Project Request Forms

Project Request Forms + Routing Workflow Make Project Intake More Efficient

project request formsProject Request Forms

Project request forms, combined with project request management provide a framework for better project intake.

The right project form should break down every aspect of a potential project into its individual components. Intake forms include fields for every detail of a project and can be customized with business logic to adapt to each user's needs.

Digital project forms, along with an automated project approval workflow enable you to build up a consistent cycle to submit, assess, execute, and track project tasks based on your unique project request workflow and are available 24X7 to all project submitters.

A streamlined project request cycle saves time, brings clarity to all team members, and eliminates risk as it tracks each singular task's progress.

Digital Project Request Form Benefits 

Brings clarity. 

Using project request forms ensures that there is no room for discrepancy between stakeholders. Pertinent information can often get lost in translation when using project management software to mitigate tasks. All details are added to the form so that it is clear what needs to be done as well as the order of priority; project request forms essentially act as virtual planners.

Tracks ongoing progress.

One of the highlights of using project request forms combined with workflow automation is that it tracks every task's ongoing progress. Relating to workflow automation, each task form is a part of a workflow. Once one is completed, it is easy to view and manage what task is next in line. As a manager, this can be especially useful in finding out where your team members are regarding the completion of an assignment. This saves time emailing back and forth with coworkers or worse, waiting around wondering if the project has made any headway at all. This can further aid in reaching goals, ensuring progress is being made well before a deadline. Administrators can open up the request form and see updates as they are being made, resulting in efficiency for all.

Staying organized eliminates risk. 

A common issue organizations have before using digital project request forms is the element of risk. Some common causes of risk:

  • Duplicate requests
  • Conflicting requests
  • Low-value requests or incomplete requests
  • Improperly-approved projects

Using request forms enables decision-makers who are part of the project approval system to view the request including all the details and ask questions before putting efforts forth to a request that has already been taken care of by someone else, is missing important information, or figuring out if the task has real significance. 

Streamlines all requests to one place.

The main focus of using project request forms is consolidating all requests into one place. Employees often find themselves switching back and forth from different applications, trying to find where they left off. This wastes time not only juggling different tasks but juggling different applications too. Each project request form is streamlined into one place, eliminating these highly stressful situations. 

Increase Efficiency

Productivity and efficiency are boosted with the use of project request forms. It helps to cut out time-wasting tasks, as there is less reliance on outmoded methods for requesting projects like:

  • Instant messaging
  • Meetings
  • Emails
  • Conversations in passing

With these aspects out of the picture, it allows all of your time to be spent where it matters, therefore boosting effective time management.

Interested in Developing Project Request Forms and Workflow?

We have a variety of resources to help you on your journey to business process compliance: 

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To see how quickly you can begin automating your processes, request a demonstration or trial of Integrify.

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