Collect new project requests from one project intake form.
Project Intake Form Template
Intake project requests with scope, goals, budget context, priority, stakeholders, owner review, and follow-up status.
Built for project, operations, delivery, and client-facing teams that need cleaner request intake before work is approved.
Preview the live workflow, then customize forms, views, roles, and automations for your team. Preview the project intake form, then customize scope fields, priority rules, reviewer steps, and follow-up views.
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Overview
What this template helps you manage
Project and delivery teams use this template to collect new project requests, clarify scope and goals, capture budget or timeline context, assign reviewers, and keep follow-up visible before work begins.
Who It's For
Teams that benefit most from this template
Standardize the details submitted before a project starts.
Create a repeatable project intake process for incoming work.
What's Included
Workflows and components included in this template
Main workflows
Project Intake workflow intake.
Capture the key fields, context, owners, and supporting details needed for each project intake.
Submission intake and review readiness.
Collect the details reviewers need, flag missing information early, and move complete submissions into the next step.
Status updates and collaboration.
Track progress, approvals, comments, reminders, and handoffs in one shared workflow.
Project Intake Form visibility.
Give teams searchable records, owner history, and status visibility for reporting and repeat work.
Included components
- Project Intake Form
- Submission Follow Up Notes
- Project Intake Form List
- New Submission Queue
- Submission Review Queue
- Owner Notification
- Incomplete Submission Reminder
- Status Reminder
- Frontline User
- Manager
- Operations Team
Why Teams Use It
Why this workflow works
- Helps teams collect project requests consistently.
- Reduces the need to build the intake form step by step.
- Keeps the project intake process and form together.
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Template Preview
See how the template looks across key views
Project Intake Form List.
Review incoming project intake submissions, missing information, and latest updates from one queue.
Project Intake Form.
Collect project intake details, supporting files, and review notes in one intake form.
New Submission Queue.
Review incoming project intake submissions, missing information, and latest updates from one queue.
How It Works
From setup to rollout
A submitter completes the project intake form with the key details, files, and supporting context.
Reviewers check completeness, flag missing information, and request updates when needed.
Once the submission is ready, the record moves into the downstream review, approval, or fulfillment flow.
Teams keep the submitted record available for follow-up, reporting, and future reference.
FAQs
Common questions about this template
Can this be used to collect project requests?
Yes. The template is designed around a project intake form for collecting incoming project requests.
Is this similar to creating a project intake form in Smartsheet?
It covers the same core need: a structured project intake process and form, without requiring you to build it manually step by step.
Can the project intake form be customized?
Yes. You can adapt the form fields and intake steps to match the information your team needs before work begins.
What is included in this Project Intake Form template?
It includes intake capture, review views, and reminders so teams can collect and review project intake submissions without missing key details.
Can the fields and workflow be customized?
Yes. You can change form fields, validation logic, review statuses, views, and automations to match your process.
Can teams use it on mobile?
Yes. Teams can submit, review, and update records from desktop or mobile devices.
Use Cases
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Workflow Packs
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Related Templates
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Start With This Template
Preview it first, then customize it for your team
Start from the ready-made workflow, adjust fields and statuses, and launch a Jodoo app that matches your team.