Free template
Creative Intake Form Template
A creative intake form is the single front door for every creative request. It standardizes what requesters must provide, from goals and deadlines to budget and a single approver, so work stops arriving through Slack messages, emails, and hallway asks. This free download includes two versions: a ready-to-use form for Google Docs, Word, or Notion, and a spreadsheet edition built to import into Asana, Monday, ClickUp, Notion, Jira, and Trello.
What’s inside
- A form with 6 short sections: the basics, the why, the what, the when, the decisions, and the distribution
- Takes a requestor 8–12 minutes to complete
- Priority levels that keep “urgent” from becoming the default
- A spreadsheet intake queue with sample requests, including one returned for missing information
- Field mapping for Asana, Monday, ClickUp, Notion, Jira, and Trello, plus step-by-step import guides
- The validation rules a project manager checks before approving any request
How to roll it out
- Choose your version: the form if you don’t use a project management tool yet, or the spreadsheet if you do.
- Make it the only way work enters your team’s queue. No form, no work.
- Return incomplete requests to the requestor. If they can’t answer a required field, they book a 15-minute scoping call instead.
- Import approved requests into your project management tool, which becomes the single source of truth.
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