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.
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.
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.
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.
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.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “Request with Approvals” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is available in all the supported languages.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Request with Approvals“ template, feel free to reach out to the Wrike support team.
