Use case: you are new to ManyRequests and want a map of everything you can do with client requests, from the first submission to the final review. Start here and follow the links to the step-by-step guides.
Every piece of work a client asks for is a request. You find them all under Requests in the sidebar.
The requests list
The tabs at the top split your requests into Assigned to me, Open, All, Unassigned and Completed. A red dot next to a title means there is activity you haven't seen yet. Use Search and Filters to find a request, and change a request's status or priority straight from the list.
How to use filters: find requests by status, client, service, tag and more
How to customize column views: choose which columns the list shows
How to sort, group and export your requests list: sort and group the list, and export it
How to update multiple requests at once: select several requests and change them together
How to use Kanban: work on a board with one column per status
How to use the requests queue: let clients line up requests beyond their limit
How to use the Workload management feature: see how busy each team member is
How requests are created
How can my clients submit requests: the client side of submitting a request
How clients can create a draft request: save a request and finish it later
How to create a request on behalf of a client: submit a request for a client yourself
How to send requests via email: create requests by sending an email
How to customize service request forms: choose the questions clients answer
How to use conditional rules for your request forms: show questions based on earlier answers
Advanced request form fields: internal, repeatable, billable and dropdown fields
How to clone requests: copy an existing request
Inside a request
Open a request to see its Activity (comments and updates), Details, Files, Checklists and Timesheets. The summary on the right shows the client, service, status, assignees, dates and tags.
How to create custom project statuses: set up the statuses your requests move through
What is the difference between Closed and Completed status: pick the right final status
How to add request numbers: give each request a number
How to use tags for organizations and requests: label and group requests
How to add internal comments: talk to your team without the client seeing it
How to tag or mention clients and team members: notify a specific person in a comment
How to create canned responses: reuse answers you send often
How to schedule responses: send a comment later
How to write annotations on attachments: give feedback directly on a file
How to create templates and checklists on requests: track the steps of a request
How to use time tracking: log time on a request
How to lock comments on completed requests: stop new comments once work is done
How to filter the request activity feed: show only comments, files or updates
Who works on a request and who is notified
How to auto-assign team members to client requests: assign an account manager to every new request
How to add organization followers: keep more client contacts in the loop
How notifications work and how to edit your notification settings: who gets notified and how to change it
Finishing and managing requests
Client reviews on completed requests: ask clients to rate finished work
How to view, restore, and control requests: archive, delete and restore requests
How to export requests, client, and team data: download your data
All request settings are in Settings > Modules and extensions, under Requests. For example, the Automations tab sets the status a request moves to when a client comments (Default status after client comments) or when your team comments (Default status after team or admin comments).