Request intake

Public forms collect client work without giving clients access to the internal workspace.

  • Ticket Submission creates standalone internal work for general requests.
  • Bug Report creates standalone bug work with reproduction details.
  • Revision Request creates project work and ordered subtasks when shared from a project.
  • Project Intake remains in Requests for review before anyone creates a project.

Client-specific links live on client records. Project-specific Revision Request links live on project records.

Open Requests to review source details, attachments, and the linked internal work item.


Still stuck? Contact Support.