Work requests are a key part of any organisation. It allows the leadership to oversee all current and new work requests across the entire organisation, enabling them to make informed decisions on how to balance and best achieve the different business objectives at the strategic organisational level. Visibility across the project landscape, factoring in both new requests, and enhancements to current projects, allows the management to achieve optimal results for the organisation.



Work Request Process Across The Organisation





Setting up the board for Requests

It all starts with how the board is set up to receive work requests. 



Using the Allow Work Request? field, board owners can set the board in one of three ways: 

  • Owners and Members only - to accept work requests from board owners and members only
    • Only users who are part of the board community can create work requests.
  • Community Requests - to accept work requests from any members in the organisation.
    • Any user will be able to send requests to the board and track the status of the request from My Items page.
  • Limited Work Requests - to accept work requests from any board members and specifically listed members in the organisation.
    • Only users who are part of the board community and listed users in the organisation can create work requests. 





Send a Work Request


The Work Request functionality offers one centralised hub to submit work requests from. It gives requestors the ability to submit the work request online, sending it directly to the board backlog so that it can be evaluated by board managers. 



This creates transparency in the process where the requestors can track the progress of their request and the managers are able to ask for more information, if need be, resulting in a smoother, efficient, and easier process from the request to approval stage. 



In addition, displaying a single source of communication around the request will enable faster responses and reduced manual touchpoint. 


Learn about creating a new work request by clicking here




Manage & Access Work Requests


After a work request has been created, the manager will receive a notification of the new request in the Dot channel. 



Learn about managing a new work request by clicking here