Handle new project requests
On this page
Review incoming work
Open Implementation → Projects → Requests. The list can include recent won deals and accepted quotes that have no project yet, requests submitted through the client portal, and requests added by your team.
Use Add request to capture work for review. If you already know the owner and workflow and want to start work immediately, use Create Project.
Accept or decline a request
- Open the request and review what the customer needs.
- If you can take on the work, select Accept. Choose an owner and a job type so the project starts with the right workflow.
- Find the new project on the board and confirm the owner, stage and next step.
- If the work will not go ahead, select Decline. Add a reason when it would help. A client who submitted the request in the portal can see that reason.
See what the client sees
In the client portal, clients can use Ask for new work on the Content plan page. They can review whether each request is waiting, accepted or declined under Your requests.