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
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1. Name
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2. Department
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3. Email
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4. Request details
Assign the task to a staff member
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1. Assignee
Request analysis
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1. Urgency level
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2. Categorize this request
Doing
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1. Request analysis and detail
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2. Request fulfillment due date
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3. Has the request been fulfilled?
- Yes
- No
Feedback
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1. Final checklist
- Request fulfilled
- Feedback received
- Ready to archive
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2. Final observations