What is a Project Intake Form?
A project intake form is a document used to collect essential information from stakeholders at the beginning of a project. A project intake form typically includes details about the customer, their specific project goals, timeline and budget constraints. This form serves as a starting point for the project and can be used to create a more detailed project plan.
Project intake forms are important to ensure that everyone understands what is expected from them in the project. Often, teams will set up these forms before diving into the project. This allows for an easier development process, as everyone involved is on the same page.
At File Request Pro, we have created a customizable project intake form template that can be completed quickly and easily. With our software, you can create custom forms that are tailored to your needs, while also providing benefits such as white-labeling, unlimited entries, sync with Google Drive, SharePoint and Dropbox, and email automation.
Frequently Asked Questions
- What should I include in a Project Intake Form?
A Project Intake Form should include information about the project objectives and plans, as well as any resources, budget, and timeline constraints related to the project. It should also include specific details on the roles and responsibilities of all the stakeholders involved.
- When should I use a Project Intake Form?
A Project Intake Form should be used at the beginning of a project to ensure everyone is on the same page. It helps to provide a clear understanding of the project goals and expectations before project teams start to work on the project.
- How can I customize a Project Intake Form?
A Project Intake Form can be customized for your specific project needs. Depending on the type and scope of the project, you may need to include additional information or questions in the form.
Make it uniquely yours
Add your own logo and company colours to the upload page. Choose your language. Make more detailed UI changes using CSS.
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Use conditional logic
Hide and show form fields depending on user input. Only show your clients relevant questions and improve their user experience. Read more about conditional logic.
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Use multiple pages for longer or complex forms. Clients click through using clear call to action buttons, so they see only a few questions at once. Conditional logic can be applied to pages as well as individual questions.
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Make life easy with integrations
File Request Pro natively connects with Google Drive, Dropbox, SharePoint and OneDrive. Set up takes 2 minutes. Files are automatically sent to a folder or subfolder of your choice.
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