Use Case — Project Intake

Stop new projects from falling through the cracks

Every new request gets captured, reviewed, and prioritized — so nothing lands on a sticky note or dies in someone's inbox.

Centralized project intake and triage

Triage inbound requests from leadership, clients, or cross-functional peers with a clear, step-by-step pipeline from submission to kick-off.

Intake Request Board

Capture new requests into an intake inbox. Standardize request fields like goals, deliverables, deadlines, and requesting stakeholders.

Request Triage Workflow

Review submissions against team capacity and strategic priority before allocating engineering or creative bandwidth.

Priority Scoring

Score requests by impact, urgency, and resource requirements to keep stakeholders aligned on what gets built first.

Stakeholder Assignment

Assign intake reviewers, owners, and primary contributors so every proposal has immediate accountability.

Approval Stage Tracking

Track status from submitted, to under review, approved, or deferred with transparent visibility for requestors.

Intake-to-Project Conversion

Convert approved briefs into actionable sprint tasks and Kanban boards with a single click.

What is a project intake workflow?

A project intake workflow is a standardized process for receiving, evaluating, prioritizing, and approving new project requests before work begins.

Can external clients submit project briefs?

Yes. You can centralize client briefs into dedicated intake boards, review deliverables, and transition approved items into active milestones.

How does this prevent scope creep?

By requiring standardized request parameters and an explicit review step, intake boards ensure only scoped and resourced initiatives start execution.

Does Clarityy support request scoring?

You can tag priority levels, estimated hours, and business impact directly on intake cards to evaluate backlog candidates quickly.

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