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.

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template store defaut

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Requester

  • 2. E-mail

  • 3. Phone

  • 4. Service

    • Personal tax
    • Compilation
    • Bookkeeping

  • 5. Description

  • 6. Attachments

Backlog

  • 1. Assignee

  • 2. Is it ready to go?

    • Yes
    • No

In process

  • 1. What needs to be done?

  • 2. Status

    • Done

  • 3. Attachments

Review

  • 1. Comments

  • 2. Status

    • Reviewed

  • 3. Attachments

Invoicing

  • 1. Invoice amount

  • 2. Invoice

Done

Archived

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