In-Company Requests

Template

With the new Pipefy In-Company Requests Template you can organize your team’s workflow quickly and effectively. Choose the person responsible, define urgency and follow the progress of your team’s work.

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Template structure

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

Start form

  1. Name
  2. Department
  3. Email
  4. Request details

Assign the task to a staff member

  1. Assignee

Request analysis

  1. Urgency level
  2. Categorize this request

Doing

  1. Request analysis and detail
  2. Request fulfillment due date
  3. Has the request been fulfilled?
    • Yes
    • No

Feedback

  1. Final checklist
    • Request fulfilled
    • Feedback received
    • Ready to archive
  2. Final observations

Done

Welcome aboard

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