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SOP- How to Create Client Request Form

Step-by-step process how to set up a client request form

By Pat Vasquez

Let's get started

1
Once we have the client workspace ready, click on Client Request.GoGo tf
Step #1: Once we have the client workspace ready, click on Client Request.GoGo tf
2
Go to +View
Step #2: Go to +View
3
Click on Form
Step #3: Click on Form
4
Choose Project Intake
Step #4: Choose Project Intake
5
Rename the title of the form [ Name- Client Request Form]
Step #5: Rename the title of the form [ Name- Client Request Form]
6
Change the body of the form [Get the copy from this file- https://docs.google.com/document/d/1qJtqPPX7b1TftKy48uHDK6t8_OIyATVPUFhBQwuYRTc/edit?usp=sharing]
Step #6: Change the body of the form [Get the copy from this file- https://docs.google.com/document/d/1qJtqPPX7b1TftKy48uHDK6t8_OIyATVPUFhBQwuYRTc/edit?usp=sharing]
7
Make sure that the Google link file on the form is the client's google drive
Step #7: Make sure that the Google link file on the form is the client's google drive
8
Edit the necessary questions that is needed for the form.- Project Name
Step #8: Edit the necessary questions that is needed for the form.- Project Name
9
Add- Additional details about the projectAdA
Step #9: Add- Additional details about the projectAdA
10
Add- What is the priority of the project
Step #10: Add- What is the priority of the project
11
Click here
Step #11: Click here
12
Add- Submiter's Email
Step #12: Add- Submiter's Email
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Add- Department [ + Add Questions> Dropdown]
Step #13: Add- Department [ + Add Questions> Dropdown]
14
Add- Department [ + Website, Social Media, Content-PR/Blog]
Step #14: Add- Department [ + Website, Social Media, Content-PR/Blog]
15
Preview the Form and make sure everything is there
Step #15: Preview the Form and make sure everything is there
16
After the form is finalized, Go to Automate. To make sure the request go to the correct task board.
Step #16: After the form is finalized, Go to Automate. To make sure the request go to the correct task board.
17
Set up- Trigger: When task is created from source:form and the if the condition is true: is any of Form Response.
Step #17: Set up- Trigger: When task is created from source:form and the if the condition is true: is any of Form Response.
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> Action should be: Create a task under Client Request List> under status list PREP
Step #18: > Action should be: Create a task under Client Request List> under status list PREP
19
Hit Save.
Step #19: Hit Save.