How Do I Create Project Request Records?

Hi! I have a board on for keeping track of project requests. While I love seeing all of the information tracked in columns left-to-right (project title, overview, contact, research, etc.), I need to present this information in a friendlier format for my superiors to review each individual project request.

My question is two-fold:

  • Is there a way to create a layout with text boxes linked to specific columns? Please see the attached mock-up below.
  • Each row in my project request table is an individual project request. Is it possible to use the layout to view one project request at a time?

Hey Marc,

  1. Can I ask if our workdocs feature could help with this? Whilst I understand it may not be exactly what you’re looking for, you can embed boards/widgets, and use the filters to pull specific information for each section in your desired layout?

  2. By using the filters in the embedded board you can filter to a specific item!

I’d love to hear your thoughts!

Hi @MarcYuMusic,

I noticed you are interested in providing an easier view on the intake of requests? This is a common request and happy to help!

My recommendation is to use the Item View in the item to make hte informaiton for digestable especially for the request tirage:

  1. Select the start conversation
  2. Add Item View
  3. Add the Desired number of views and select the columns you want in each view.
  4. Arrange the views as seen above

It can look something like below:

Hope this helps! If not feel free to reach out on this and we can go over many other options!

Mike B
Automation Architect

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Thank you, this is exactly what I was looking for! I will start developing my board, and if I run into any further questions regarding this matter, I’ll be sure to reach out.