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Template

Intake request template

Capture internal or external requests as tasks — no login required to submit, full traceability for ops.

Includes

What you get

For IT, ops, and shared services teams.

  • Public intake form configuration pattern
  • Triage list with priority and category fields
  • Workflow rules for assign-on-status
  • Notification pattern for watchers
  • Reports for queue age and throughput

Start free

Four steps

  1. Create the intake list

    Define statuses for new, triage, in progress, done.

  2. Publish the form

    Share the link with requesters.

  3. Add automation

    When status hits Review, assign QA or ops lead.

  4. Measure the queue

    Use reports instead of a manual tracker.

Replace the shared inbox spreadsheet

Start free, no card — requests become tasks your team already manages.

Seed your workspace and invite the team.

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