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Request Management

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RFQs explained: How to write a request for quote (with template)
Project Management 10 min read

RFQs explained: How to write a request for quote (with template)

Ready to write your request for quote (RFQ)? Read our best practices guide, complete with a handy template.

The art of perfecting the design approval process
Creative/Design 7 min read

The art of perfecting the design approval process

Sometimes, the design approval process drags on with no end in sight. But what if it doesn’t have to be that way?

Creative Brief: Definition, Examples, and Template
Marketing 10 min read

Creative Brief: Definition, Examples, and Template

Does your team use a creative brief template? Some creatives say effective templates are the single most important indicator of a project’s success.

How To Create a Fillable Form in Word for Your Clients
Collaboration 7 min read

How To Create a Fillable Form in Word for Your Clients

Need to create fillable forms for your clients? Learn how to create a fillable form in Word with this easy-to-follow guide from Wrike.

RFIs Explained: How to Write a Request for Information
Project Management 10 min read

RFIs Explained: How to Write a Request for Information

Learn how to write a request for information (RFI) and how it differs from RFPs (request for proposal) and RFQs (request for quote).

Top Tips for Change Request Management
Project Management 7 min read

Top Tips for Change Request Management

An efficient change request management process helps avoid delays and budget overrun. Learn more about the change request process with Wrike.

Tips to Create the Perfect Intake Process Template for Project Work
Project Management 10 min read

Tips to Create the Perfect Intake Process Template for Project Work

You’re sold on the benefits of setting up a work intake process template, but you don't know where to start. A well-defined project intake process template eliminates confusion by giving everyone a prescriptive set of steps that must be followed in order to request work from your team.

Customer's Tip of the Day: Cut the Routine Work; Get Your Web Requests Turned Into Tasks Automatically
Project Management 3 min read

Customer's Tip of the Day: Cut the Routine Work; Get Your Web Requests Turned Into Tasks Automatically

We hope that Wrike’s e-mail integration is a time-saver for you and your team.  But do you know that you can also leverage it for working with the requests from web forms? From our customer’s story, learn how you can easily redirect them to Wrike and instantly get all important details logged into the system. Customer’s

How To Combat Marketing Bottlenecks With a Streamlined Intake Process
Project Management 5 min read

How To Combat Marketing Bottlenecks With a Streamlined Intake Process

Eliminate project bottlenecks by improving your marketing intake process. A better client intake process means fewer missed deadlines and less project confusion.

Announcing Enhanced Request Forms with Custom Fields
News 3 min read

Announcing Enhanced Request Forms with Custom Fields

Today, Wrike introduces an enhancement to provide faster, better service. Now, requirements can be collected directly on Request Forms from clients or internal stakeholders, and saved directly to custom fields in a project or task.

5 Best Practices for Managing Incoming Work Requests
Project Management 5 min read

5 Best Practices for Managing Incoming Work Requests

Managing this deluge of requests is time-consuming, unwieldy, and difficult to sustain as your company scales. Follow these best practices to bring order to the chaos of incoming work requests so you can spend more time completing important projects and less time apologizing for dropping the ball.

New: Request Forms for External, Non-Wrike Users
News 3 min read

New: Request Forms for External, Non-Wrike Users

You now have the ability to share your Request forms externally, with non-Wrike users. External forms are especially beneficial for vendors who receive requests from clients in the form of emails, phone calls and the like, or for those who work with external teams that have previously resisted joining Wrike as collaborators.

New: Attach Files to Request Forms
News 3 min read

New: Attach Files to Request Forms

We've added the ability to attach files to Wrike Requests — providing even more clarity and context so you can complete projects faster.

5 Features Your Work Intake Process Tool Should Have
Project Management 7 min read

5 Features Your Work Intake Process Tool Should Have

The right tool can help refine a work intake system for how you and your team accept project requests without additional headaches and hassle. Sound good? We thought so, which is why we’re sharing what to look for when starting your search for a work intake process tool.

4 Signs Your Project Intake Process Is Outdated
Project Management 10 min read

4 Signs Your Project Intake Process Is Outdated

Managing incoming work requests isn't black and white. Here are 4 signs your project intake process are outdated and best practices to launch your team into the future.

How to Manage Ad Hoc Requests Before They Derail Your Marketing Team
Marketing 7 min read

How to Manage Ad Hoc Requests Before They Derail Your Marketing Team

Your team is heads down and focused, working hard to get the job done before a campaign launch. They’re making good progress, and with a little luck, you might actually hit your deadlines. Then suddenly, it strikes... the ad hoc request. The cubicle drive-by, the quick email or chat message, the “Hey, I was going to

How Wrike Uses Wrike Requests to Deliver Content
Leadership 5 min read

How Wrike Uses Wrike Requests to Deliver Content

Wrike Requests now allows us to standardize and prioritize content suggestions that come from other departments. With customized fields and templates, people are able to suggest their ideas and provide all the necessary info we need to execute it.

How to Use Wrike as a Ticketing System
Wrike Tips 5 min read

How to Use Wrike as a Ticketing System

Customer satisfaction, both internal and external, can make or break a company. We'll walk you through how to use Wrike as a ticketing system to show you how to deliver better service to internal partners.

New Automation: Assign the Right Project, Team, and Schedule from Inbound Requests
News 3 min read

New Automation: Assign the Right Project, Team, and Schedule from Inbound Requests

Now, you can set Request Forms to trigger the right project template based on a requester's specific need, captured in a dropdown response. The new project can be aligned with the requester’s preferred start or end date, and you can set the form to add assignees, owners, or folders based on drop-down or checkbox field selections.

Announcing Wrike Requests - a Simpler Way to Manage and Prioritize Work Requests
News 3 min read

Announcing Wrike Requests - a Simpler Way to Manage and Prioritize Work Requests

Wrike Requests speeds up the process of accurate work intake and provides complete control over prioritizing, managing, and tracking work requests. With this new feature, you get the right information every time.

Using Templates in Project Management (Infographic)
Productivity 3 min read

Using Templates in Project Management (Infographic)

When it comes to building out work projects, why reinvent the wheel? Learn how templates can make it easier to stay aligned, collaborate, improve productivity, and win the race.

Announcing New Dynamic Request Forms: Adapt to Different Customer Needs
News 3 min read

Announcing New Dynamic Request Forms: Adapt to Different Customer Needs

New Dynamic Request Forms allow you to capture an initial customer response in a drop down field, then display additional pages and questions to collect targeted requirements.

Wrike's Real-time Collaborative Editor Gets Empowered with Change-Tracking
News 3 min read

Wrike's Real-time Collaborative Editor Gets Empowered with Change-Tracking

Providing a detailed task description is crucial if you want to get the task done right. Real-time collaborative editing of text and tables lets your team work simultaneously, quickly and accurately. But what if some important changes were made to the task description while you were offline? Wrike’s new change-tracking feature leaves no room for

New Wrike Automation: Instantly Turn Requests Into Projects from Templates
News 3 min read

New Wrike Automation: Instantly Turn Requests Into Projects from Templates

Wrike just released an enhancement that brings two powerful features together: Project Templates and Request Forms. Now you can automatically turn inbound requests into perfectly templatized projects.