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Create Requests

Requests streamline workflows, boost communication, and ensure timely issue resolution, enhancing overall efficiency and accuracy.

Updated over a week ago

Follow these steps to create a new request: input details, specify requirements, and ensure accurate tracking for efficient resolution.

  1. Access Requests: Open the "Work" list from the sidebar menu and select "Requests".

  2. Create New Request: Click on "New" to begin creating a new request.
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  3. Set Priority: In the top right corner, choose the priority level for your request.

  4. Enter Details: Provide essential details such as the request name, description, link it to an asset, and set a due date.

  5. Add Attachments: If you have any relevant images or documents, upload them under the "Documents" tab.
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  6. Save Draft (Optional): If you need to add more information later, click "Save As Draft" to save your progress and return to it when ready.

  7. Submit Request: Once all necessary information is complete, click "Submit" to finalize and submit your request.
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