ManyRequests

How To Manage Client Requests?

Here's how you can create time-based (hourly) services

How To Create Time-Based Services

Here's an easy way of switching to Kanban view and utilizing it on your project management.

How to Use Kanban

Conditional rules allow you to create dynamic request forms to tailor to your clients with specific needs.

How To Use Conditional Rules for Your Request Forms

Here's an easy way of switching to Queue view and utilizing it on your project management.

How To Use Queue

Here's an article on how to customize service request forms on ManyRequests.

How To Customize Service Request Forms

Filters are useful for team leaders and project managers to sift through client projects easily.

How To Use Filters

ManyRequests new feature enables team members to use time tracking on requests for transparency.

How To Use Time Tracking

You can create ready-made template responses for speedier communication with clients.

How To Create Canned Responses

With ManyRequests, you are able to add in comments, feedback, or notes - as annotations directly on select attachments.

How To Write Annotations On Attachments

With ManyRequests, you can choose to create Add-on services as additional upsells.

How To Create Add-on Services

Here's an easy way on how to manage notifications

How To Manage Notifications

After each task / request completion, clients will be able to provide feedback.

Client Reviews on Completed Requests

Create Custom Project Statuses Tailored to your Business Process.

How To Create Custom Project Statuses

With ManyRequests, it's easy to have internal discussions with your team on a specific request. Here's how.

How To Add Internal Comments

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

How To Automatically Change Statuses

In this article, we'll show you how to add organization followers on requests.

How To Add Organization Followers

Here's a quick overview of what happens after checkout.

How Can My Clients Submit Requests

In this article, we'll show you how to auto-assign client organization members on their requests.

How To Auto-Assign Followers To Client Requests

In this article, you'll learn how to make your Kanban board more visual by adding cover images to requests.

How To Add Cover Images On The Kanban View

In this article, you'll learn how to correctly use the “Closed” and “Completed” statuses to manage client requests effectively.

What is The Difference Between “Closed” vs “Completed” Status

In this article, you'll learn how clients can save a request as a draft before submitting it to your agency.

How Clients can Create a Draft Request

How to Create Templates and Checklists on Requests

How to Create a Request on Behalf of a Client (Admin)

How to Add Request Numbers

In this article, you'll learn how to use @mentions in ManyRequests to notify clients or team members instantly.

How To Tag or Mention Clients and Team Members

Archiving requests in ManyRequests is done by moving them to a Closed status. This helps keep your workspace organized while preserving records for reporting and reference.

How to Archive Requests

In this article, you'll learn how to control client communication after delivery by making completed requests read-only and preventing additional comments.

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?

Clients can submit requests simply by sending an email. This guide shows how to find your unique request email address and share it with clients.

How to Send Requests via Email

Robin Vander Heyden

Regine Garcia

Client requests

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