A new request.
Everything you need to triage it.

A project intake form captures every new request in the same shape, so you can decide quickly whether to take it on, how to prioritise it and what it needs. It’s different from a client intake form, which qualifies a new client rather than a new piece of work.

Details

• Client / company: [Name]
• Completed by: [Name, role]
• Date: [Date]

Requester

• Name, team or company? [Answer]
• Who will approve the work? [Answer]

The request

• What do you need? [Answer]
• What problem does it solve or goal does it serve? [Answer]

Deliverables

• What should be delivered, in what format? [Answer]
• Any examples or references? [Answer]

Timing and budget

• When is it needed, and why that date? [Answer]
• Is there a budget or a fixed limit? [Answer]

Priority and dependencies

• How urgent is it compared with other work? (High / medium / low) [Answer]
• What does it depend on? [Answer]

1. Make the form the single way new requests arrive.
2. Require the goal and deadline; make the rest optional.
3. Triage new requests on a set day each week.
4. Reply with a decision, estimate or questions.
5. Turn accepted requests into scoped work with owners and dates.
6. Close the loop on declined requests with a reason.

Microsoft Word

1. Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
2. Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
3. Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.

Google Docs

1. Upload the .docx file to Google Drive.
2. Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
3. Use File → Make a copy for each new client so your master stays clean.

PDF

Fill it in Word or Google Docs, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs.

Sample answers from a fictional client.

Sample answers

• What do you need? A landing page for the spring campaign.
• Goal? Capture consultation enquiries from paid ads.
• When? Live by 1 March, when ads launch.
• Approver? Head of marketing.

• Ask why the deadline matters: many deadlines move when questioned.
• Capture the approver up front.
• Use the same form for every client so requests are comparable.

Angelwood turns questions like these into an onboarding plan: requests with instructions, owners and dates that clients answer in their portal, reviewed by your team before kickoff.

Browse all forms & questionnaires templates or the full template library.