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Cross-Team Request Board With Status Rules and Intake Form

Table output

Design an intake board so requests are clear and tracked.

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Design a request intake board in monday.com. Teams that make requests and the team that fulfils them: [REQUESTERS_AND_FULFILLERS]. Typical request types: [REQUEST_TYPES]. Service targets: [SERVICE_TARGETS].

Define the intake form questions (what, why, by when, who is affected, links) with required fields, and columns on the board (status, owner, priority, requested date, due date, type, effort). Write status definitions with entry and exit rules (New, Triage, Accepted, In progress, Waiting on requester, Done, Declined) and the triage criteria and time limit. Provide automation ideas described in plain words (notify the owner on new items, remind after 3 days of no update, ask for a reason when declined), a weekly triage meeting agenda, and a monthly report outline with metrics (requests received, accepted, median time to complete, declined with reasons) and the arithmetic for the median example. Include a message template for declined requests.

Mark monday.com features, column types and automation limits as [VERIFY] for my plan.

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