Agile Project Intake Form

Streamline Your Agile Project Intake with Paperform

For product teams, engineering managers, and agile coaches running iterative development cycles, capturing the right information upfront makes all the difference. This Agile Project Intake Form is designed to help software teams, digital agencies, and product organizations structure new epics and initiatives from day one—complete with business justification, success criteria, and initial story mapping.

Instead of scattered Slack threads, half-finished Notion docs, or email chains that lose context, this template brings your entire project brief into one clear, structured form. Teams can submit new epic proposals with a solid business case, define measurable outcomes, and sketch out user stories—all before the first sprint planning session.

Built for agile workflows and cross-functional collaboration

Whether you're a product manager scoping a new feature, a project manager prioritizing the roadmap, or an engineering lead estimating technical effort, this intake form gives you a consistent framework for evaluating and greenlighting work. It covers:

• Epic and initiative details: Clear naming, scope description, and strategic alignment
• Business case and ROI: Problem statement, target users, expected value, and resource estimates
• Success metrics: Quantifiable KPIs and acceptance criteria to measure impact
• Initial story mapping: High-level user stories, dependencies, and technical considerations

This structure ensures every new project starts with shared understanding across product, engineering, design, and stakeholders—reducing back-and-forth and helping teams hit the ground running in sprint zero.

Automate handoffs with Stepper

Once a project is submitted, you can use Stepper to route the intake through your approval workflow—notify the product owner, create an epic in Jira or Linear, update your roadmap in Notion or Airtable, and kick off a kickoff meeting automatically. No manual copy-pasting between tools, just a clean handoff from idea to backlog.

For teams juggling multiple epics, product lines, or client projects, Paperform's conditional logic lets you tailor follow-up questions based on project type, priority, or team—keeping the form flexible without overwhelming contributors with irrelevant fields.

Designed for modern product and engineering teams

This template is perfect for software development teams, SaaS product orgs, digital agencies, IT departments, and any agile team that wants to replace ad-hoc project requests with a repeatable, transparent intake process. Trusted by over 500,000 teams worldwide and built to integrate with your existing stack—Jira, Linear, Asana, Slack, and more—Paperform helps you move from idea to execution faster, with better clarity and alignment across the board.