📌 Use Case:
Let’s say you run a creative agency managing multiple branding, web, or content projects for clients. Every time you receive a new design request, there’s a set of standard steps your team follows - like kickoff, concept approval, design rounds, client feedback, and delivery.
Instead of typing out these subtasks or checklists for every new request, you want to save time and ensure consistency. ManyRequests allows you to create reusable checklist templates, so every project starts organized and nothing falls through the cracks.
What are Templates and Checklists in Requests?
Checklists/Subtasks: Task lists within each client request, helping you break work into small, manageable steps.
Templates: Pre-saved sets of subtasks/checklists that can be quickly added to any new (or existing) request, so you don’t have to recreate your process every time.
Creating and Using Templates & Checklists
How to Add Subtasks/Checklists to a Request
Select a specific request
Head over to the Checklists tab
Click on "Add Checklist" to create a new checklist
Supply a title to the checklist
Hit the check mark to save
Now, add the checklist items
Once checklist items are added, you can drag to reorder and add users
How to Save Your Checklist as a Template
On the top right of the panel, click on the vertical three dots
From there, you'll see several options, click on Save Template
Add an identifiable name to your template
Once done, this automatically saves the template
How to Apply a Checklist Template to New Requests
On a new request, head to the checklists tab
Click on the vertical three dots on the top right
Select Import from a template
See which template you'd want to apply
Click on Import
Your selected checklist will then be populated
Edit/Rename as you see fit
How to Manage Your Templates
Click on the vertical three dots on the top right panel
Select Manage templates
You can rename, delete, preview, edit the templates made
Any changes made will automatically be saved
💡 Tips
Standardize your agency process: Templates help maintain quality and reduce missed steps (especially as your team grows).
Different templates for different services: Create unique templates for different types of requests, like “Logo Design,” “Landing Page Build,” or “Ad Campaign.”
Duplicate requests with checklists: For recurring projects, you can also duplicate an entire request with all its checklists included.