Project Submission Form Template

The template you're accessing is a Form Template, but can be adapted for this use case with some slight adjustments.

Streamline your project proposal submission process with ClickUp's Project Submission Form Template! This template empowers project managers and coordinators to standardize submissions, ensuring all vital information is included. With this template, you can:

• Easily collect and review project proposals in a structured format
• Standardize project information for efficient review and approval
• Facilitate collaboration among team members for successful project initiation

Take the hassle out of project submissions and kickstart your projects with ease using ClickUp's versatile template today!

To streamline your project proposal submissions, ClickUp’s Project Submission Form template offers:

• Custom Statuses: Track project progress with statuses like In Progress, New Request, Denied, and Granted to manage the submission process efficiently.
• Custom Fields: Capture essential project details using custom fields like Purpose, Line Manager, Employee Email, User Role, and Department to ensure all necessary information is included.
• Custom Views: Access different perspectives with views such as User List, Request Status, New Requests, New User Request Form, and Getting Started Guide for a comprehensive overview of project submissions.

Crafting a project submission form can streamline the process of collecting project proposals efficiently. Follow the steps below to leverage ClickUp's features and create a seamless project submission experience:

1. Define Project Requirements

Start by outlining the essential information you need from project submitters. This may include project title, description, objectives, timeline, budget, and any specific deliverables required.

Utilize Custom Fields in ClickUp to categorize and organize submission details effectively.

2. Design the Submission Form

Next, create a user-friendly submission form that guides project submitters through the process. Ensure clear instructions and fields for all necessary information to streamline the submission process.

Use Docs in ClickUp to draft the layout and structure of your submission form, making it easy for submitters to understand and complete.

3. Set Evaluation Criteria

Establish a clear set of evaluation criteria to assess project submissions objectively. Criteria may include alignment with goals, feasibility, creativity, and potential impact.

Utilize Goals in ClickUp to set specific evaluation criteria and measure each project submission against these defined goals.

4. Automate Submission Confirmation

Implement Automations in ClickUp to automate submission confirmation emails or messages to project submitters. This ensures submitters receive acknowledgment of their submission promptly.

Set up automated emails to be sent to submitters upon successful completion of the form, providing them with confirmation and next steps.

5. Review and Select Projects

Once submissions are received, collaborate with your team to review and evaluate each project proposal. Discuss strengths, weaknesses, and alignment with project goals to make informed decisions.

Utilize Board view in ClickUp to visually move projects through different stages of review, from "Received" to "Under Review", "Approved", or "Rejected".

6. Provide Feedback and Notifications

Offer feedback to submitters on their project proposals, whether they are accepted or not. This helps submitters understand areas of improvement and fosters a transparent and constructive process.

Use Email in ClickUp to communicate feedback to submitters directly from the platform. Additionally, set up notifications to keep submitters informed about the status of their submissions.

By following these steps and utilizing ClickUp's powerful features, you can create an efficient and transparent project submission process that encourages quality submissions and enables effective project selection.

Project managers and coordinators can leverage the Project Submission Form Template in ClickUp to streamline project proposal submissions and enhance the review and approval process.

To get started, follow these steps:

• Begin by adding the Project Submission Form Template to your Workspace in ClickUp and specify the designated Space or location.
• Invite relevant team members or stakeholders to collaborate on project submissions.
• Utilize the template's custom fields to capture essential project details:
  • Fill in the Purpose field to outline the project's objectives.
  • Specify the Line Manager responsible for overseeing the project.
  • Enter the Employee Email for communication and updates.
  • Define the User Role and Department associated with the project.
• Leverage the template's various views to manage project submissions effectively:
  • Use the User List view to track project contributors and stakeholders.
  • Monitor the Request Status view to stay updated on the progress of submissions.
  • Manage incoming projects in the New Requests view.
  • Streamline new user requests with the New User Request Form view.
  • Access the Getting Started Guide view for assistance in navigating the project submission process efficiently.