Dashboard Project Intake Form


Greetings, all,

Has anyone used the widget generally assigned to the Project Intake Form for something else? Perhaps a custom fillable .pdf?

Peter B



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @PFB

    I hope you're well and safe!

    Not sure I follow. Can you elaborate?

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • PFB
    PFB ✭✭

    Thank you for your reply Andree. I've pasted a screen snap of the widget I was asking about. Right now, you can see this references the form that is associated with the Project Intake sheet. This widget is part of the Project Portfolio Roll-up dashboard. I am wondering if anyone has use a different form here - perhaps a custom .pdf file - or other type of project initiation/request form here?