Taskade Genesis converts a single prompt into a live project intake system — form, task board, and AI triage agent — so no project request ever falls through the cracks.
What Is a Project Intake Form?
A project intake form is the structured gateway through which new requests enter your workflow. It captures scope, deadline, budget, and stakeholder details before a single task is created. Taskade Genesis goes further: an embedded AI agent reads each submission, scores urgency, and populates a ready-to-run project brief automatically.
Why Use This Template?
Ad-hoc Slack requests and email threads create invisible work that derails delivery.
- Structured capture: Consistent fields mean every request includes the details your team actually needs.
- AI triage: An AI agent reads submissions, flags high-priority requests, and drafts a brief using persistent memory.
- Relational linking: The Relationship field connects intake records to client profiles, budgets, and deliverable trackers.
- Board view pipeline: Requests move from Submitted → In Review → Approved on a visual project board.
- Reliable automations: New submissions automatically notify the right team channel and create a linked task list.
Who Should Use This Template?
- Agency account managers handling inbound client requests
- Product managers triaging feature requests from multiple teams
- Operations leads standardizing internal service requests
- Freelancers onboarding new clients without back-and-forth emails
- IT help desks routing tech requests to the right specialist
How To Get Started?
- Click Use Template to clone the intake app into your workspace instantly.
- Edit form fields to match your service categories and required approvals.
- Connect your team's communication tool via the automate hub for instant notifications.
- Share the intake URL with requesters; submissions flow into the Board automatically.
- Review the AI-generated project brief and assign owners in one click.
See more workflow tools in the Taskade community or explore agent templates to automate deeper triage.