The Incoming Proofing and Approvals Template demonstrates how to manage a request-based workflow. The template provides a sample request form that can be accessed by clicking the green + button at the top of the interface and choosing it from the list. You can make this request form available to external users in the account management panel.
Fill out the form and submit it to create a new request. New requests are added as tasks in the project. A pre-configured traffic-control dashboard allows you to manage the status of these requests. All users that manage your incoming request should be added to this view.
When a request has been approved, change the status to "Approved" by selecting the request and dragging it to the Approved column. To assign the request to a team member, select it from the list, click Add assignee and select a member of your team. If the person is not in Wrike yet, simply add their email address and an invitation to join Wrike will be sent to them.
The users assigned to work on each request can use the pre-configured assignee dashboard to keep track of their day-to-day work. Assigned tasks will show up in their incoming requests queue.
To review a creative asset, open the image, document, or video attachments directly in Wrike. Use the markup tools to leave comments on any area of an image or at any point in time on a video. Then, you can approve it or request updates.
After the request has been completed, change the status to "Complete" and make sure to @mention the requester. You can change or customize anything to meet your needs.