Should Have
Project Management 7 min read

5 Features Your Work Intake Process Tool Should Have

The right tool can help refine a work intake system for how you and your team accept project requests without additional headaches and hassle. Sound good? We thought so, which is why we’re sharing what to look for when starting your search for a work intake process tool.