Bring team requests and follow-ups into a shared workspace
Reduce routine chasing by giving requests, project tasks and decisions one clear place to live.
Choose the workspace boundary
Keep client delivery, general operations and people administration in separate workspaces when they need different audiences. All accepted members can read every record in a workspace, including its notes and requests.
Capture the next step
Give each task a project, assignee label, stage and due date. Assignee labels organise the work; they do not create accounts or grant access. Manage membership through the owner-controlled sharing settings.
Keep decisions explicit
Add an ordinary purchase, expense, onboarding or general request with a requester and needed-by date. The owner records an approval or decline and a decision note. Editors cannot change a saved owner decision. This records the decision without carrying out a payment or employment action.
Make follow-up repeatable
An enabled waiting-request rule can create a review task when you save or select Run rules. Check the run history, then export an Excel report or JSON backup for a handover. Rules do not send messages or run while the app is closed.