Submitting Requests

Submit Like a Pro: Your Step-by-Step Guide to Kicking Off a Project 📲

Ready to get your task in motion? 🙌
Submitting a project request is fast, simple, and designed to keep everything organized from the start. This guide walks you through exactly how to create a new request—from selecting the right category to entering your task details and hitting submit. Once it’s in, your request will enter our workflow and our team will take it from there. Let’s get started! 🚀
Project Request Submission Checklist
1. Open the Client Projects Section
Navigate to the "Client Projects" tab in your left sidebar.
2. Click Add Request
Tap the "Add Request" button to begin submitting your task.
3. Choose a Category
Click on "Select a category" to open the dropdown.
4. Name Your Task
Enter a clear, organized name for your task so we know what it’s all about.
5. Open the Request Type Dropdown
Click the category dropdown again to choose the type of request.
6. Select Your Request Type
Pick the request type that best matches your task—this helps us route it to the right team.
7. Follow the On-Screen Instructions
Answer the prompts with clear, detailed info to help us understand your needs.
8. Attach Files if Needed
Upload any supporting files or assets we might need to complete your project.
9. Double-Check Your Info
Review everything to make sure it’s filled out correctly and nothing is missing.
10. Hit Submit
Once everything looks good, click Submit to send it our way.
11. Check the "New Request Submitted" Column
Your request will now show up under "New Request Submitted" on the board.
12. We’ll Take It From There!
Our team will review your request and move it through the workflow.
13. Celebrate Your Organization Skills 🎉
You’ve just submitted your project like a total pro!
  1. 1.
      2. Open the Client Projects Section
      Navigate to the "Client Projects" tab in your left sidebar.
  1. 2.
      2. Click Add Request
      Tap the "Add Request" button to begin submitting your task.
  1. 3.
      2. Choose a Category
      Click on "Select a category" to open the dropdown.
  1. 4.
      2. Name Your Task
      Enter a clear, organized name for your task so we know what it’s all about.
  1. 5.
      2. Open the Request Type Dropdown
      Click the category dropdown again to choose the type of request.
  1. 6.
      2. Select Your Request Type
      Pick the request type that best matches your task—this helps us route it to the right team.
  1. 7.
      2. Follow the On-Screen Instructions
      Answer the prompts with clear, detailed info to help us understand your needs.
  1. 8.
      2. Attach Files if Needed
      Upload any supporting files or assets we might need to complete your project.
  1. 9.
      2. Double-Check Your Info
      Review everything to make sure it’s filled out correctly and nothing is missing.
  1. 10.
      2. Hit Submit
      Once everything looks good, click Submit to send it our way.
  1. 11.
      2. Check the "New Request Submitted" Column
      Your request will now show up under "New Request Submitted" on the board.
  1. 12.
      2. We’ll Take It From There!
      Our team will review your request and move it through the workflow.
  1. 13.
      2. Celebrate Your Organization Skills 🎉
      You’ve just submitted your project like a total pro!