Planned, not shipped
Intake forms are not in AgencyOS yet. This page describes the current plan, and details may change before they ship.
The problem
Every new enquiry arrives in a different shape, and someone types it into the board by hand.
Your own forms, landing on the board as work items.
Enquiries, briefs, change requests: every agency has a few things it asks for again and again. Intake forms will let you put those questions into a form of your own, and turn each answer into a work item, set up the way you like.
Intake forms are planned and not part of AgencyOS yet. What you see here is the plan, and details may still change before it ships. Tell us how you would use it.
01 · Your questions
Design the form your intake actually needs.
You’ll add the fields you need, from short text and email to dates, choices and a simple yes or no, and put them in the order that makes sense to the person filling it in. One project can have several forms, one for each kind of request.
- Fields you define yourself, not a fixed set of boxes.
- One form per kind of request, each on its own project.
Enquiry · Haus am SeePlanned · preview
NameText
EmailEmail
PhoneText
Financing confirmed?Yes / No
Preferred viewing dayDate
+ Field
CreatesEnquiry template
02 · Templates
A template decides what each answer becomes.
Every form will be tied to a template: which column a new card lands in, which labels it carries, who it is assigned to and whether the client can see it. The answers go into the description, so nobody has to copy anything across.
- Internal by default, like everything a client didn’t write themselves.
- Change the template later and new submissions follow it.
Template · EnquiryPlanned · preview
ColumnNew enquiry
LabelsLead
AssigneeLena B.
Visible to clientNo
Description
Enquiry for Haus am See. {answers}
Save template03 · On the board
Every submission, a card you can work with.
A submitted form will show up as a work item like any other. You can comment on it, track time on it, attach a document and move it through your columns, with the original answers right there on the card.
Submitted enquiryPlanned · preview
- Name
- Familie Weber
- Financing confirmed?
- Yes
- Preferred viewing day
- Saturday
New enquiry
SEE-14Familie WeberLeadFinancing ✓
In detail
Shaped by you
If you have a form you send out every week, tell us about it when you get started. It helps us get the details right.
Same rules as everything else
Work items created from a form follow the same access rules as every other item: you decide what the client sees.
Other features
See it with your own customers in it.
We’ll set up your workspace with you and move your current projects over before the first call ends.