The Project Intake Sheet is where new projects are added and existing projects are tracked. New projects can be added manually, via a move/copy row automation from another sheet, or via the Project Intake form on this sheet.

Project Intake Sheet

Requests from the Project Intake Form populate to this sheet, which ultimately powers the rest of the solution.

Project Intake Form

Requestors may submit project requests through this form.

The Form is already setup using the provided information in the sheet. If there are custom fields you would like to track, or edits are required, you can edit the Form in the Form menu on the sheet. Outside of Project specific information and any custom fields added, there are 6 fields that need to be collected to begin the workflow:

1. Site Name
2. Project Category
3. Project Sponsor
4. Project Manager
5. Target Start Date
6. Target End Date

Learn More:

How to Use Forms