Leveraging Request Forms to Streamline Project Intake

We have a wide variety of projects that come into our office. To help with intake, we have created numerous request forms that help us ask the right questions for the right audience. This has allowed us to cut down on the amount of emails that get sent back and forth trying to figure out all the details of a potential project. 

For example, we created a request form for our Photo/Video requests that get sent directly to their Director. This has allowed people across campus to submit requests for a variety of events/shoots. If our team isn't able to help, they provide a list of freelancers that would fit their needs. 

This form asks requestors for all the relevant details like location, type of shoot, time/date, event name, when edited finals are needed, etc. All this information then gets put into Wrike tasks that are then populated into Outlook Calendar so they can see their shoots in a calendar view.