File Requests Management
Template
Pipefy’s File Requests Management Free Template allows users to sort requests by type and guides them through all necessary steps in order to ensure that the work was properly done.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Requester
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2. E-mail
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3. Phone
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4. Service
- Personal tax
- Compilation
- Bookkeeping
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5. Description
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6. Attachments
Backlog
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1. Assignee
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2. Is it ready to go?
- Yes
- No
In process
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1. What needs to be done?
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2. Status
- Done
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3. Attachments
Review
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1. Comments
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2. Status
- Reviewed
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3. Attachments
Invoicing
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1. Invoice amount
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2. Invoice