A good intake process can make fulfilling a request or launching a new project much easier. In LiquidPlanner, you can add an Intake Form widget on a dashboard to allow team members or external guests to submit new items like urgent IT issues, client feedback, or project requests.
Before building an intake form, you may wish to familiarize yourself with Dashboards.
If external guests or clients will be using the intake form, you'll wan...
Request Update is a convenient way to check in with team members regarding items they own and ask for an update on their work. The Request Update feature sends an email to the task owner(s) that prompts them to update their task.
Using Request Update
On the Projects tab, select the item(s) you want updated.
Go to the Edit Menu (pencil icon) and select Request Update.
This will open the Request Update window (shown below) where you’ll hav...