Requests & Approvals

In the bustling environment of small businesses, managing requests and approvals efficiently can be a game-changer. InfoLobby is a versatile project management tool designed to simplify these processes. Let's explore how you can leverage InfoLobby to manage requests and approvals seamlessly within your company.

What is InfoLobby?

InfoLobby is a customizable work management solution that helps teams collaborate and streamline workflows. It combines project management, social collaboration, and CRM capabilities into one platform, making it ideal for small businesses looking to enhance their operational efficiency.

Benefits of Using InfoLobby for Requests and Approvals

1. Centralized Communication: Keep all request-related communications in one place.
2. Custom Workflows: Tailor workflows to suit your specific business needs.
3. Transparency and Accountability: Track requests and approvals in real-time, ensuring accountability.
4. Integration Capabilities: Connect InfoLobby with other tools you use, like email, calendars, and file storage.

Setting Up InfoLobby for Requests and Approvals

1. Create a Workspace

Start by creating a dedicated workspace for managing requests and approvals. This workspace will house all related tables and data.

2. Design Custom Tables

InfoLobby allows you to design custom tables to fit your specific needs. For managing requests and approvals, you might need:

• Request Form: For employees to submit their requests.
• Approval Workflow: To manage the approval process.
• Notifications: To keep everyone informed of status changes.

3. Define Workflow Automations

InfoLobby’s workflow automation capabilities can significantly streamline your processes. Here’s how to set it up:

• Automatic Assignments: Automatically assign requests to the relevant approvers based on predefined criteria.
• Status Updates: Automatically update the status of requests as they move through the approval process.
• Notifications: Set up automated notifications to alert employees and managers of important changes.

Example Workflow

Imagine a scenario where an employee needs to request a new piece of equipment. Here’s how it could work in InfoLobby:

1. Submission: The employee fills out a request form in the Request Form table.
2. Assignment: The request is automatically assigned to the relevant manager in the Approval Workflow table.
3. Approval: The manager reviews the request and either approves or rejects it. The decision is recorded in the table.
4. Notification: The employee receives an automated notification informing them of the decision.
5. Record Keeping: All requests and decisions are stored in InfoLobby, providing a clear audit trail.

Tips for Maximizing InfoLobby’s Potential

1. Training: Ensure all employees are trained on how to use InfoLobby effectively.
2. Regular Reviews: Periodically review and refine your workflows to ensure they remain efficient.
3. Leverage Integrations: Integrate InfoLobby with other tools your business uses to create a seamless ecosystem.
4. Feedback Loop: Encourage employees to provide feedback on the system to continuously improve it.

Conclusion

InfoLobby offers small businesses a powerful platform to manage requests and approvals efficiently. By centralizing communication, customizing workflows, and leveraging automation, you can enhance transparency, accountability, and productivity in your company.