Workflow Pack

Project Intake & Change Control Workflow Pack

Connect project requests, intake review, approval decisions, change requests, issue tracking, and status follow-up.

Project intake and change control are strongest when every request has enough context before work starts and every change has a visible decision trail. This workflow pack connects project requests, intake review, approval, change requests, issues, and follow-up status without positioning Jodoo as a full project management suite.

View Workflow StagesOpen Starting Template

Operations teams managing project requests without a consistent intake process.PMO or department leads that need change decisions to be documented before work shifts.Teams replacing project request spreadsheets with approval and status queues.

Project Intake Form

Project Request Form

Project Change Request Form

01Submit the project request02Review and approve the work03Control changes and issues04Close the request trail

Workflow Stages

How the templates connect across the process

Submit the project request

Collect business reason, owner, scope, deadline, impact, attachments, budget context, and required approval before work starts.

Project Intake FormCollect project requests, scope, goals, budget context, priority, stakeholders, owner review, and follow-up status in one form.Project Request FormProject request form template for capturing request details, routing work to the right owner, and keeping status visible from intake through follow-up.Work Request FormCapture internal work requests with requester details, priority, location, category, assignment, due date, status, evidence, and completion notes.

Review and approve the work

Route review to the right owner, return incomplete requests, approve accepted work, or reject requests that are not ready.

Project Request FormProject request form template for capturing request details, routing work to the right owner, and keeping status visible from intake through follow-up.Digital Work Order Request FormUse a digital work order request form to capture asset, location, issue, priority, photos, safety context, triage, assignment, and status.

Control changes and issues

Capture change reason, scope impact, timeline impact, cost impact, risk, issue owner, and approval status.

Project Change Request FormUse a project change request form to capture scope-change intake, cost or schedule impact, justification, owner review, approval status, and next steps.Project Issue TrackerUse a project issue tracker to manage site issues, owners, due dates, escalation notes, resolution status, evidence, and project impact.Contract Change RequestUse a contract change request to capture proposed term changes, project impact, supporting evidence, review owners, approval status, and follow-up.

Close the request trail

Keep decision history, completion notes, open issues, and follow-up status searchable after the work is done.

Project Issue TrackerUse a project issue tracker to manage site issues, owners, due dates, escalation notes, resolution status, evidence, and project impact.Change Order LogUse a change order log to track scope changes, cost impact, schedule impact, approval status, decision history, implementation, and closeout.

Connected Details

Keep key details from request to follow-up

Business need, requester, scope, due date, impact, and attachments move from intake into approval.
Approval decision, owner, priority, and accepted scope connect the request to execution.
Change reason, issue owner, impact, status, and closeout notes preserve the decision trail.

Best Starting Point

Choose the first template by bottleneck

Start with project intake if requests are incomplete.
Start with project approval if decision ownership is unclear.
Start with change request control if scope changes are hard to review later.

Included Templates

Templates that support this workflow pack

Project Intake Form

Collect project requests, scope, goals, budget context, priority, stakeholders, owner review, and follow-up status in one form.

Project Request Form

Project request form template for capturing request details, routing work to the right owner, and keeping status visible from intake through follow-up.

Project Change Request Form

Use a project change request form to capture scope-change intake, cost or schedule impact, justification, owner review, approval status, and next steps.

Project Issue Tracker

Use a project issue tracker to manage site issues, owners, due dates, escalation notes, resolution status, evidence, and project impact.

Work Request Form

Capture internal work requests with requester details, priority, location, category, assignment, due date, status, evidence, and completion notes.

Digital Work Order Request Form

Use a digital work order request form to capture asset, location, issue, priority, photos, safety context, triage, assignment, and status.

Contract Change Request

Use a contract change request to capture proposed term changes, project impact, supporting evidence, review owners, approval status, and follow-up.

Change Order Log

Use a change order log to track scope changes, cost impact, schedule impact, approval status, decision history, implementation, and closeout.

Related Business Workflows

Explore the use cases behind this process

9 templates

Work Request Management Templates

Plan internal work request intake, assignment, approval, status tracking, and closeout with templates for facilities, projects, operations, and shared services.

Work Request Form / Digital Work Order Request Form / Project Intake Form 10 templates

Approval Workflow Software: Rules, Routing, and Audit Trails

Design approval workflows that route requests by amount, risk, department, or policy, then keep decisions, returned work, evidence, and status visible.

Controlled Document Register Template / Purchase Order Approval / Budget Approval App Template 6 templates

Construction Operations Software and Forms for Field-to-Office Work

Connect everyday construction forms to owners, decisions, evidence, live Jodoo apps, dashboards and closeout.

Construction Daily Report Form / Construction Site Inspection Checklist / Construction Safety Observation Form

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Guides

Clarify the criteria behind this workflow

Guide

Project Approval Workflow Guide

Plan a project approval workflow for project intake, request review, owner assignment, change control, issue tracking, and status follow-up.

FAQs

Common questions about this workflow pack

Is this a full project management system?

No. It focuses on request intake, approval, change control, issue ownership, and status visibility around project work.

When should a project need a change request?

Use a change request when scope, timeline, cost, owner, risk, or required deliverables change after the original request or approval.

Can work requests and project requests share one workflow?

Yes when the team needs one intake queue, then separates requests by category, owner, approval need, or project impact.

Next Step

Start from the closest template, then adapt the workflow

Preview the first template in this workflow pack, then customize fields, owners, statuses, and automations for your team.

Preview Starting Template