The intake form feature in Concord streamlines the process of submitting and managing requests within your organization, allowing for efficient and organized workflows.
Accessing the intake form To access the intake form:
- From the Inbox, go to the left-hand menu and click on the Intake section.
- Select 'New intake form request' in the top right corner.
- Fill out the required information and Submit your request.
Filling out the intake form The intake form requires several details:
- Title (mandatory): Provides a concise summary of the request.
- Description (optional): Additional details about the request.
- Assignee: Choose the individual responsible from a dropdown list.
- Due date: Use the date picker to set a deadline for the request completion.
Submitting the form Ensure all necessary information is filled in:
- Click 'Submit' to finalize the request. If the title is missing, you will receive an error message.
- A confirmation message will be displayed upon successful submission.