Project Tracking Submission Form Page

Project Type*
Please select the type of project you will be working on.
- Client Training
- Email Library Maintenance
- Internal Training
- Xtend Research, Planning, or Program Changes
Does this project require a contract?*
- Yes
- No
Be sure to also submit a Contract Request Form.
Project Details*
Please provide any additional details regarding this project.
How did this project begin?*
- The CU reached out to us
- We reached out to the CU
- Marketing / promotion
- Webinar

Your name*
Please enter the name of the employee leading this project.
First Last
Will additional employees work with you to complete this project?*
- Yes
- No
Other employees*
Please include the names of any other employees who should be sent this contract.

Credit Union name
Credit Union Number/ID
Please enter a number from 0 to 9999.
CU Contact*
The name of our primary contact at the credit union for this project - if applicable.
First Last Email