Capture Requests
With Intake Forms

Create project forms to collect requests and turn submissions into structured work.

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Requests coming via email or DMs?

Collect requests in one place

Use forms to standardize intake so your team can respond faster and avoid missing details.

Create a form

Missing info slows you down?

Ask the right questions upfront

Capture consistent data with required fields and custom questions tied to your process.

Collect submissions in one place

Manual triage too time-consuming?

Route submissions into projects

Send form submissions to the right project and workflow so work starts with the right structure.

Automate follow-ups from submissions

Related products

Products teams typically use to implement this workflow.

Project delivery

Product

Plan, execute, and ship with Kanban, sprints, timelines, workload planning, and dashboards.

  • Kanban execution with clear ownership
  • Sprints and backlog planning
  • Timelines, dependencies, and capacity planning
Project delivery screenshot

CRM

Product

Manage contacts, companies, deals, and pipelines — with work connected to delivery.

  • Contacts, companies, and deal tracking
  • Pipelines with stages and ownership
  • Activities and playbooks for consistency
CRM screenshot

Related templates

Templates you can copy and adapt for this workflow.

Incident postmortem template

Template

Run blameless postmortems that capture timeline, impact, root cause, and follow-ups to prevent repeats.

  • Incident timeline and impact summary
  • Root cause and contributing factors
  • Action items with owners and due dates
Incident postmortem template screenshot

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