Articles on: Requests & workflows

Find requests: views, filters and search

Requests is where your team manages all client work. To find a request there, switch the view, filter the list or search it.

Narrow the requests list

Open Requests.
Choose a view: Table for one row per request, Kanban to drag requests between columns, or List to read a conversation next to the list.
Filter by Client, Team, Assignees or Status.
Type in the search box next to the filters.
Sort by a column, for example Deadline, Last active or Request type.
If the request is not there, select the archive icon to look in the archive. Select it again to return to the active list.

Requests in the Table view: the views (2), the filters (3), search (4) and the archive (6).

More filters, columns and shortcuts

+ next to the filters adds more: Created by, Priority, Request type, Service, Last activity, Date created and Deadline. The bin clears all filters.
The columns icon next to the search box shows or hides columns, such as Tasks, Request ID or Created at.
In the table, change the Priority and the Deadline right in the row, without opening the request.
⋯ › Mark all as read clears the unread markers of the whole list, and Mark all as unread brings them back.

Other lists, such as Orders, Clients and the lists in Settings, work the same way: filters, the columns icon and search.

Work on the Kanban board

The Kanban board shows each request as a card. A card shows the client and their team, the title, the status, the priority, the deadline, the checklist progress and the assignees, so most questions are answered without opening the request.

Change the status on the card. Open the status on the card and pick the next one, or drag the card to another column.
Filter the board. The same filters work as in the table, plus Request type above the board.
Assign someone. Select the person icon on the card.

What the columns are depends on how many request types the board shows:

The board shows	Columns
One request type	That type's own statuses, for example New, Waiting for Client, In Progress and Done, grouped under Pending, Active and Completed
Several request types, or all of them	One column per state: Pending, Active and Completed. Each card still shows its own status

So you can keep several workflows on one board, for example a support type and a general type in one Tickets tab, and still see at a glance what is waiting, in progress and done. To see one workflow in full detail, choose a single type under Request type. See Understand statuses and the three states and Organise work into projects, tickets and jobs.

All request types on one board: one column per state.

One request type: its own statuses, grouped under Pending, Active and Completed.

The List view shows the list on the left and the open request next to it.

Tell paid work apart

When a purchase created a request, the Service column shows the service it came from. When a client submitted the request directly, the column is empty. This lets you separate work that was paid for from requests that came in without a purchase. To open the order behind a request, go to the request's Billing tab.

Choose the views your clients get

The views your clients get in the client portal are set on each request tab of their sidebar. Open the sidebar in Settings › Portal › Sidebar content, expand the Requests item and tick the Views clients can use: Table, Kanban or List. Opens on sets the view they see first. A tab can also be limited to some Request types. See Change what is in the client sidebar.

Whether clients can drag requests on the Kanban board, and so change their statuses, is set with Allow clients to rearrange Requests on Kanban board on Settings › Workspace › General.

There are no saved views. To return to a list you use often, filter it again or add a filtered card to your dashboard.

Other lists work the same way

Every list in Zendo has a search box, filters and an archive control, and shows 25, 50 or 100 rows per page. The cards on your dashboard are filtered views of the same lists. Each card has its own filter and a link that opens the full list.

The list of request types also has the filters Contains status and Who can submit. Before you change a request type, check Used by. See Build a dashboard and Follow orders: fulfillment and payment.

Updated on: 09/11/2026

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