Proper Tech Request Pipeline Management

Here’s how to manage the tech request pipeline effectively:

• Set Priorities:
  • Identify and prioritize high-priority requests.
  • Address requests that have been open the longest to prevent backlog.
• Process Steps:
  • Select the Request: Move it to the “In Progress” stage.
  • Update Status: Open the request, add a note, and tag the ticket owner.
  • Communicate: Inform the ticket owner that work is underway and discuss any follow-up items.
  • Maintain Communication: Keep the conversation thread active through inbox notifications.
• Managing Progress:
  • In Progress: Move requests to the appropriate column based on their status:
    • Waiting on Others: If pending further action from others.
    • Stuck: If facing significant issues, add detailed notes.
  • Completion: Drag requests to the “Completed” stage when done.
  • Archiving: Move irrelevant or outdated requests to the “Archive” stage to clear the pipeline.