Add new project requests to team tracking spreadsheet
Add new project requests to team tracking spreadsheet
Your incoming project requests sit only in task lists, causing missed client follow-ups and scheduling gaps. It logs each request to your tracking sheet so project managers can triage same day.
Overview
New job requests that only live in task lists create missed follow-ups and scheduling friction for field teams. This flow captures each request into a central tracking sheet so project managers can triage and assign work the same day, reducing delays before the next shift.