Create requests

Plan, assign, and track evidence collection with structured requests that align your team and clients on every deliverable.

[!NOTE] Requests appear on engagement boards and inherit visibility rules so the right audience sees them.

Overview

Requests capture what you need from clients or internal teammates. Each one includes a title, description, status, due date, and assignee so everyone understands the ask. Requests can also spin up supporting document groups automatically when they face the client.

Create a request

Use the request composer anywhere you see New request.

Pick where the request belongs

1. Select the client organization and engagement at the top of the composer.
2. If you opened the composer from an engagement board, these fields are prefilled.
3. Add or select a category to keep similar work grouped together.

Add the details

1. Write a clear title and description. Use bullet points or checklists when helpful.
2. Set the status, due date, priority, and owner.
3. Toggle Share with client when the request should appear in the client portal. Assign a client contact if you want to track who is responsible.
4. Enable Create another to keep the composer open for the next request.

Save and send

• Click Create request to save your changes.
• The new request appears on the engagement board and opens so you can start tracking progress.

Start from a template

1. Open the template picker from the composer.
2. Choose a template to prefill the title, description, and default settings.
3. Make any final edits and save the request.

Templates are a great way to standardize recurring asks across engagements.

Automatic document groups

Client-facing requests automatically include upload areas so recipients can add files right away. Document review requests create separate “Current year” and “Prior year” folders so your team can compare evidence over time without extra setup.

After creation

• Track progress from the engagement board or request overview page.
• Edit titles, descriptions, or properties at any time—changes update instantly for clients and auditors.
• Add related document groups or workpapers as your scope expands.

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