Project Data (Intake)
Everything the client told you at order time, structured and attached to the order.
Overview
Each service can carry its own intake form, so the brief arrives complete instead of over three follow-up emails. What the client submits lands on the order as Project Data — readable, editable, and exportable.
What You Can Do
View & edit
Correct or update submitted answers
Add quick fields
Capture something the form didn’t ask
Download files
Grab the assets the client uploaded
Export to PDF
Share the brief outside the workspace
Conditional logic: intake forms can show or hide fields based on earlier answers, so clients only see what applies to them.
Deleting: remove a single field or clear all project data on the order.
Deleting: remove a single field or clear all project data on the order.
Tips & Best Practices
Make the fields you always end up asking for required on the form — every one you add there is a follow-up email you never send.