Use case — project intake
A project intake checklist for new requests
A consistent intake process helps teams understand what is being requested, who will review it and what happens next.
What to capture in each request
Collect enough context to make a decision and hand off approved work.
Request and outcome
Describe the problem, intended outcome and who is asking.
Constraints
Record known deadlines, dependencies and required approvals.
Decision and owner
Name the reviewer and record whether the request is accepted, deferred or declined.
Next action
Assign an owner and due date for the next step after a decision.
Common questions
Can external clients submit intake requests in Clarityy?
External request forms or client portals are in development and are not currently available. Confirm external-access needs before choosing a workflow.
Does Clarityy score requests by impact or capacity?
Automated request scoring and capacity planning are in development and are not currently available. Teams can agree on review criteria and record decisions manually.
How can I track approved work?
Clarityy supports projects with task owners, due dates and Kanban, List and Timeline views. Review the current plan limits before starting.