TL;DR: Hereโs a quick recap of our four Request Form templates designed to streamline team intake: Ticket Submission (structured ticketing with automated routing), Software License Request (upfront procurement data for quick approvals), Product Feedback (centralized customer insights paired with a real-time dashboard), and Campaign Request (smart conditional logic that auto-generates pre-built marketing project workflows). You can install them anytime via your profile picture (Templates & Solutions > Feature focused > Request forms) and easily map them directly to your existing space to prevent duplicate fields!
Hey Community ๐
Weโve had an amazing run spotlighting our Request Form templates on Template Tuesdays! Exploring how these pre-built forms use custom fields, custom item types, and automated routing to streamline team workflows has been great! ๐
In case you missed any of them, here is a quick round-up of the four Request Form templates we covered:
- Ticket Submission Form ๐๏ธ
Replaces informal requests with a structured intake process for internal or external ticketing. It captures issue types, priority levels, requester details, and background context, automatically routing each request using a specialized Ticketing Workflow to keep resolution steps clear.
- Software License Request Form ๐ป
Streamlines software procurement by collecting software names, vendor details, contract durations, and costs upfront. Submitted answers map directly to custom fields (like renewal dates and costs), letting approvers evaluate and act fast without back-and-forth emails.
- Product Feedback Form ๐ก
Centralizes customer insights, usability issues, and feature requests into one structured backlog. It maps user responses straight into custom fields and includes a dedicated Product Feedback Workflow alongside a ready-to-use Feedback Dashboard for real-time visibility.
- Campaign Request Form ๐ฃ
Standardizes intake for marketing campaigns and events. Built-in conditional logic populates specific follow-up questions based on the request type, auto-generating specialized Project Custom Item Types (Go-to-Market Campaign or Event) equipped with pre-populated subtasks for execution from start to finish.
How to Access & Install These Templates
You can explore and install any of these templates directly inside Wrike:
- Click on your profile picture in the top right corner.
- Select Templates & Solutions.
- Under the Feature focused section, select Request forms.
- Search for any template title above and click Use template.
๐ก Note: These templates can be used to create a brand-new space or added directly to an existing one. Check out this article for a step-by-step guide on installing templates into a pre-existing space. Plus, thanks to a recent Wrike Labs release, you can now map template configurations directly to your existing space setup during installation to avoid creating duplicates!
Found this round-up helpful? Let us know by dropping a reaction (๐ Like / ๐ Agree / ๐ก Insightful) or sharing your thoughts in the comments below! ๐
