Work requests are a way for you as a project manager or project owner to request certain standard information so you have the right direction needed to create projects after work requests are submittedWork requests are submitted via forms that you can create and customize.

To create work request forms, you'll need the Create and update request forms and approve requests permission for the Workflow app, which allows you to create, edit, and permission work request forms and to approve and deny requests.

On work request forms, you'll define who can submit the form and who can approve requests submitted via the form, as well as permission forms for workgroups or individuals. You can also collaborate with your requesters on the form before request submissions become full projects.

Create work request forms

Work request forms are created from the gear icon in the Settings menu. Simply click Create form, then add a form name. The form will be in draft, or setup, mode until you add form permissions and instructions.

For permissions, add people who can use the form (individuals and workgroups), who can approve requests submitted via the form (individuals and workgroups), and who can see projects created from the form. Click Complete setup when you're done and the form will be ready to use!

Review and approve work requests

Reviewers can manage work requests that have been submitted from Projects > Requests. See a list of project requests that have been sent to you along with requester's initials, if the request is pending or approved, the date it was submitted, and the project's due date.

Click a request to see more details about it, including a description, the requested due date and reason for that date, comments from requesters, and any supporting files or included deliverables. Approve or deny the request, and if approved, convert it into an active project.

Delete forms

Workflow admins can also delete any saved forms that are outdated or that are no longer needed. Those forms can be deleted from the options menu on the Workflows page.