Control the chaos!
Project requests are usually made wherever and whenever it’s convenient for your client. But it’s time to put an end to the office “drive-bys”, incomplete emails with unrealistic deadlines, and say “Good riddance!” to sticky notes!
It’s time to take back control by using RoboHead’s project request forms.
*Projects can be created through the RoboHead request form or sent in via email and routed directly into a Project.
Customize for (your) convenience
RoboHead’s customizable project request forms will help your team start off on the right foot.
With unlimited fields and conditional logic, you can capture every detail of your client’s project — whether it’s a simple brochure or a complex campaign — all in one easy-to-use online platform.
Once a request is made, our automated workflows notify the appropriate team members and provide a central place for communications about the request.
Plan and prioritize all upcoming work
In RoboHead, all Project Requests are organized and available for review through one centralized view.
Any team that intakes projects (whether from internal or external parties) will find tremendous value in the simplicity, efficiency, and centralization of RoboHead.
Time for kick-off!
Again, and again, and again…
Do you have projects that have similar tasks, follow a similar schedule, and/or include the same team members? If so, you’ll find significant time savings by using RoboHead’s Project Templates — which will allow you to create projects quickly while also standardizing your workflows.
Three Key Takeaways
The details matter
Having your clients submit a project request form you’ll have all details needed to get a project started.
Requests are managed via a centralized view where you can prioritize projects based on current workloads.
Build delivery lead times into your request form to set expectations for when work can be completed.
Looking for more insight into Project planning?
Find related articles on Project requests and planning in the RoboHead blog.
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Put RoboHead to work for you.
Reduce the time and effort it takes to manage incoming requests and help your teams hit the ground running with RoboHead.
Get in touch for a free customized demonstration based on your team’s existing processes and workflows.
Don’t just take our word for it.
Creative & marketing organizations around the world turn to RoboHead to bring their teams together to produce high-quality campaigns. Discover what our clients and past users have to say about RoboHead on the 4 top trusted review sites for project management software. *RoboHead is highly rated in Project and Resource Management as rated by Software Advice’s 2021 FrontRunner Report, Capterra’s 2021 Digital Market Best Value Reports, GetApp’s Category Leader, and G2’s 2021 Winter, Spring, Summer, and Fall Grid Report.