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Project Intake Form Template
A project intake form is a questionnaire that companies use internally or for potential clients to gather project details. This sample project intake form is highly beneficial for project management and development teams in:- Collecting key project details
- Evaluating and prioritizing requests
- Recording projects for future reference
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About this project intake form template
A project intake form is a powerful tool and usually the first step for a project management team to understand critical details about project requests, such as project type, channels of allocating resources & funds, contact information, etc. By using this digital project intake form template, you will get access to these questions and features for free:
Questions to capture project details, such as:
- Project goals, scope, and strategic value
- Required resources, timelines, and departments involved
- Stakeholder roles, cross-team collaboration, and external vendors
- Budget expectations, success metrics, and potential risks
Features we carefully included for your needs, such as:
- File upload fields
- Open-ended questions
- Dropdowns
- Multiple-choice fields
- Digital signatures
- Conditional logic
- Answer recall
Who can use this project intake form example?
Project intake forms are dominantly used by project managers and execution teams, such as marketing and IT, to facilitate their project information collection process and save time.
Managers in PMOs (project management offices) ⚙️
Project management offices are responsible for the administration and surveillance of all projects within a professional organization. They heavily rely on project intake forms to assess whether submitted projects are within their scope or goals, prioritize, and admit or reject them.
Company departments (e.g, Marketing, IT) 👨🏻💼
These teams are directly involved in the execution of the project. Therefore, they also make use of project intake forms to determine their specific roles and responsibilities in the project. For example, a marketing team member might need to choose the target audience of the project on social media.
Agencies 🎯
External agencies, such as creative, advertising, or consulting firms, often use project intake forms to gather all necessary details from clients before starting work. A project intake form helps agencies save time when it comes to a vast amount of information.
What can I ask in a digital project intake form?
The questions you can ask in a project intake can substantially change depending on the type of project. Nevertheless, some questions are the baseline for any kind of project.
- What is the title of the project?
- What is the primary goal or objective of this project?
- Which department or team is requesting this project?
- Who is the main point of contact for this project?
- What problem does this project aim to solve?
- What is the desired start and completion date?
- Who are the key stakeholders or collaborators involved?
- Do you have a budget allocated for this project?
- What does success look like for this project?
- Are there any supporting documents or references?
Frequently asked questions (FAQs)
Is this template free?
Yes! This project intake form template is entirely free to use along with other project templates on forms.app.
Can I change this project intake form?
Yes, you can change every element of the form from colors, fonts, designs, to questions and features after clicking the ‘’Use template’’ button.
How to use this project intake form template
Follow the three simple steps below to start gathering project requests, defining objectives, and streamlining approvals for new initiatives.
2. Customize whatever and however you like
Add or remove questions through forms.app's drag & drop interface and match your brand style.
3. Thoroughly analyze your results
Get notified when someone submits a project and analyze the form responses with forms.app AI.
Related templates you might like
Need something different? You can take a look at the project-related templates below. Alternatively, you can search among our hundreds of free templates.
Create a custom project intake form with AI
Just tell us how you would like to create a project intake form for your specific needs. forms.app’s free AI form creator will create a free template for you immediately.
Smooth project intake process for everyone
Build your project intake form with powerful features and make the project planning process simple and clear for everyone.
File upload fields
Gather any necessary files, such as designs, prototypes, creative assets, past reports, funding agreements, or external references from the proposer.
Open-ended fields
Let project proposers freely describe their project goals, needs, and challenges in their own words by choosing from short text, long text, masked text, and other open-ended fields.
Conditional logic
Show the questions based on the filler’s previous answers, or just hide irrelevant ones.
Digital signatures
Capture the requester's consent to the project terms directly within the form.
Seamless integration
Automatically sync proposed project responses with popular project management tools.
Multiple pages
Have many questions to ask? Break the form into sections such as project info, budget, personal details, stakeholders, etc, to make your form easy to follow and easy to fill out.