Overview
Intakes can be created for request projects from the Manage Requests page, which can be rejected or accepted and converted to a Request project.
Prerequisites: The Intake for Requests toggle must be turned on under Organization Settings > Request Management > Preferences.
Creating Intakes
- Click Intakes from the left navigation pane. The Pending Intakes page will appear.
- Click New Intake. The New Intake page appears.
- Enter the request basic details, timeline details, and attach any supporting documents.
- Click Create.
A success message will be displayed, the new intake will be created and displayed in the Pending Intakes page.
Other Actions
- To view an intake, click on the intake name, you will be navigated to the About page of the intake.
- To accept or reject an intake, click the respective icons. Once accepted, the intake will be converted to a Request project. On rejection, you will have to specify the reason for rejection.
- To delete an intake, click the associated delete icon from the Pending Intakes page.
Intake Documents
- To view supporting documents, click the attachments icon from the Pending Intakes page. Alternatively, you can click Documents from the left navigation pane in the About page of the intake. You will be navigated to the Intake Documents page.
- You can preview, download, or delete an intake document by clicking the respective icons.
- You can add more documents by clicking Add Documents.
Intake Discussions
To view or start intake discussions, click Discussions from the left navigation pane in the About page of the intake. You will be navigated to the Discussions page.
- To create a new discussion, click Start New Discussion. You will be prompted to enter a name for the discussion. Click Create.
The new discussion will be created and displayed in the Discussions page. - To follow a discussion, select the Follow discussion checkbox.
- To rename or delete a discussion, click the three-dot menu and select the respective options.
- To view the discussion’s properties, click the info icon adjacent to the discussion name.
- To start a new thread under this discussion, click New Thread. You can enter your message and click Send.
Intake Team
To view team members or add a new team member, click Team from the left navigation pane in the About page of the intake. You will be navigated to the Team Members page.
- You can add a new member by clicking Add Team Members. You can either add a new member or add an existing user.
- To send a message to a member, select the associated checkbox and click Send Message from the top navigation bar. Alternatively, you can click the message icon associated with the team member.