Create a blank Request List

Article applies to:

• ShareFile Employee users

You can create a Request List from scratch in either of the following ways:

• Create a form from the Projects menu.
• Create a form from the Tasks menu.

Create from Project

To create a blank Request List from the Projects menu:

1. From your ShareFile account, go to Projects.

2. Select Create project to start a new project. Or, open the project where you want to create the Request List.

3. From the Project dashboard, go to the Tasks tab.

4. Select **Create request, then select request list. Choose create from blank.

   NOTE:

   Request List can be created using pre-populated templates or using AI.

   

   The 'Create request list' window opens.

5. From the 'Create request list' window:

   1. Enter a Request name
   2. Add a Description with directions for the request (optional)
   3. Set a Due date (optional)
   4. Select Create.

   The request list is created.

Create from Tasks

To create a new Request List from the Tasks menu:

1. From your ShareFile account, go to Tasks > Request Lists.

2. Select Create new. The 'Start from scratch' window displays.

3. From the 'Start from scratch' window:

   1. Enter a Title.
   2. Add a Description with directions for the request (optional)
   3. Set a Due date (optional)
   4. Select a project Location

   NOTE:

   By default, the Request List is created in the Tasks workspace. You can choose to create the task within a project; if no location is selected, the Request List is created as a standalone task. Standalone tasks cannot be moved to a project after creation. If the task should belong to a project, be sure to select the project during creation.

4. Select Create. The Request List is created.