TASK REQUEST INTAKE · Workflow idea
Gather requests in a consistent format and prepare each one for the team that handles it. Keep the requested work, proposed destination, and any missing details together for a person to check.
01 / The starting point
A submitted request describing work that someone wants the team to consider
“Organize the request, suggest the matching team queue using agreed categories, and show it to a reviewer before creating or assigning a task.”
02 / The work
Helps teams collect incoming work requests in one consistent format and prepare them for the appropriate queue.
Gather the description, requested timing, and other information the team needs to understand the proposed work.
Flag unanswered or unclear fields so the requester or a reviewer can resolve them before the team commits.
Use categories the team has agreed on to recommend where the request belongs, without treating a category as a final decision.
Show the request, destination, and any proposed owner or priority to a person who can verify the details.
Wait for an authorized teammate to approve the exact task and destination before adding it to the team’s active work.
Record whether the request was approved, needs clarification, or was declined so it does not silently become assigned work.
03 / The result
A categorized request with its details and proposed destination ready for human approval before it becomes assigned work.
Customer support · Example outcome
A categorized request with its details and proposed destination ready for human approval before it becomes assigned work.
A form response is a request, not approval to create or assign work. A person must check the details, destination, owner, and priority before any task is created or changed.
04 / Make it yours
A few choices shape the work around your team.
Ask for the details needed to assess a request, including a useful description and any team-specific category.
Agree which request categories correspond to which team queues and how ambiguous requests should be handled.
Name who checks new requests and who may approve task creation, assignment, and priority.
Confirm that well-defined requests reach the right reviewer and that missing details stay visible without creating work.