Template
How to use the Organization intake template
In short: this is a front desk. Someone fills a form about what to deliver. You open it as a Duaer Organization and add the next steps yourself.
What it is for
Jumping straight into a pile of nodes is confusing. This template does one job first: capture the request — what to deliver, who owns it, and how urgent it is.
How to open it
- Open the Duaer home page.
- Click “Open intake template” or “Use this template”.
- If you are signed out, sign in first. Then the canvas opens with the template ready.
- The sidebar Templates item also opens our own list. It does not send you to another website.
What to do next
- Activate the Duaer Organization.
- Copy the form URL from the Intake form node and submit a test row.
- When that works, replace “Ready for your next node” with what you actually need — notify, sheet, Duaer, anything.
FAQ
What is the Organization intake template for?
It is a front desk: someone fills a form about what to deliver; you open it as a Duaer Organization and add the next steps yourself.
How do I open the intake template?
Open the Duaer home page and click “Open intake template” or “Use this template”. The sidebar Templates list also works and does not send you to another website.