Operations & Customer Service
Project & Work Request Tracking Setup
Stop losing track of requests, owners, and deadlines. We set up a practical project and work-request workspace on an established platform, test the workflow, and train your team.
- One workspace on an agreed platform
- Projects and tasks with clear owners and statuses
- Native form for internal work requests
- 3 practical team views
- 60-minute team handover session
Delivery: 8–12 business days after scope approval and receipt of required access and inputs.
From incoming request to completed project
When requests live in chats and spreadsheets, no one has a reliable picture of what is moving, blocked, or owned. We configure a practical workspace on an agreed platform so requests enter consistently and authorized teammates can track projects, tasks, and progress. You receive the setup and operating guidance—not outsourced day-to-day project management.
What’s included
What's Included
- Configure one workspace on a suitable existing project-management platform.
- Set up two core workflows: project/task tracking and internal work-request intake.
- Build one reusable project template with task, owner, due-date, and priority fields.
- Configure up to 6 agreed work statuses.
- Configure 3 useful native views, such as list, board, and calendar where supported by the plan.
- Set up one native internal request form connected to a task/request list.
- Invite or configure access for up to 10 team members within the platform’s native capabilities.
- Test request intake, task assignment, and status changes before handover.
- Deliver one 60-minute live training session and a short operating guide.
- Include two consolidated revision rounds within the agreed scope.
Outside the core setup
- Paid platform subscriptions, user seats, and plan-specific feature fees.
- Building custom software or a bespoke application.
- Ongoing project management or task chasing on the client’s behalf.
- Historical data migration; review X-01-10 if relevant.
- Broader client file management and advanced permissions (X-01-09).
- A standalone weekly task tracking system (X-01-02), distinct from included native views.
- External API integrations, cross-platform automation, and advanced custom reporting.
- Unlimited team/department restructuring or extra training beyond the included session.
What we need before setup
- Your chosen platform and a company-owned account with suitable temporary configuration access.
- Examples of project lifecycles, internal request types, and responsible owners.
- Names and roles of up to 10 users; do not share personal passwords.
- Agreement on up to 6 statuses, the project template, and preferred views.
- One point of contact to consolidate approvals, revisions, and acceptance.
- Approval of any external subscription costs required for features unavailable in your current plan.
FAQ
Frequently asked questions
Will you develop custom software?
No. We configure a working system on an agreed, existing platform rather than coding a new application.
Is internal request intake included?
Yes. One native intake form feeding the team’s request or task list is included.
Can we manage multiple projects?
Yes, the reusable template can be used for multiple projects subject to platform limits. The setup includes designing one project template.
Is a separate weekly task board included?
No. Native project views are included; the standalone weekly task board X-01-02 is a separate service.
Are Notion, ClickUp, or Asana subscriptions included?
No. Platform plans, seats, and paid features are billed separately to your organization.
How many users and training sessions are included?
Base access setup covers up to 10 users plus one 60-minute group training session.
Will you migrate historical projects and files?
No. Historical migration is separately scoped; X-01-10 may fit spreadsheet-to-Notion migration.
Do you guarantee team adoption?
We test the configuration and train your team. Ongoing adoption depends on internal leadership and processes and cannot be guaranteed.
Start with a workspace your team can operate
Tell us which tool your team uses and how projects and requests currently arrive. We will confirm the platform fit and implementation scope before finalizing the quote.