ManyRequests

Let happy clients add a tip after a 4 or 5 star review, charge tax on tips if you need to, and see every paid tip in the Tips report.

How to let clients leave a tip after a review

Every setting in Settings > Modules and extensions > Requests: naming, statuses, queue, views, checklists, time, credits and the request form.

Requests module settings explained

Make request form fields repeatable or billable, add dropdowns and image options, show help text, and how internal fields work.

Advanced request form fields: internal, repeatable, billable, dropdown

Sort the requests list, group it by status, client, organization or team member, show up to 250 rows and export it to Excel.

How to sort, group and export your requests list

Switch a request's Activity tab between All activity and Comments only, and choose which view opens by default for your portal.

How to filter the request activity feed

Select several requests in the list to change their status, assign or unassign team members, or restore them in one go.

How to update multiple requests at once

A map of everything you can do with client requests, with a link to the step-by-step guide for each feature.

How to manage client requests

Sell blocks of hours as one-off or recurring services, roll over unused hours, and see how logged time is deducted from the client's balance.

How to create time-based services

Switch to the Kanban board, move and add requests as cards, manage columns, set cover images and choose Kanban settings.

How to use Kanban

Show or hide request form fields based on the client's answers, with If, State, Value, Do and Fields rules.

How to use conditional rules for your request forms

Let clients line up requests beyond their service's concurrent limit and choose what your team works on next.

How to use the requests queue

Build the request form clients fill in for each service: field types, field options, preview, conditions and templates.

How to customize service request forms

Find requests fast by filtering by client, organization, assignee, status, priority, tags, account manager, due date or deleted requests.

How to use filters

Turn on time tracking, log time with the timer or manually, edit entries and choose what clients see.

How to use time tracking

Save replies your team uses often, organize them in categories, and insert them into request comments and chat messages in one click.

How to create canned responses

Comment on an exact spot of an image, PDF page or video frame, then reply, resolve, sort and compare annotations across file versions.

How to write annotations on attachments

Create one-off or recurring add-ons with one or several prices and quantity selection, and choose the services they appear on.

How to create add-ons

This article is now part of How notifications work and how to edit your notification settings.

How to manage notifications

Turn on client reviews, see how clients rate completed requests, and find reviews on requests, organizations, team members and in the Reviews report.

Client reviews on completed requests

Add, rename, recolor, reorder and delete request statuses from a request or the Kanban board, and learn which statuses have a special role.

How to create custom request statuses

Leave comments on a request that only your team can see, and learn how they work with notifications, scheduling and permissions.

How to add internal comments

You can speed up the process of project management with Automatic Status Changes

How To Automatically Change Statuses

Make client contacts follow every new request from their organization, or add followers to one request at a time.

How to add followers to client requests

What gives a client access to a service, how they submit a request step by step, and the other ways requests can reach you.

How can my clients submit requests

This article is now part of How to add followers to client requests.

How to auto-assign followers to client requests

This article is now part of How to use Kanban.

How to add cover images on the Kanban view

When to use Completed, Closed or Delete, how each one behaves in lists, reviews and comment locking, and how to restore a deleted request.

Completed, Closed and deleted requests

Clients can save a request as a draft, come back to finish it later, or delete it.

How clients can create a draft request

Add checklists to a request, save them as a reusable template and import a template into any request.

How to create templates and checklists on requests

Log a request for a client from the admin side, choose how it is billed, and let team members do the same.

How to create a request on behalf of a client

Turn on request numbers, choose a starting number and see where each request's reference number appears.

How to add request numbers

Use @mentions in request comments to notify clients or team members, and see who appears in the mention list.

How to tag or mention clients and team members

This article has moved: see Completed, Closed and deleted requests.

How to archive requests

Stop clients and team members from posting comments on requests in a Completed or Closed status.

How to lock comments on completed requests

Understand why folder creation is restricted inside Request sections, and how ManyRequests automatically structures folders to match your actual projects and keep your workspace organized.

Why Can’t I Create a Folder Inside Request Folders?

Let clients create requests by emailing your portal's request address, and see how the client and service are chosen.

How to send requests via email

Schedule a request comment to post later, and view, edit, reschedule, send or delete your scheduled messages.

How to schedule responses

Add tags to organizations and requests, filter by them, and choose whether team members and clients can see or manage request tags.

How to use tags for organizations and requests

Restore deleted requests, show up to 250 rows per page, follow priority and due date changes, and control who can delete or reassign requests.

How to view, restore, and control requests

Regine Garcia

Gabriel Lecointere

Client requests

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