Requests for Work to Add to Accelo

[Tom Barrett]

Hi everyone,

I was wondering what approach people have taken to requesting work internally or externally which they add to Accelo for their teams to deliver.

We are a marketing agency mainly using the projects module and have a centralised team for setting up work. I am looking to improve our current web form which is dated and not very flexible for prioritising requests.

I have not been able to find anything directly in Accelo (which would be my preference) with enough flexibility to ensure I get all the info I need (deadlines, scope of work etc).

The best I have come up with so far is a google form, but I haven't road-tested it yet.

Anyone found a good way to do this in or out of Accelo?

Tom

[Marc Avila]

For Digital Marketing, we create a retainer with a set budget, then link the project so that it pulls from the retainer budget. Then for external requests we use the ticket module and have clients send in an email to our support mailbox which gets picked up in Accelo as a request. That gets turned on into a ticket and linked to the retainer budget. For internal we have people create requests from inside Accelo and that gets converted also to a ticket linked to the retainer. In theory you could still use the google form and have that send an email to Accelo with all the info. 

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Thanks!

Marc Avila CEO, Founder (508) 439-4352 (Boston) (616) 236-0766 (Grand Rapids) ma...@3mediaweb.com 3mediaweb.com Want to chat? Book a meeting  Video: What makes a great website?

[Tom Barrett]

Thanks so much for that info Marc. Really appreciate it!

I am going to give that a try that with the google forms pointing at the requests inbox and see if that gets our booking in of work a bit slicker.

Have a great day

Tom

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Tom Barrett Heads of Operations and Finance Digital 22 01200 545455 tom.b...@digital22.com www.digital22.com Holmes Mill, Clitheroe, UK

[Martin Gamble]

Hey Tom

We also use Google forms directed to a request inbox but have also used an add_in that sends a formatted email notification with a pdf attached to it.

Here's an example 

A new request for a Sunlock Certification has been received. Please create a new job as soon as possible.

Here is the link to the Responses GSheet

Your Details
Company Name	Epho Pty Ltd
Your Name (First Name, Last Name)	Somack Zolghadr
Email	s.zol...@epho.com.au
Phone Number	0415840761
Disclaimer
I/we understand that the Site Specific Array Frame Engineering Certificate is based only on the specifications and measurements that I/we have provided and confirm that Gamcorp Melbourne Pty Ltd and Sunlock Australia Pty Ltd shall have no liability for the accuracy of the information and cannot be held liable for any third-party claims or losses of any damages	Accepted
Project Details
Project Name or Description	GOOD42.3 - AU877 SG Gaming
Site Address	4 Newington Rd, Silverwater NSW 2128, Australia
System Size (in kW)	45
PV Panel Length (in millimetres)	2015
PV Panel Width (in millimetres)	996
SunLock System Type	Flush Mount
Building Details
Roof Height (in metres)	12
Roof Slope (in Degrees)	2.5
Roof Fixing	Pierced Roof Fixing
Pierced Roof Sheeting
Roof Structure Material	Steel
Purlin Spacing (in millimetres)	1150
Steel Purlins
Steel Thickness (mm)	1.5
Addition Information?
Do you have files you want to provide?	Yes
Upload Files
You can upload a maximum of 10 files	File 1 File 2

Sent via Google Form Notifications

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[Tom Barrett]

That is excellent, thanks for the great share Martin. Getting the info in the body of the message will help us to set prioritisation.

Tom

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