Submit a request

Select Intake in the left navigation, then Submit a request:
On the Create a Request page, describe the problem or idea in your words in the text box (What do you need, and why does it matter?).
Optionally select 📎 Attach a document to add a business case, a vendor quote or a slide deck.
Select Review my request with the agent. The agent asks a few quick questions right on the page; every one is skippable.

Track your requests

Go to Intake → My Requests. Each card shows the request title, the date you submitted it and a plain-language status. For example:

Status	What it means
Your request is with the people who decide on funding	Waiting for approval
Your request is being weighed against other work	Being prioritized
Approved - work is underway	Approved
This request was not taken forward. The reason is below.	Declined
This request is on hold and will be looked at again later	Deferred

Select › on a card to expand it. It shows Your request and its current status:

Select the title to open the full request page, with its approval progress and history.

Click See all Requests at the top of the page to go to the full Intake workspace, if your role has access.

Go to Preferences → Notifications and turn on the notifications you want to get.

Approvals & intake

Mentions & comments

Lead with the problem, not the solution - "Month-end close takes 9 days" gives reviewers more to work with than "buy tool X";
Include a cost estimate if you have one;
Attach what you already have - a business case or quote gives the agent and reviewers more to work with.