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Purpose-built for Marketing, Creative and Operations teams.

Project Request Forms

Create custom project request forms that capture the right information upfront and eliminate the chaos of email, chat messages, spreadsheets, and hallway requests.

Workzone automates the intake process by collecting request details, routing submissions to the right stakeholders, triggering notifications, and providing a centralized place to review, prioritize, approve, and manage incoming work. Whether requests come from employees, departments, clients, or external stakeholders, every request follows a consistent process from submission to execution.

A web form titled Project Info streamlines the intake process by displaying fields for requester, report date, campus, project role, project title, due date, campus strategist, project description, and campaign goal with dropdowns and text boxes.

Finally... see everything in one place

What are Project Request Forms?

Project Request Forms allow organizations to standardize how work enters the business. Instead of receiving requests through email, chat, spreadsheets, or meetings, teams can collect all project requests through customizable online forms. Submitted requests are centralized, tracked, and routed through a consistent intake process.

Why are Project Request Forms important?

Without a structured intake process, teams often struggle with incomplete information, unclear priorities, duplicate requests, and unrealistic deadlines.

Project Request Forms ensure teams collect the information they need upfront, helping improve project prioritization, resource planning, and overall project delivery.

Can Workzone create custom request forms?

Yes. Administrators can create fully customizable request forms with custom fields, dropdown menus, date fields, user selections, checkboxes, conditional logic, instructions, and required questions tailored to their team’s workflow.

Can different departments use different request forms?

Yes. Organizations can create multiple request forms for different teams, departments, services, or workflows. This allows each group to capture the specific information needed to evaluate and complete requests efficiently.

Can external users submit project requests?

Yes. Workzone can support request forms that allow external stakeholders, clients, vendors, or partners to submit requests while maintaining a structured intake process.

Can request forms help prioritize incoming work?

Yes. Request forms help teams collect important information such as business impact, deadlines, project type, audience, goals, and resource requirements so managers can better evaluate and prioritize incoming requests.

Can request forms automatically route work to the right team?

Yes. Request forms help standardize intake and can be configured to route requests to the appropriate team members or stakeholders for review and action.

Can request forms reduce email and manual follow-up?

Yes. By centralizing project intake in a single system, teams can reduce email chains, eliminate duplicate requests, improve visibility, and minimize manual follow-up throughout the intake process.

Who uses Project Request Forms?

Project Request Forms are commonly used by marketing teams, creative teams, PMOs, operations groups, IT departments, healthcare organizations, higher education institutions, agencies, and any team managing a steady flow of incoming work requests.

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