Request Workflow

How requests flow through your team.

Default Statuses

Example: New → In Progress → Completed

Each project can customize statuses (names, colors, and order).

Status Transitions

New

Request just arrived. Not yet triaged.

Actions:

• Assign to team member
• Set priority
• Break into work items

In Progress

Work has started.

Actions:

• Add comments/updates
• Create work items
• Link to issues

Completed

Request fulfilled and closed.

Actions:

• Archive if needed
• Generate summary

Custom Statuses

Create project-specific statuses:

1. Go to Project Settings → Statuses
2. Click Add Status
3. Set name, color, and position
4. Drag to reorder

Automation

Status changes can trigger:

• Slack notifications — Team and clients
• Email alerts — Assignees and watchers
• Webhooks — External systems

Bulk Actions

Select multiple requests to:

• Change status
• Reassign
• Update priority
• Add tags