Intake Forms

Streamline Task Requests and Communication with Customizable Intake Forms

A customizable intake form interface for task requests, complaints, and information gathering.
(4.8) Review Score 4.8
(4.8) Review Score 4.8
(4.8) Review Score 4.8
An intake form streamlining communication between stakeholders, ensuring all tasks are captured efficiently.

Streamlined Communication

Capture all tasks, requests, and information efficiently, reducing lost communications.

A secure and customizable intake form with Google reCAPTCHA, internal access controls, and branding.

Secure and Customizable

Provide secure access with Google reCAPTCHA and personalized branding options.

An intake form for efficient task management by categorizing, prioritizing, and assigning intakes.

Efficient Task Management

Categorize, prioritize, and assign intakes for effective task management.

An overview of intake forms showing the process of gathering, managing, and prioritizing stakeholder inputs.

Effortlessly gather, manage, and prioritize stakeholder inputs with Pronnel's versatile intake forms.

How It Works

Customizable intake form fields showing various field options and branding elements.

Tailored Intake Form

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Personalized Fields

Design intake forms with custom fields that match your board’s attributes, ensuring you capture relevant data.
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Mandatory and Default Values

Set certain fields as mandatory and provide default values to ensure complete and accurate form submissions.
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Flexible Structure

Choose only the necessary fields for each form to streamline the intake process.
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Branding Options

Customize the appearance of your forms with your logo and brand colors.

Secure Submission

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Internal Forms

Create forms accessible only to your company’s stakeholders, ensuring secure internal communications.
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Public Forms

Allow external users to submit forms with added security features like captcha and Google reCAPTCHA.
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Access Control

Differentiate between internal and external forms to manage submissions securely.
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Data Protection

Ensure all submitted data is securely stored and managed within Pronnel.
Secure submission options for intake forms featuring internal and public form settings.
Various methods to integrate intake forms with custom and WordPress websites.

Integration Flexibility

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Multiple Access Methods

Use Pronnel's provided links, iframes, or embed the forms directly into your website.
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White Labeling

Connect your domain name with Pronnel using CNAME for a branded experience.
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Website Integration

Easily integrate forms with custom or WordPress websites.
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Ease of Use

Simple copy-paste fork HTML CSS code for seamless integration into your platforms.

Automated Task Assignment

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Efficient Workflows

Use automation to assign submitted forms to relevant stakeholders automatically.
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Prioritization

Prioritize tasks based on whether entries are from internal stakeholders, external stakeholders, or clients.
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Notification and Alert

Set up automated notifications and alerts to inform relevant team members about new form submissions or updates.
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Streamlined Communication

Reduce manual effort by ensuring tasks are correctly assigned as soon as forms are submitted.
Automated task assignment and prioritization based on intake form submissions.

Streamline Your Workflow

Explore additional features that enhance your intake forms, ensuring seamless task management and communication within your organization.

See All Features

Calender and Meetings

Connect your Google or Microsoft calendar, set reminders, and organize meetings effortlessly.

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Pronnel Drive

Centralized Storage Solution Your Agile Project Needs

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Seamless Data Migration

Smoothly transition your project data to and from Pronnel

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Custom Attributes

Precisely tailor task information using diverse attribute options for streamlined data capture and management.

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Agile Dashboards

Visualize Your Agile Progress and Performance.

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Access Levels and Permissions

Secure and Granular Control Over Data Access

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Optimize Every Process

Discover tailored solutions that leverage intake forms to improve efficiency, accuracy, and stakeholder engagement across all your projects.

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Incident Resolution

Prioritizes and manages incident resolution tasks efficiently, ensuring quick response times and reduced downtime.

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Change Management

Streamlines planning and implementation of changes in Agile infrastructure, minimizing disruption and ensuring smooth transitions.

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Project Deployment

Coordinates deployment tasks effectively, ensuring timely delivery and alignment with project milestones.

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FAQs: We have answers to your Questions

Can intake forms handle unexpected changes in sprint priorities?

Absolutely! Intake forms in Pronnel can be adjusted dynamically to adapt to evolving sprint goals and changing project requirements. This flexibility ensures that your team can seamlessly incorporate new tasks or reprioritize existing ones without disrupting the overall workflow, allowing for efficient project management and agile responsiveness.

How can intake forms improve collaboration between developers and testers?

Intake forms facilitate better collaboration by capturing precise task requirements upfront. Developers and testers can use these forms to communicate effectively, ensuring everyone is on the same page. By providing clear, detailed information from the start, intake forms help minimize misunderstandings and streamline the development and testing processes.

How does Pronnel's intake forms feature ensure data accuracy and reliability?

Pronnel’s intake forms feature includes built-in validation checks and Google reCaptcha integration to maintain data integrity. These tools help ensure that all entered information is accurate and reliable, reducing the risk of errors. This guarantees that your data is trustworthy and useful for making informed decisions.

What happens if we need to modify a form after deployment?

Modifying a form after deployment is straightforward with Pronnel. You can easily edit deployed forms to accommodate changing requirements. This flexibility allows you to update forms without disrupting ongoing workflows or processes, ensuring that your team can continue to work efficiently while adapting to new needs.

Can intake forms assist with user story refinement during sprint planning?

Yes, Pronnel’s intake forms are designed to capture detailed user story requirements, making them invaluable during sprint planning. By collecting precise and comprehensive information, these forms help ensure that user stories are well-defined and ready for execution, leading to more efficient and successful Agile projects.

Can Pronnel's intake forms feature help us automate routine Agile tasks?

Absolutely! Intake forms in Pronnel can be integrated with automation to streamline routine Agile tasks. This includes automating task assignment, sending notifications, and integrating with other tools. This automation enhances productivity by reducing manual efforts and allowing your team to focus on more strategic activities.

CAre intake forms customizable to match our brand's look and feel?

Yes, intake forms in Pronnel are highly customizable. You can personalize them with your brand’s colors, logo, and other design elements. Additionally, if you connect your domain name with Pronnel using CNAME, your forms will display your domain name, ensuring a seamless brand experience for your users.

Can we restrict access to intake forms to only internal stakeholders?

Yes, you can create secure intake forms that are only visible to your company's internal stakeholders. This ensures that external users cannot access these forms, maintaining privacy and security. For public forms, external users must solve a captcha to submit, adding an extra layer of security.

How do intake forms integrate with our existing website or intranet?

Integrating intake forms with your existing website or intranet is easy with Pronnel. You can use direct links, iframes, or embed the form’s HTML and CSS code directly into your website. This flexibility allows you to choose the best method for your needs and ensures seamless integration with your existing systems.

How do intake forms help with managing customer feedback?

Intake forms simplify the process of collecting and managing customer feedback. By centralizing all feedback in one place, these forms ensure that no input is lost. They allow you to track, prioritize, and address customer concerns effectively, leading to improved customer satisfaction and better overall service.

What Our Clients Say

Happy Client Review Ross
Ross

Sales & Marketing Manager in United Arab Emirates

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A positive experience. Very feature rich. Very adaptable and configurable. You won't feel "nickle-and-dimed" from the product as pretty much everything is included.

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Happy Client Review Faisal
Faisal

Business Development Head in United Arab Emirates

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Love the user interface and the straightforward navigation. Tailoring the CRM was effortless, thanks to the amazing customization options.

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Happy Client Review Serah
Serah

Executive Assistant in India

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Ease of use and efficiency with which I could see which all tasks have been done and what is yet to do

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