Improve project intake request using conditional questions + automation
P
Prithvi Kumar
Here is a very common use case for us:
A requestor is submitting a task on the ClickUp form:
- Selects the request type - Email Outreach
- Adds Due date - 1st July 2025
- Error Message: The task due date is not in accordance with the SLA. The suggested due date is 5th July 2025. (This message should show up while submitting the form)
- Requestor looks at the error message and updates the due date. This helps us receive project submissions which are SLA compliant.
- Exception: In case it is "Urgent", the requestor will need to update priority as "Urgent and submit it. A message should show up " Your project request is currently under review with stakeholders. Once approved it will automatically be assigned for execution"
Regards
Prithvi Kumar
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