# Project Intake Form Template

> Turn vague requests into reviewable project briefs.

Standardize incoming projects with goals, scope, priority, stakeholders, timing, and success criteria.

Canonical: https://reuily.com/templates/project-intake-form
Use this template: https://reuily.com/form/from-template/project-intake-form
Collections: Requests & Intake, Agencies, Product, Operations
Last updated: 2026-10-06

## Questions

- Question 1: What is the project called? (Short Text, required)
- Question 2: What problem are we solving? (Long Text, required)
- Question 3: What does success look like? (Long Text, required)
- Question 4: How urgent is this? (Single Choice, required). Options: Low; Normal; High; Critical
- Question 5: When is it needed? (Date, optional)
- Question 6: Who should be involved? (Long Text, optional)

## Common uses

- Internal project requests
- Portfolio intake
- Cross-functional planning

## Key features

- Priority signal
- Success criteria
- Stakeholder alignment

## Frequently asked questions

### What information belongs in a Project Intake Form?

This form collects the request, desired outcome, urgency, stakeholders, and success criteria needed to evaluate a proposed project.

### How does this form help prioritize projects?

A consistent intake format makes it easier to compare urgency, expected impact, ownership, and readiness across competing requests.

### Where can I use the Project Intake Form?

Use it for internal project requests, operations queues, portfolio planning, and work that needs approval before execution begins.