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Docs / Intakes / Planning form

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.

Public form Produces initiatives PM-authored

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

mapToInitiative field
titletitle
problemproblem — the user / business problem being solved
proposed_approachproposed_approach — how you'd tackle it
submitter_emailStored on the initiative for follow-up

Initiative lifecycle (separate from briefs)

draft refining human_review proposed accepted done

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.