1. To kick off, click on "Projects".
2. Open a project.
3. Click on "Settings".
4. Click on "Request".
5. Use request categories and subcategories to templatize and organize your client projects.
6. Click on "Add Category".
7. Set your category name, sub-categories, default assignee & default due date.
8. Scroll to the request form builder and select the category & subcategory you wish to create a form for.
9. When a client submits a task request through the project board, they'll choose from the request forms you build here. Use this space to create clear, detailed forms that collect everything you need up front—so your team can execute faster, with fewer back-and-forths.
10. Drag and drop the different fields to create your form.
11. Click on the element.
