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.
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