Quick summary
Asana's intake form feature lets teams collect structured requests directly inside a project by using the built-in Forms tool under the Customize menu. Once created, the form can be shared via email or a shareable link, making it easy to standardize incoming work requests across your organization.
Steps
- Open a project in Asana where you want to add the intake form.
- Navigate to the Customize menu in the top-right corner of your project.
- Select Forms from the Customize panel to access the form builder.
- Review the form preview and add details such as name, email, and an image to personalize your form.
- Click the Done button to save your form configuration.
- Choose to share your form via email by entering your recipient's address in the share panel.
- Click Share form once you have entered your recipient's details to send the form.
- Alternatively, copy the form link and share it via social media platforms or any other channel.
