Request forms
Get the details before you start.
Give clients a form to ask for work. Ask for the details your team needs to get going. Each request lands as a task in their Work plan, with the answers and files attached.
Free for 14 days. No credit card needed.
From form to task
Watch a request come in.
Click a step, or let it play. This one uses the ready-made Blog post form.
What can we help with?
Eight to start with
The usual asks, already written.
Every account starts with these eight request types. Each has its own questions. Use them as they are, change them, or switch off the ones you do not take.
New landing page
A page for an offer, a campaign or an event.
Blog post
An article for your website or newsletter.
Social post
A post or a short series for your channels.
Email campaign
A newsletter, an offer or an announcement.
Design change
A tweak to a design, an ad or a printed piece.
Website edit or bug
Something to fix or update on your site.
Photo or video
A shoot, an edit or a short clip.
Something else
Anything that does not fit above.
Your own forms
Ask for just what you need.
Under Account, Request forms, build a form for all clients. Or build one for a single client from their page. Name it, add a line for its tile, pick a drawing and the Work plan project its tasks go in.
- Up to 30 fields, each with a question, optional help text and a Required switch.
- A choice field takes its options one per line.
- One due date and one priority per form. The due date becomes the task's due date.
- The task's title comes from the form's name and the first short answer, like Blog post: Winter skincare tips.
When they send it
No need to copy it out of an email.
- 1
A task in their plan
In the project the form names, Requests unless you change it, with every answer in the description and the files linked.
- 2
A line in their thread
Their messages show what they sent, so the request sits next to the conversation.
- 3
A note for your team
Your team is told about the new request and which project it went into.
- 4
A status they can follow
Their Requests tab lists everything they sent, each as Submitted, In progress, Done or Declined.
Questions
Questions about request forms.
No. It is off until you switch it on for a client, from their client record. Their Requests section there also shows which forms they get, forms made just for them, and everything they have sent.
Yes. Edit the name, the line on the tile, the drawing, the project its tasks go in and every field. Reset puts a built-in form back the way it ships. Requests already sent keep their own copy of the answers.
Yes. Forms made from a client's record are for that client alone. Forms made under Account, Request forms are for every client, and each can be switched off for the whole workspace or for one client.
Files a client attaches are linked from the task and saved to their Reports too. A file field takes up to ten files.
It follows the task. Not started shows as Submitted, In progress or Client Review shows as In progress, and Completed shows as Done. Declined stays until you reopen it.
You give a reason, which the client reads. The request shows as Declined and its task leaves their plan, kept on your side as Internal only. Reopen puts it back.
No. Only the client's own people send requests. When you preview their portal you see the same form, with a note instead of Send.
What it does not do
- It is not a public form. Only people with a login to the client's portal can send a request.
- Fields do not show or hide based on earlier answers.
- It does not take payments. Quote the work, then send an invoice or a proposal.
Keep exploring
Related.
Try it with one client.
Add some work. Share a file. Ask for feedback. See what your client sees, with your name on it. Free for 14 days. No credit card needed.