Work Request Intake Process w/ Form
SERVICE OVERVIEW:
Full setup of work request intake process using Asana forms, including request intake, request management, and request fulfilment.
Full setup of work request intake process using Asana forms, including request intake, request management, and request fulfilment.
DELIVERABLES AND OUTCOMES:
- Discovery meeting: review and standardize necessary intake questions and request info
- Form setup
- Request management setup
- Form and intake process review and dry run testing
- One round of modifications and enhancements
- Team training, either via Zoom call or custom recorded trainings
- Customize dashboard charts to support request oversight and process management
- Q&A
Help resources:
- Recording of the training
- Summarized SOP on how to use the form, manage requests, and report on status and deliverables
YOUR WORK:
- Schedule the discovery call
- Schedule the team training after the workflow is built
ESTIMATED TURNAROUND TIME: Can be scheduled as early as 1-2 weeks from payment.
Regular price
$1,200 USD
Regular price
Sale price
$1,200 USD
Unit price
per