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How to create and keep track of your requests in Pipefy
How to create and keep track of your requests in Pipefy
Grazi Sabatini avatar
Written by Grazi Sabatini
Updated over a week ago

👤 For guests

🔐 Available on all plans

🎯 For those who want to receive standardized information in their processes

⏩ Content Summary

Learn how to create and keep up with requests as a guest on Pipefy:

  • Create a request using portals and forms.

  • Track requisition status.

How do forms work

Forms allow you to request or send information.

Create a request

To create new requests in Pipefy:

  1. Click on Portals, located on the upper left side of the screen.

  2. Explore the page until you find the form you need.

  3. Fill in all required fields.

  4. Click the blue button located at the bottom of the form to submit.

Track requests

To track the status of your requests, go to Tasks & Requests, located at the top of the screen.

Click on each request to see more details or to send a message to the team responsible for them.

All updates and exchanged messages will be saved and available to view in each requisition.

Completed requests will have a different status.

Related Content

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