Change request form

A change request form template gives teams a process for handling shifting priorities and evolving plans. While project changes are inevitable, unmanaged requests can cause scope creep and disrupt timelines. You may not be able to predict every change request, but you can define how your team reviews and applies updates to project plans so that proposed changes are handled without disrupting delivery or momentum.

What is a change request form? 

A change request form allows stakeholders to propose updates to a project’s scope, timeline, resources, or deliverables. It documents the reason for the request, expected impact, and implementation details, so teams can evaluate requests through a formal change control process. Change request forms help teams prevent scope creep by assessing risks, costs, and potential effects before approval.

What is a change request form template? 

A change request form template is a reusable workflow that captures incoming requests and turns them into structured, trackable work in a project management platform. It standardizes submissions by prompting requestors to provide details on the type of change and its priority, rationale, and potential impacts, ensuring teams receive consistent information for assessment. After submission, the system generates a task and routes it through review and implementation, clarifying ownership, decisions, and follow-up. By using the same workflow across projects, teams evaluate changes more quickly, anticipate downstream effects sooner, and manage requests without relying on informal communication.

What to include in your change request form template

An effective change request form template combines a fillable form with a tracking tool, allowing teams to capture, evaluate, and act on requests efficiently. The form collects essential details, while the tracker organizes submissions by project name and date submitted, and routes each request for review using automated rules that trigger follow-up actions as needed.

Your change request form template should include fields such as:

• Project name

• Requester name

• Phone number

• Change description

• Reason for change

• Priority

• Implementation date

Your change request process and request tracking dashboards should mirror the form fields and accommodate various types of change requests, allowing teams to compare scope, risk, and timing. Include status fields to display progress, and set up automatic rules to generate review tasks when a change is submitted. This enables teams to evaluate costs, risks, and delivery impacts without manual handoffs.

Integrated features

• Forms. Turn submissions into tasks automatically, standardize intake questions, and use branching logic to adjust fields based on prior answers.

• Automation. Use rules to assign work, shift due dates, update fields, and notify stakeholders when conditions change.

• Workflow Builder. Design no-code workflows that map each step, connect teams, and support app integrations in one visual flow.

• Approvals. Collect explicit approve, reject, or revision decisions so task owners know the next action without follow-up.

Recommended apps

• Google Workplace. Attach Drive files to tasks directly from the task pane.

• Hubspot. Create tasks from CRM activity using HubSpot workflows to hand work between teams.

• GitHub. Sync pull request status updates to tasks so progress stays visible outside engineering.

• Jira. Connect product and business workflows by creating and tracking Jira issues from within Asana.

FAQs about change request form templates