Grouping & Filtering
Grouping and filtering help you find specific requests and keep everything organized, especially if you are sending out a large...
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- Organization & Views
Organization & Views
Streamline your workflow with organizational tools and customizable views. Learn how to name, categorize, and filter requests for better organization.
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Folders
Folders help you organize requests into logical units. For example, you can create dedicated folders for different years, client groups,... -
Views (Grid, Table, Kanban)
Grid and Table views are two different ways in which you can order and display items when viewing requests, clients,... -
Naming conventions
Using a simple naming convention helps you keep requests, files, and folders organized. This is very useful for businesses and...
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