Project Intake Workflow Template

The Project Intake Workflow Template is designed to simplify the process of submitting and evaluating new project requests, making it ideal for project managers, operations teams, and department heads. This template ensures that project proposals are captured in a structured format, allowing teams to assess feasibility, allocate resources, and prioritize effectively. By offering a clear intake process, this template helps eliminate confusion and ensures that no project request is overlooked, leading to better planning and execution.

Using Jotform’s Workflow Builder, teams can collect project details through customizable forms, route proposals to the appropriate stakeholders for approval, and track the status of each request. Integrations with platforms like Slack, monday.com, and Google Drive allow for seamless communication and document management, ensuring that project information is easily accessible. With automated approvals and real-time notifications, teams can keep the intake process running smoothly, ensuring timely decisions and efficient project initiation.