ShareFile

Create a blank Request List

Article applies to:

ShareFile Employee users

Create from Project

To create a blank Request List from the Projects menu:

From your ShareFile account, go to Projects.
Select Create project to start a new project. Or, open the project where you want to create the Request List.
From the Project dashboard, go to the Tasks tab.
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.
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:

From your ShareFile account, go to Tasks > Request Lists.
Select Create new. The ‘Start from scratch’ window displays.
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.
Select Create. The Request List is created.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create a blank Request List

Create a blank Request List

Create from Project

Create from Tasks

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