Intake is a Plane-only feature that lets create work items following which and can move these work items inside a project. Intake can take bug reports, feature or service requests, or raise a ticket by stakeholders, customers, or clients. Work items created in Intake can then be accepted to move them to the Project’s workflow.
Admins
can turn on the Intake feature for the project.
Guest
role can create work items in Intake. To create a work item:
Guest
role can assign properties when creating an Intake work item. However, these properties can be overridden by the project Admin
or Member
later.
For a work item in the Intake, you can choose to assign the following properties:
Property | Description |
---|---|
State | If the work item in Intake is still being triaged, you can assign it to a state to help you identify the progress before moving it to your project. |
Priority | Set the priority of the work item to align the expectations on how quickly the work item should be acted upon. |
Assignees | Assign the team member who should triage or prioritize the work item. |
Labels | Categorize work items using the labels available in the project. |
Due date | Set when the work item needs to be prioritized or triaged by adding a due date. |
Pending
state. Admin and Member roles can accept, decline, snooze or mark the work item as a duplicate.
Cancelled
state under your project.
Open
work items. You can also un-snooze the work item from the three dots menu.
Cancelled
state under your project.
Admins
have permission to delete Intake work items before it goes through the workflow. Deleted work items will not appear under any label in the Closed
work items of Intake.
Pending
or Snoozed
work items are considered open work items. Further action can take place on such work items. Whereas, Accepted
, Declined
, and Duplicate
appear under closed work items. No further action is required on closed work items.