Incoming Requests and Approvals Template

Keeping teams outfitted with the tools and equipment they need is the lifeblood of highly efficient organizations. Managing the back-and-forth communication in a timely and efficient manner requires a high level of organization and visibility, especially as a team scales.

Wrike is the perfect tool for managing a high volume of incoming requests. Through custom request forms, traffic control dashboards, and one-click reporting, you can ensure your team delivers at the highest level of operational efficiency.

The Incoming Requests 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. This request form can be made accessible to external users from 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. After the request has been completed, change the status to complete and make sure to @mention the requester.

We created a couple of reports in this template to give you an overview of how your team is progressing with their requests. To access these reports, click on Reports in the top menu bar.