A request is triaged before it becomes work
Who is involved
| Role | What they do |
|---|---|
| Requester | Files the request as a team member in the app, or through the form's submission address without a login. |
| Project manager | Works the queue. |
Step by step
- Project manager
Creates a request form for the project, public or internal, through the AI Copilot or the integration API.
What they see:The form exists; a public one gets its own submission address.
- Requester
Submits a request.
What they see:A receipt; nothing is placed on the board.
- Project manager
Opens the pending queue.
What they see:The proposal with its details and who sent it.
- Project manager
Accepts it into a column and assigns it, or declines it, snoozes it to a date or marks a duplicate.
What they see:An accepted request becomes a task that references the request; a snoozed one returns on its date.
Who is told what
No alert is raised for a new request; the queue is the place to look. This flow has no screen yet and runs through the AI Copilot and the integration interface.