Requests
Required and optional requested items
Know how required and optional checklist items appear to your team.
Each request item can be marked as required or optional. This appears as a badge on the request page.
Required items
Required items show a red Required badge. Use this for documents, answers, or confirmations your firm must have before the request can be considered complete.
Optional items
Optional items show an Optional badge. Use this when a client may not have the document or when the item only applies in certain cases.
Important behavior
CrankHQ does not automatically complete the request based on required items. A team member still uses Complete when the firm has what it needs.