Creating a work request is the first step in formalising an idea, task, or need within your organisation. Whether it’s a new project proposal, a request for additional resources, or an enhancement to an existing initiative, submitting a well-structured work request ensures that all relevant details are captured for evaluation and decision-making.

The process of creating a work request is designed to be intuitive and flexible, accommodating a wide range of use cases — from project intake boards to resource planning and more. By providing key information at the point of submission, you empower stakeholders to review, prioritise, and act on requests efficiently, ensuring alignment with organisational goals.

This guide will walk you through the process of creating a work request, including how to:

• Select the appropriate board or workflow for your request.
• Populate key details to ensure clarity and completeness.
• Submit and track your request through the approval process.

With a clear and consistent process, you can streamline how requests are captured and ensure they receive the attention they deserve. 

Creating a new work request

Requestors are able to send work requests to a board and can collaborate on the tasks during their life cycle, track the process of approval and get real time visibility of progress. 

To create a new work request, click on the global Create button in the top navigation bar, and select New Work Request.

You will be presented with a dialog that includes the two different categories - Community Boards and My Boards. 

1.  Community Boards display all boards that are opened to requests from any members in the organisation.

2.  My Boards display all boards that you are an owner or member of.

• Start by selecting the board you want to send the request to.

• Or alternatively submit a work request from the component on the Homepage for quick access the the submission dialog for the board you want to send the request to.
  
  

• A dialog will appear with the work request form that you need to fill in.
  
  

For more information on how to complete a new task form, click here.

NOTE: The list of fields displayed, depends on whether or not you are an owner or member of the board you are sending the request to. Board owners and members can directly assign the request on creation, or set its status.

Tracking a Work Request

• From the homepage, click on My Items.
• You can track the progress of your requests by navigating to your Sent Items option from the drop-down menu.
  
  

Here you will find a list of all your sent requests. At a glance, you'll be able to see the status of the request and collaborate on the request by using the chat channel. You can also open the task dialog to see more advanced data and add additional information if needed.