Project Data and Intake Answers

Project data holds the information and files a job needs, such as keywords, word counts or brand files. Intake answers are what the client filled in on the service’s intake form.

Overview

This guide shows how to add project data, what the client sees, and where intake answers appear.

Who Can Access

Team members need Manage project data.

Step-by-Step Guide

1. Add a field

   Open the order, click the Project Data tab and click Add Field. Enter a Field Name, choose the Field Type and fill in the value. Click Add Field.

2. Pick the right type

   Types are Single Line Text, Multi-line Text, Checkbox, Date, File Upload and Hidden. A Hidden field is for your team only; the client never sees it.

3. Work with the data

   Each field has buttons to edit or delete it. Export PDF saves all fields as a PDF, Download Files downloads every uploaded file as a ZIP, and Clear All removes everything.

   

What the Client Sees

The client sees project data in their portal, on the order’s Project Data tab. Hidden fields and empty fields are not shown.

Intake Answers

If the service has an intake form, the client’s answers appear on a separate Intake tab once they submit it, and the order moves on from Pending.

Frequently Asked Questions