New ideas pipeline

Template

Manage new ideas inside an Innovation Team, choose which will be implemented and assign partners to work together with you on the new project all streamlined in a single workflow.

Use template now
Pipefy

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Idea name
  2. Idea description
  3. Additional files
  4. Impact
    • R&D
    • IT
    • Operations
    • Administrative

Backlog

  1. Idea evaluator
  2. Additional comments
  3. Is it pre-approved?
    • Yes
    • No

Implementation partners

  1. Chosen partner
  2. Contact’s name
  3. Contact’s email

Formal proposal

  1. Additional documents
  2. Impact
    • IT
    • R&D
    • Administrative
    • Production
    • Logistics and Operations
    • Others
  3. Specify others
  4. Budget
  5. Expected impact
  6. Implementation time
  7. Units
    • Days
    • Weeks
    • Months
  8. Expected delivery date

Board approval

  1. Was the project approved?
    • Yes
    • No
    • Changes required
  2. If not, please state the reasons why or the required changes.

Project changes

  1. Is the project approved?
    • Yes
  2. Changes made to the proposal

Approved new ideas

Non-approved ideas

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact Us

Contact Us