The work requests template will help your team stay on top of a busy schedule by sorting, streamlining, and storing work requests. Interested in seeing how it works? Just follow these three simple steps in your Wrike workspace.
Step 1: Organize your work requests
The first step is to enter your Wrike homepage, and click “Create Work Request.” This will open up a folder with a number of subfolders, including Work Request Internal (for colleagues), Work Request External (used by customers or clients), and a handy how-to guide.
Work requests are organized in the folders according to details, urgency, assignee, progress status, and more.
Step 2: Create a custom request form
Click the green “+” sign to create a request. That’ll bring you to a page offering two options: Work Request [External] and Work Request [Internal]. Both are designed to collect key information, including name, request type, urgency, and attachments.
You can also add custom fields to this request form to better reflect your own organization’s needs and priorities.
Step 3: Visualize your work request flow
Work requests can be visualized in a list format where overdue dates turn from green to red. You can also use a dashboard or a calendar to help you see upcoming or urgent deadlines at a glance.
Drag and drop requests to different dates, and color-code them to reflect their originators or assignees.
Make Wrike work for you
Wrike provides more than just time-saving templates and expertly designed resources.
Our powerful work management platform offers a range of cutting-edge features that can help you transform your work request process, reduce the risk of overwhelm, and visualize available resources.