Neural Project InstituteProject management certification for the AI era

Templates · Meetings & productivity

Free Work Request Form Template and Intake Log (Sheets, Excel, PDF)

A work request template standardises how people ask your team for work: one intake form with the details you need, and a log to prioritise, assign and track every request.

Written byProject management editorial team
  • Published
  • Google Sheets · Excel · PDF
work request template

Free download · no sign-up

Get the work request template

Pick your level and format: Google Sheets, Excel or a print-ready PDF. Spreadsheets include dropdowns, formulas and sample rows you can overwrite.

Beginner

Essential columns only, one tab. Quick to fill in.

1 tab · 6 columns

GSheetsXExcelPPDF
AdvancedMost popular

The full template with every tab, dropdowns and formulas.

2 tabs · 10 columns

GSheetsXExcelPPDF
Expert

Adds a live dashboard, instructions, revision history and status colours.

2 data tabs + instructions, dashboard and revision history

GSheetsXExcelPPDF

Work Request Form Template preview

Request log
Request #DateRequesterTeamRequest typeDescriptionDue datePriorityAssigned toStatus
WR-0012 Mar 2026SalesCreativeDesignOne-page product sheet13 Mar 2026HighAnaIn progress
WR-0023 Mar 2026HRITAccessLaptop and accounts for new starter9 Mar 2026HighBenNot started
WR-0034 Mar 2026SupportCreativeVideoShort how-to video for portal27 Mar 2026MediumNot started

Sample rows are examples: replace them with your own.

What's included

  • An intake form with nine questions
  • A request log with type, priority, owner, dates and status
  • Works as a creative request or help desk ticket template
  • Request log: Request #, Date, Requester, Team, Request type, Description, Due date, Priority, Assigned to, Status
  • Request form: Field, Your answer

How to use the work request template

  1. Share the Request form tab (or a Google Form based on it) with requesters.
  2. Log each request with a number and date.
  3. Triage weekly: set priority and assign an owner.
  4. Agree due dates with requesters.
  5. Track status and close requests when delivered.

Tips for getting the most from it

  • Make 'why' a required field.
  • Publish your turnaround times.
  • Reject or defer requests openly.
  • Automate intake with a form in your work management tool.

Learn more

Frequently asked questions

What is a work request template?

A work request template is a form and log for submitting, prioritising and tracking requests to a team.

Is this work request template free?

Yes. The work request template is free in Google Sheets, Excel and PDF.

What should a work request template include?

Requester, description, business goal, deliverables, due date, budget, approver and attachments.

Can I use the work request template as a creative request template?

Yes. Add fields for brand, channels and sizes to use it as a creative request template.

Can I use the work request template as a help desk ticket template?

Yes. Change request types to access, bug and hardware to use it as a help desk ticket template.

How do I prioritise requests in the work request template?

Score value and urgency, then set High, Medium or Low priority in the request log.

Can I turn the work request template into a Google Form?

Yes. Copy the questions into Google Forms and send responses to the request log sheet.

Who manages the work request template?

A team lead or coordinator triages and assigns requests.

How does a work request template reduce ad hoc requests?

One intake route gives the team visibility and lets them prioritise fairly.

Can I download the work request template as a PDF?

Yes. Use the PDF button to print the work request form.

What is the difference between the beginner, advanced and expert work request template?

The beginner work request template keeps only the essential columns on one tab; the advanced version is the full template with every tab, dropdown and formula; the expert version adds a live dashboard, instructions, revision history and status colours.