Client Requests & Approvals Target Role: Owner Updated Oct 28, 2026 • 4 min read

How to Manage Client Requests and Intake Briefs

Capture client requests through custom forms and convert them directly into billable Kanban tasks in one click.

Overview

Client requests replace chaotic email chains and WhatsApp threads with a formal intake queue.

Workflow

  1. Client submits a brief via the portal intake form.
  2. Project Managers review the request in Intake → Incoming Briefs.
  3. Click Convert to Task: The request automatically turns into a Kanban task card in the Backlog lane, carrying over descriptions and file attachments.
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