Chapter 5 · 5 articles

Approvals and request forms

Follow up on the approvals you asked for, and build request forms that turn requests from colleagues and customers into tasks in a project.

• Follow up on an approval you asked forSee who still has to decide, get notified when the approval is decided and ask again after you have made changes.
• Create a request formBuild a form whose answers become tasks in a project, with the labels, column, assignee and priority you choose.
• Share a request form with people outside your organizationOpen a request form to anyone with the link, so customers can send requests without signing in.
• Send a request through a formFill in a colleague's request form from its link or from a board column, then open the task it creates.
• Handle incoming requestsFind new requests in your inbox, see which form each came from, and pause or delete a form.