Wrike Announces Enhanced Request Forms with Custom Fields

Wrike project management software is a comprehensive solution. It helps teams manage projects from the critical start to the defining finish. Indeed, to help its users deliver the needs of their own customers as quickly as possible is its mission. This is now very much possible with the release of its latest enhancements in request forms. Now, people can capture complete customer requirements at the very beginning with custom fields in request forms.

5 Advantages of Wrike Request Forms

Dynamic request forms allow teams to collect all the needed information upfront. The first advantage of Wrike’s request forms is that they deliver a tailored experience in both desktop and mobile environments. Second, users can automatically assign different types of work based on the customers’ responses. Third, they can set start dates or due dates automatically to match the date the customer requested in the form. Fourth, they can monitor the number and types of requests in real-time dashboards. Last, all customer input in custom fields can be collected, managed and displayed using Reports.

Collect Customer Requirements Directly

The new enhancements on the dynamic request forms allow users to collect specific customer inputs through custom fields. This direct data collection is done in one step, eliminating the need to go back and forth with the customer. It is a time-saver, and with all the needed information upfront, work can be started immediately.

Assign Custom Fields Automatically

Wrike request form enhancements now allow teams to capture a variety of input types. It can capture short answer text, paragraph, drop-down item, number, percentage, currency, and dates. These inputs in custom fields can be easily saved and be used in a project or a task. They instantly appear right inside a project or task without having to manually update, move or import data. When in tasks or projects, they can also be automatically assigned to team members, depending on the type of work they belong to. Data is shared securely with team members with the proper access only.

Automate Using Request Forms and Templates

Dynamic request forms with custom fields can bring another level of automation. Based on the drop-down and date field responses, users can even create, assign, and schedule a project automatically with the use of templates. As mentioned, it is an advantage to be able to schedule work automatically that closely matches the customers’ requested date.

Monitor Workflow and Customer Segments

The latest enhancements provide additional data that can be used also on Wrike Reports. Custom field data can be aggregated, filtered and displayed, just like other data. Teams now are able to monitor workflow and specific customer segments using Reports, based on the data collected automatically through request forms. These specific reports can be shared internally or with external partners. They can also be scheduled on a regular basis with notifications to recipients.

Delight customers with a high quality solution

As projects become more complex, project management solutions need to simplify for users. Wrike continues to bring enhancements and innovations to provide a faster and better service. That includes capturing customer needs upfront, setting expectations, and streamlining the work process to deliver a high quality solution. To know more about this feature, or about request forms, custom fields, or project management in general, visit also their Twitter, Facebook, Google+, LinkedIn or Pinterest page for the latest announcements.

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Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com and Bridge24. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.