Requests

Requests are the individual units of work in Harbory. They represent tasks, deliverables, or action items that your team works on for clients. All requests are managed through a visual kanban board.

The Kanban Board

The requests page displays a drag-and-drop kanban board with three columns:

Column	Status	Description
Backlog	pending	New or queued requests not yet started
In Progress	in_progress	Work currently being done by your team
Done	completed	Finished and delivered requests

Moving Requests

Drag and drop request cards between columns to update their status. The status change is saved automatically and reflected everywhere — including the client portal.

Request Cards

Each request card on the kanban board shows:

• Title — The name of the request
• Priority — Color-coded badge (High, Medium, Low)
• Client — Which client the request belongs to
• Description preview — A snippet of the request details

Request Detail View

Click any request card to open the full detail view, which includes:

Left Panel

• Title and description — Rich text content with the WYSIWYG editor
• Status — Current status with the ability to change it
• Metadata — Service name, client, creation date, and last updated

Right Panel (Activity)

• Updates — A timeline of all updates posted to this request
• Discussions — Threaded comments on each update
• New Update — Post new updates with visibility controls

Assignment

Assign team members to requests to distribute work:

1. Click the assignment section on the request detail page
2. Toggle team members on or off
3. Multiple team members can be assigned to a single request

Creating Requests

Requests can be created in two ways:

1. By clients — Through the client portal, clients can submit new requests within their projects
2. Internally — Your team can create requests directly from the requests page

Filtering Requests

Use the filter options above the kanban board to narrow down requests by:

• Priority — High, Medium, or Low
• Client — Filter by specific client
• Assignee — See only requests assigned to a specific team member
• Service — Filter by the service the request belongs to