From office supplies to IT and facilities requests, ClickUp's Facilities Request Form Template is here to make your job as an administrator easier. With this template, you'll have everything you need to:
- Manage requests from all departments quickly and efficiently
- Gather data on request types, priorities, and statuses in one place
- Collaborate with teams to ensure timely completion of requested tasks
The Facilities Request Form Template is the perfect tool for tracking internal requests in a way that's organized, transparent, and collaborative. Streamline your process today!
Benefits of a Facilities Request Form Template
Facilities request forms are essential for businesses and organizations of all sizes. A well-designed form template helps streamline the process of managing requests from customers and employees. Adopting such a form can bring several key benefits, such as:
- Simplifying the process of managing requests
- Saving time and resources by quickly gathering the information needed
- Providing a consistent format for collecting data
- Improving communication between departments and customers
Main Elements of a Facilities Request Form Template
ClickUp's Facilities Request Form Template is designed to help you track and manage facilities requests in one place. This List template includes:
- Custom Statuses: Create tasks with custom statuses such as Approved, Denied, In Review, New Request, and Waiting For Approval to keep track of the progress of each request
- Custom Fields: Categorize and add 9 different custom attributes such as Expected Number of Participants, Requestor Name, Amenities Needed, Event Date, Equipment Needed, and more to save vital information about the request and easily visualize data
- Custom Views: Open 4 different views in different ClickUp configurations, such as Requests Summary, Facilities Request Form, Request Board, and Getting Started Guide so that all the information is easy to access and organized
- Project Management: Improve facilities request tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Facilities Request Form Template
To ensure that facilities requests are handled efficiently and effectively, follow these steps when creating a Facilities Request Form:
1. Identify the purpose of the request
The first step in creating a Facilities Request Form is to determine the type of request that is being made. Is it for a repair, maintenance, or installation? Knowing the purpose will help you determine the type of form required and the information you need to collect.
Create a Doc in ClickUp to record the purpose of the request.
2. Choose the correct form
Once you know the purpose of the request, you’ll need to select the correct form. Different forms are used for different types of requests, so make sure you select the one that best fits the purpose.
Use a Board view in ClickUp to compare different forms and choose the one that best fits the purpose of the request.
3. Set up the form
Now it’s time to start creating your Facilities Request Form. Start by setting up the form with the necessary fields and questions. Make sure to include questions about the request, such as date, location, and urgency.
Use the Table view in ClickUp to create and organize your form.
4. Add instructions
Once you’ve set up the form, add instructions for how the form should be filled out. This will help ensure that the requests are filled out correctly and all necessary information is included.
Create custom fields in ClickUp to add instructions on how to fill out the form.
5. Gather feedback
Before the form is finalized, it’s important to gather feedback from those who will be using it. Ask your team to review the form and provide any suggestions or comments.
Use a shared Doc in ClickUp to gather feedback and suggestions from your team.
6. Finalize and distribute
Once all the feedback is collected, finalize the form and make sure all the necessary information is included. Then, distribute the form to those who will be using it.
Once your form is finalized, use Email in ClickUp to distribute it to those who will be using it.
Get Started with ClickUp's Facilities Request Form Template
Facility managers can use this Facilities Request Form Template to help everyone stay on the same page when it comes to requesting and tracking maintenance, repairs, and other facility needs.
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 facility requests:
- Use the Requests Summary View to quickly view all requests and their statuses
- The Facilities Request Form View will give you a template to quickly and easily submit requests
- The Request Board View will give you a space to discuss and manage requests
- The Getting Started Guide View will provide a step-by-step guide for submitting requests
- Organize requests into five different statuses: Approved, Denied, In Review, New Request, Waiting For Approval, to keep track of progress
- Update statuses as requests progress to keep stakeholders informed of progress
- Monitor and analyze requests to ensure maximum productivity