Change is inevitable in any business, but managing it in an organized and efficient way can make all the difference. That’s why ClickUp provides a Change Request Template to help you manage change requests quickly and easily.
This template makes it easy for you to:
- Log, track, and prioritize changes
- Identify areas that need improvement for better operations
- Keep on top of multiple requests from different stakeholders
Stay ahead of the curve with ClickUp’s Change Request Template. It's the perfect tool to ensure your team is always ready to handle whatever comes their way!
Benefits of a Change Request Template
Change requests are an essential part of any project, and a template can help guide the process. Having a change request template in place can:
- Ensure that all necessary information is gathered in one place for easy reference
- Help streamline the process by providing a consistent and efficient way to track changes
- Provide a standard format which can be used to evaluate the impact of proposed changes
- Help to ensure that changes are properly documented and communicated to the rest of the team
Main Elements of a Change Request Template
ClickUp's Change Request Template is designed to help you keep track of change requests for projects. This List template includes:
- Custom Statuses: Mark task status such as Assigned Reviewer, For Implementation, Implemented, New Request, and Ongoing Review to stay organized and on top of requests
- Custom Fields: Use 14 different custom attributes such as Scope Impact, Reviewer, Contractor, Other Impacts, and Implementation Date to save vital information about requests and easily visualize request data
- Custom Views: Open 6 different views in different ClickUp configurations, such as the Project Locations, Requests List, Requests Table, Change Request Form, Status, so that all the information is easy to access and organized
- Project Management: Improve change request tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Change Request Template
Making a change request can be a challenging process, so it helps to have a plan and a template to make sure it goes as smoothly as possible. Follow these steps to use ClickUp's change request template:
1. Identify the need for change
Before you start, it is important to identify the need for change. Assess the current situation and decide if the change will help improve the outcome or the process.
Create a Doc in ClickUp to document the current situation and brainstorm potential solutions.
2. Gather the necessary information
Once you have identified the need for change, it is important to gather all the necessary information. This includes the details of the proposed change, the reasons for the change, and any other relevant information.
Use Table view in ClickUp to create a spreadsheet and capture all the necessary information about the proposed change.
3. Establish a timeline
It is important to plan and establish a timeline for the change. This should include deadlines for submitting the request, getting approvals, and implementing the change.
Use the Calendar view in ClickUp to visualize the timeline for the change request.
4. Plan for contingencies
It is also important to plan for any potential contingencies and outline how they will be addressed if they happen.
Use Dashboards in ClickUp to create a contingency plan and keep track of potential risks.
5. Submit and review
Once the change request is complete, submit it to the relevant stakeholders for review and approval. After it is approved, you can move on to the next step.
Use Goals in ClickUp to set a goal for getting the change request reviewed and approved.
6. Implement the change
Finally, you can begin to implement the change. This involves making the necessary changes to the process or product, and testing it to make sure it is functioning correctly.
Use tasks in ClickUp to assign and track the progress of the change implementation.
Get Started with ClickUp's Change Request Template
IT professionals can use this Change Request Template to help everyone stay on the same page when it comes to documenting requests for changes and keeping track of their status.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to manage change requests:
- Use the Project Locations View to save and organize all of the projects that need to be reviewed
- The Requests List View will help you keep track of all of the change requests
- The Requests Table View will give you an overview of the status of each request
- The Change Request Form View will allow you to submit new requests quickly and easily
- The Status View will keep you up to date on the progress of each request
- Organize tasks into six different statuses: Assigned Reviewer, For Implementation, Implemented, New Request, Ongoing Review, to keep track of progress
- Update statuses as requests are reviewed and implemented to keep stakeholders informed of progress
- Monitor and analyze tasks to ensure maximum productivity