Creating Requests

Learn how to create and manage requests.

Quick Add

Use Quick Add to create a request (or issue) from anywhere.

1. Open Quick Add
2. Choose a project
3. Enter a title (and optional description)
4. Optionally set Due Date
5. Optionally set a Recurring schedule (for repeating work)

From the Dashboard

1. Click New Request button
2. Select a project
3. Enter title and description
4. Set priority and due date (optional)
5. Assign to a team member

From the Client Portal

Clients can submit requests directly:

1. Client logs into their portal
2. Selects the project
3. Fills out the request form
4. Request appears in your inbox

Via Email

With email inbound configured:

1. Client sends email to your project address
2. Email automatically creates a request
3. Attachments are preserved
4. Reply threads sync to comments

Via Slack

Using the Slack integration:

/clienwork request "Fix homepage banner" --project acme-corp

Request Fields

| Field | Description | |-------|-------------| | Title | Brief summary | | Description | Detailed explanation | | Project | Which project it belongs to | | Priority | Low, Medium, High, Urgent | | Due Date | When it should be completed | | Recurrence | Optional repeating schedule for the due date | | Assignee | Team member responsible | | Tags | Custom labels for filtering |

Best Practices

• Write clear, actionable titles
• Include context in the description
• Set realistic due dates
• Break large requests into work items