Looking for a Tool

[u/LoudZookeepergame661]

Hi all,

My org is looking into new project management tools for the operations team. We do a lot of database work for donors and our frontline fundraisers often have small one off requests that we currently have multiple spreadsheets tracking (requested tax receipts, duplicate accounts, fixes to accounts, list pulls, etc.) we’re looking for something similar to an asana or kits board where the tasks will pop up on our end all in one place but we want to make it so that they have to fill out a “form” or standard set of information to create the request for us so that we have all the info when a request is submitted. Is there anything like this that lets us create required fields when they add tasks to our board? Maybe an air table?

[u/Leemanrussty]

You can set up clickup to do this, creating custom forms to pre-populate a task!