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How to use ManyRequests for internal tasks

Track your agency's own projects next to client work, with an internal client account or requests without a client on the Kanban board.

Written by Gabriel Lecointere

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.

  1. In the left sidebar, go to Users > Clients and click Create client.

    Clients page with the Create client button highlighted
  2. 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.

    Create client form filled in for an internal account
  3. 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.

  1. In the left sidebar, click Requests. Open the view menu at the top right (it shows List by default) and choose Kanban.

    View menu open with the Kanban option highlighted
  2. 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.

  3. 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.

    Kanban quick-add form with a request name, and empty Add client and Add service fields
  4. 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.

    Kanban card without a client showing Add client
  5. Drag the card from column to column (for example from Submitted to In progress and Completed) as the work moves on.

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