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ClickUp for clients

How to submit a new request

Learn how to submit a new work request in ClickUp so we can pick it up quickly and get started.

Time
5 minutes
Difficulty
Beginner
You’ll need
A ClickUp account · A clear idea of what you need

Need something new — a page update, a new feature, a design tweak? This guide shows you how to submit a request directly in ClickUp so it lands in the right place and we can act on it straight away.

Quick summary

To submit a new request, create a new task in your designated Requests list in ClickUp. Give it a clear title, describe what you need in the task description, and set the status to New Request (or the equivalent in your workspace). We review the list regularly and will respond within our normal response times.

What you'll need

  • A ClickUp account with access to your project workspace
  • A clear idea of what you need (even rough notes are fine)

Where to submit requests

Your workspace has a dedicated list for new requests — it's usually called Requests, New Work, or Client Requests. Your project manager will have pointed this out during onboarding.

If you're not sure where it is, see Navigating ClickUp as a client, or just email us and we'll point you in the right direction.

ClickUp only lets a guest create tasks in a list they have Full edit permission on. So if you can open the list but there's no way to add a task, that's a permission setting, not a mistake on your part — tell us and we'll change it.

How to create a new request

Navigate to your Requests list. In your Home Sidebar, look under Shared with me for the list labeled Requests (or similar) inside your project.

Start a new task. In the list, click Add task in the Views Bar at the top, or + Add Task below a group of tasks. You can also click Create task in the toolbar at the top of the screen. If you do, make sure the task's location is your Requests list.

Write a clear task title. The title should describe the request in one line. Examples: "Update the team photos on the About page" or "Add a new service — Brand Photography." Avoid vague titles like "Website stuff."

Add a description. Click into the description area and write the details. Include:

  • What you want done
  • Why (context helps us do it right the first time)
  • Any relevant examples, links, or references
  • A deadline, if there is one

Attach any files. If you have images, documents, or screenshots that are relevant, attach them now. See How to attach files & screenshots.

Save the task. Click Save (or Create Task, if you started from the toolbar). The task is now in our queue. You don't need to email us — we'll see it.

Urgent requests

If your request is time-sensitive, say so clearly in the task description and mention the deadline. For genuinely urgent issues (like your site being down), contact us directly — see How to report a problem with your site.

What makes a good request?

A well-written request saves time for everyone. Here's a simple structure to follow:

FieldWhat to include
TitleOne sentence: what you want done
DescriptionWhat, why, any constraints or preferences
DeadlineA real date, or "no rush" — be honest
AttachmentsAny reference material, images, or examples

What happens next?

Once you've submitted the task:

  1. We review new requests regularly (see Our response times & support hours).
  2. Your project manager will respond in the task with a timeline and any questions.
  3. The task status will update as work progresses — from New Request through to In Progress and eventually Needs Approval or Complete.

You'll be notified at each stage. See Managing your ClickUp notifications to control how often you hear from us.

Can I submit requests by email?

We prefer ClickUp for all requests because it keeps everything in one place, nothing gets lost, and the whole team can see the context. If you email us a request, we'll create a ClickUp task on your behalf — but submitting directly is faster.

Common questions

What if I don't have access to a Requests list?

Contact your project manager and they'll set you up. You can also send requests by email and we'll log them for you. What you can do in a list is set by the permission level we give you when we share it, so accepting your invite doesn't change it on its own — just ask and we'll give you what you need. See Getting your ClickUp invite if you're not in the workspace yet.

Is there a limit to how many requests I can submit?

There's no limit to submitting requests. However, the number we can work on at any one time depends on your plan. If you're on a retainer, your project manager will manage the queue and priorities with you.

How do I know if my request has been seen?

We'll leave a comment on the task to acknowledge it. If you haven't heard back within our normal response window, feel free to leave a comment on the task tagging your project manager, or send an email.

Should I create separate tasks for separate requests?

Yes — one task per request. This makes it easy to track each one, prioritize, and update status independently. Combining multiple requests into one task often leads to things getting missed.

What if my request turns into a bigger project?

That's fine. Your project manager will flag it, discuss scope with you, and either adjust your retainer or provide a quote for the additional work. Nothing happens without your agreement.

Need a hand?

If you're stuck, email support@chykalophia.com and we'll help. Include your website address and a screenshot if you can.

Learn more

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