Requests
Receive and manage incoming client requests
3 tutorials
Setting Up Your Request Form
Learn how to set up and customize the public request form so clients can submit service requests directly to your TaskLine account.
A complete guide to TaskLine's public /submit-request form — configuring form fields, customizing the experience, and sharing your request form link or QR code with clients.
Managing Incoming Requests
Learn how to navigate your Requests inbox, understand request cards and status badges, and stay on top of new leads.
A walkthrough of the Requests inbox under Jobs — reading request cards, understanding status badges (New, Contacted, Quoted, Pending), and using the dashboard's New Requests section.
Converting Requests to Projects
Learn the complete workflow for turning a client request into a full project — from review to client linking, quoting, and project creation.
A step-by-step guide to the request-to-project workflow: reviewing request details, linking or creating client records, generating quotes and proposals, and creating the project.