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Incoming Requests and Approvals Template

Manage incoming requests through the entire lifecycle. Receive requests through a form, manage requests using traffic control and assignee dashboards, and keep track of overall performance using reports.
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Ensure your team has exactly what they need, when they need It

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.

Why you need this template

<h5>Requests come from multiple sources</h5>
Requests come from multiple sources

Use Wrike as your formal request system and make adhering to this process mandatory. This creates a single source of truth for your team and helps you better manage incoming work.

<h5>Missing details waste time</h5>
Missing details waste time

Create a request form in Wrike that has fields for all the relevant information you need to begin your project. With a custom and dynamic request form, you collect all necessary details up front and can even auto-assign projects to the appropriate team member based on the type of request.

<h5>Progress is hard to track and measure</h5>
Progress is hard to track and measure

Wrike’s dashboards make it easy to check the pulse of all your projects at a glance, and see what each team member is working on at any given time.

<p>Ready to try this template in Wrike?</p>

Ready to try this template in Wrike?

Free 14-day trial. Easy setup. Cancel any time.
<p>Ready to try this template in Wrike?</p>

How to use the Incoming Requests and Approvals Template in Wrike

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.

Video preview

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.

FAQ

Anyone can use the incoming requests and approvals template. However, it is especially beneficial for teams where it is normal to undergo multiple review cycles for a deliverable. This often includes design teams or other content teams.

You can use request forms to manage asset requests. Collect the information you need with the request form, then assign the task to team members. This optimizes the request intake process and eliminates the need to schedule follow-up meetings or chase down colleagues via email for more information.

Yes! The incoming requests and approvals template is completely free.

This template improves approval workflows by eliminating endless review cycles and allowing decision-makers and clients to mark up assets for change and give final approval directly within a task.

<p>Ready to try this template in Wrike?</p>

Ready to try this template in Wrike?

Free 14-day trial. Easy setup. Cancel any time.
<p>Ready to try this template in Wrike?</p>

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Incoming Requests and Approvals resources

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