Each time you add a new client they are given a dedicated portal for you to manage their work. When it’s created, a new request form is created just for them.

  1. You or your client can click the Add request button in their portal, which will bring up the following page:

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  1. From here they can fill out the details of their request and hit Submit

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    Automation Trigger: A confirmation email will be sent to the request creator.

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    Automation Trigger: The request will automatically be added to their Backlog.

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  2. From there, you can add details to the request’s page, add an assignee, etc.

  3. When you task is ready for client sign-off, change status to Ready for review. This gives your client an opportunity make any edit requests before crossing it off the list.

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    Automation Trigger: The request creator will receive an email notifying them that their request is ready for review.

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  4. When your request work is approved, change the status to Done, and move on to the next.

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    Automation Trigger: The request creator will receive an email notifying them that their request is complete.

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