How to Build a Project Request Board in ClickUp

Delegating duties or asking for assist can generally go away individuals feeling awkward. Whether or not it’s the nervousness of asking the incorrect method or worrying about what another person might imagine, it’s a standard problem within the office.

Even these well-seasoned in handing out assignments may gain advantage from spending much less time speaking the main points. It may be exhausting to maintain observe of the whole lot you’ve mentioned in emails, messages, and conferences—particularly once you lose observe of an attachment, element, or query.

On this article, we’ll stroll you thru the best way to make a mission request board in ClickUp that makes delegating fast and painless.

What Columns Will You Embody on Your Challenge Request Board?

When making a mission request board in ClickUp, the purpose is to save lots of time. You’ll need to make it clear who you are assigning the mission to, once you’d like them to get it finished by, and the precedence stage, in addition to who’s making the request. You’ll be able to rapidly achieve this by including the columns assignee, due date, precedence, and created by to your board.


To-do list in a project management software

In case you’re questioning why the created by column is essential, it’s for 2 causes. It helps your teammates know who to ask in the event that they run right into a query. It additionally lets them know who they’re reporting to in case you have a number of individuals assigning initiatives.

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You’ll be able to’t change who seems within the created by column, so for those who’re creating the duty on behalf of another person, you may make a observe of that within the description.

Moreover, you could discover the assignee column holds one title by default. If you wish to put a couple of individual on a process, you possibly can activate a number of assignees. To take action, click on your profile icon within the bottom-left nook, go to Settings, choose ClickApps, and toggle on A number of Assignees in the choices.

If you wish to convey another person in on the mission who is not actively engaged on it, you possibly can add them as a watcher, or if you need your teammates to assert duties themselves, you possibly can merely go away the column clean.


Associated: ClickUp vs. Asana: Which Is Higher for Challenge Administration?

Along with the 4 columns talked about above, ClickUp provides many others that may assist you to talk mission specifics. For instance, in case your duties are time-sensitive, you might use the date created column to indicate how lengthy it’s been sitting. You could possibly additionally use the time estimate column to present your teammates a heads-up on how lengthy the mission might take.

To determine which columns you need to make use of, take a while to consider the best way your crew already arms out assignments, decide what works, and customise your board to fulfill your wants.

The way to Set Up a Challenge Request Board in ClickUp

Step one in making a mission request board is creating a brand new record in your workspace. To take action, hover over the title of your workspace within the sidebar and click on the add button. Identify your record accordingly.


Subsequent, insert the columns you’d like to make use of in the event that they’re not already there. You’ll discover a lengthy record of them when you choose the add possibility within the prime proper nook of your record. Consider, much less is extra. In case you add an excessive amount of info to your board, it could find yourself complicated your coworkers—particularly these new to mission administration software program.

You’ll additionally need to take a minimal method with statuses. To edit your statuses, hover over the To-do or any standing tab in your board, click on the three dots on the correct, and go to Handle Statuses. Choose customized and create those you’d like to make use of to speak along with your crew.

The instance makes use of to-do, in progress, and full, however you will get extra artistic for those who’d like. In case you’re utilizing the board for claiming initiatives, you could need to use open as a substitute of to-do and have an assigned standing to let your self and others know another person is on it, even when they have not began working but.


List in project management software grouped by status

You could possibly additionally use choices like caught to speak a teammate wants assist, or on maintain to rapidly share {that a} mission is neither in progress nor full.

The way to Work Inside a Challenge Request Board

The thought behind the mission request board is to restrict communication when delegating duties. Not that you just gained’t be sharing particulars or answering questions, however you’re doing so multi functional place, so that you and your crew know the place to seek out the knowledge.

The main points within the columns give the assignee a fast overview of the mission expectations. Moreover, you possibly can put detailed notes inside the duty by clicking its title.

Right here, you’ll discover a place the place you possibly can describe the duty to your teammate, connect information, and talk forwards and backwards within the feedback.


A task card in project management software with a place for a description and comments

You too can add a watcher to the mission by clicking the attention image within the prime proper nook. Doing that is very like CC’ing somebody in an e-mail.

As soon as your teammate begins to work on the duty, they modify the standing to in progress to indicate it’s underway and full after they end. ClickUp routinely hides accomplished duties, however you possibly can view them anytime by clicking present closed within the prime proper nook.


To-do list in project management software grouped by status

Consider, anybody can assign initiatives in ClickUp, so your mission request board will work each methods. That method, in case you have a coworker who wants your assist with one thing, they’ll create a process for you as effectively.

Associated: What Is ClickUp? The Finest Challenge Administration Options

In case you work with a big crew and discover your mission request board is simply too busy, you could need to create separate ones for every division. You could possibly additionally create mission request boards for particular person individuals if your organization has a variety of duties or somebody wants the additional little bit of one-on-one focus.

Moreover, for those who discover you’ve some visible of us in your crew, you could need to add a board view that makes use of a card system instead of a listing.

Get Centered With a Challenge Request Board

Making a mission request board is a fast mission that each freshmen and skilled ClickUp customers can tackle. Utilizing one won’t solely assist to restrict leaping between emails and messages when delegating duties, however it might additionally scale back the period of time you spend in conferences, scheduled or not.

Simply be sure you clarify to your crew the way it works, and allow them to know that they can also request assist from you or one another after they want it.


Computer with a productivity app on display
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