Planning form intake
Same shape as a web form — but instead of producing a brief, the planning intake produces an initiative. An initiative is a planning artefact: a problem statement, a proposed approach, and a tree of child briefs that get spawned once the initiative is accepted.
When to use this
Use a planning form when the work doesn't fit in a single brief. Typical examples: "build out SSO", "redesign the onboarding flow", "GDPR audit". The PM (or any submitter) describes the problem and a proposed approach; an AI pass refines and structures it; a human reviewer accepts it; child briefs are then created from the structured plan.
Mappable fields
mapTo | Initiative field |
|---|---|
title | title |
problem | problem — the user / business problem being solved |
proposed_approach | proposed_approach — how you'd tackle it |
submitter_email | Stored on the initiative for follow-up |
Initiative lifecycle (separate from briefs)
Once an initiative reaches accepted, child briefs become claimable. The
initiative tracks rollup status (how many child briefs are done / in progress / open) and
closes itself when the last child brief lands.
Initiatives vs. labels. Initiatives are for grouping work that's meaningfully a single project (with its own state machine and rollup). For ad-hoc groupings, use brief labels — they're cheaper and don't carry the planning ceremony.