Jul 9th, 2018. 2 min read
Manage customer requests
We have a Google Form that our internal customers use to request items from our team, such as data analytics, communications, or mail room support. We use Zapier to automatically add form requests to our monday.com request intake board & send an email to our customers letting them know it was received.
From there, our staff review the requests, prioritize, and route them to the appropriate team or project board to fulfill.
Getting started tips
Identify how requests will be entered here and what information you want to capture from your customers.
Identify your "service types".
"Adds transparency over requests coming in"
Why we love this template
It gets requests large or small out of emails or verbal requests, to more evenly distribute across teams. It's very easy for our customers & easy for our staff to keep track!
Without this template I would
Still be stuck operating out of my inbox, with less visibility into internal requests going to my team that are competing with projects and other bigger initiatives.
Hi I'm MJ Kwiatkowski from U-M Shared Services Center and this was my story
Hi I'm MJ Kwiatkowski from U-M Shared Services Center and this is my story, check it out
Support Team Request Intake