Project Request Forms

Automate your project intake with custom forms

Take on more projects
Edit customers’ requests
Capture any type of information
Use pre-made templates
Create your custom request forms

Illustration showing a project management interface with task icons and a sidebar. Next to it is a custom form builder interface with a vertical toolbar of icons for text, checklist, date, and other form elements

Create your own form in 30 seconds

Custom forms are flexible and simple to create. Pick a name, drag and drop the fields you want, and save. Manage your project information in the most convenient way.

Project request form with sections for project summary, start date, requestor email, funding options, and project phase. An edit custom form popup with similar fields appears on the right, along with a card displaying project request details including creator and modification date

Custom form editor showing fields for project start date, project funding options, and project phase selection with permissions, notifications, and conversion rules settings on the right

Share and get any data you need with ease

Share and collect the data you need from team members and stakeholders in a matter of a click. Use a public URL to receive input from people outside your company or keep the data you need private.

Convert to projects and tasks quickly

Once you have collected the data, you can either analyze it or convert any submission into tasks or projects with a single click.

Save time for your team working with incoming project requests. Automatically apply a template to a newly created project or task. It only takes a few seconds for work request forms and proposals to turn into fully actionable projects.

Automation builder interface for setting triggers and actions using the Birdview app

Try no-code Birdview automation

Connect Birdview to other essential applications with ease. Create custom workflows that automate routine tasks, including the project intake process, to save time and reduce errors.

Explore Birdview automation

What your teams can do
with сustom project request forms

CRM

Lead Tracking
Sales Management
Deal Analysis

HR Department

Job Candidates
Interviews
Vacations

IT & Development

Requests for IT Department
Document Templates
Sprint Planning
New Website Request Worm

Project Management

Risk Register
Change Requests
Meeting Minutes
Expense Tracking

Surveys & RFQs

Customer Satisfaction Survey
Lessons Learned
Support Feedback
Marketing Services RFQ

The visibility you need,
the confidence you deserve

Nice! You’re almost there...

Your 14-day trial is ready! Explore Birdview's full potential by scheduling a call with our Product Specialist.

Discovery call, up to 20 min

For complex user requirements, we recommend a 20-minute discovery call to review your needs and prepare a tailored demo.

Demo call, up to 60 min

For simpler use cases, a 60-minute demo is ideal to quickly showcase how Birdview can meet your project management needs.

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