Use case: Your agency runs client work in ManyRequests, but internal projects (your own website, newsletter or portfolio) live in another tool. You can track them in ManyRequests too, so your team works from one place.
There are two ways to do it. Pick one, or combine them.
Option 1: Create an internal client account
Create a client account with your agency's name. Requests created for this client are clearly your own work, and you can use every request feature on them: services, forms, checklists, time tracking and reports.
In the left sidebar, go to Users > Clients and click Create client.
Fill in the form:
Name: a name that makes it obvious this is internal, such as your agency's name or "Internal team".
Email address: an agency address that isn't used by a team member or another client, for example a shared operations inbox.
Organization name: your agency's name.
Click Create. When you create a request, select this client to mark it as internal work.
Option 2: Add requests without a client on the Kanban board
On the Kanban board, you can add a request without choosing a client. Clients can't see a request that has no client, so it works as an internal task.
In the left sidebar, click Requests. Open the view menu at the top right (it shows List by default) and choose Kanban.
At the bottom of a column, click Add request. You can also hover over a column header and click the + icon to add the request at the top.
In the quick-add form, type a name in Enter request name. Leave Add client empty. Choose a service with Add service if you want, or leave it empty too.
Click Save or press Enter. The card shows Add client where the client name normally is, so your team can see at a glance that it's internal.
Drag the card from column to column (for example from Submitted to In progress and Completed) as the work moves on.
Good to know
If an internal task turns into client work later, click Add client on the card to assign a client.
To keep notes away from clients on a client request instead, use internal comments: How to add internal comments.
Learn more about the board in How to use Kanban, and change the columns with How to create custom project statuses.
To give your team a quick link to an internal wiki or drive from the sidebar, see How to create an external link (extension).




