Requests

2026-2 Are there out of the box starter Request templates available? Yes, BrightWork 365 comes with starter Request templates that are each associated with a type of project the requestor is interested in using, e.g., Project Tracker, Projec...

2026-2 Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wrong time is the best way to waste valuable time and resources. Pro...

2026-2 Request Tabs Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the related new project that eventuall...

2026-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project ...

This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. If you are using a Version 1 Project Request (deprecated), in order to avoid error messages when trying to save a request, your BrightWork 365 administrator will need to ed...

BrightWork 365 together with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging for use in analysis and reporting purposes. To view Audit History, click the Related...

Introduction Support for legacy templates was removed in BrightWork 365 2026-2. These steps describe how to switch any request that uses the legacy Template model to the newer Request Template model.   These steps assume that you know ...