This template gives you a single source of truth for all incoming work. It perfectly categorizes web, design, marketing, and mobile app requests so nothing falls through the cracks.
The built-in table tracks everything you need from the moment a request is submitted. Fields like budget, priority, deadlines, and file attachments keep all requirements structured and ready for your team.
Smart formulas instantly generate clear project names based on the work type and priority level. It takes the guesswork out of organizing new submissions as soon as they arrive.
Tracking incoming work in a spreadsheet quickly becomes chaotic when stakeholders submit mixed data, missing files, and inconsistent priorities.
A structured system forces consistency from the very first interaction. Budgets stay as trackable numbers, deadlines remain actual dates, and missing information is caught early on.
You shouldn't have to chase stakeholders for missing documents or hunt down details in email threads. This is exactly what Softr Databases are designed for—keeping data clean, actionable, and centralized out of the box.
Instantly view all your project requests neatly categorized by urgency or department. You can safely store project briefs, budgets, and client uploads exactly where they natively belong.
Say goodbye to manually reviewing and renaming every new task. Your new database automatically standardizes how projects are formatted, making it incredibly easy to start working immediately.
Capture and organize intake forms with project types, budgets and timelines
This template is designed for teams that need a clean, consistent way to intake and manage new work.
You can easily customize this database to perfectly match your specific workflow. Add new dropdown options for platform specific platforms, include status columns, or hide fields you don't need.
Got an existing backlog of requests? Effortlessly import your historical data via a simple CSV upload so your team can pick up right where they left off.
When your team is ready, you can build an app directly on top of this data to create a custom client portal or an internal ticketing system. By setting up proper users and permissions, stakeholders will safely view only their own requests while your team manages the entire pipeline.
Starting with a perfectly structured database means everything scales flawlessly as your request volume grows.
A project request database is a centralized system used to collect, organize, and prioritize incoming work. It tracks essential details like budgets, deadlines, project types, and attachments in an organized format. This ensures teams always have complete requirements before starting a project.
No-code databases allow you to set up a production-ready intake system in minutes without any technical skills. They provide the perfect structure that spreadsheets lack, ensuring information stays accurately formatted. Plus, you have complete autonomy to adapt the fields and categories as your request process evolves.
AI completely streamlines how you process incoming requests by extracting and categorizing data automatically. By utilizing Database AI agents, you can instantly summarize lengthy project descriptions or assign priority rankings based on text. This ensures your incoming queue stays completely actionable without manual triage.
Yes, you can easily use Softr's interface builder to launch a fully functional client portal or internal intake tool. It connects directly to your request data, allowing stakeholders to submit forms securely without touching your backend. You control the access rights, meaning clients only ever interact with their specific submissions.
Yes, this template is completely free to copy and start using immediately. Softr's free plan includes database access so you can organize incoming requests today. As your agency or team scales, you can upgrade for higher limits while continuing to collaborate with unlimited users.
Spreadsheets struggle to handle mixed information like long descriptions, status dropdowns, and file attachments in a single view. A project request database strictly enforces field types, preventing people from entering messy data or breaking formulas. It gives you a highly reliable foundation that won't fall apart as the list of submissions grows.