Forms

Modified on Mon, 22 Jul at 10:57 AM

Available on Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Premium, Business, and Legacy Enterprise. Certain features within forms, such as branching, header customization, multiple forms per project, and confirmation message customization are only available to Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise.

Forms standardize the way work gets kicked off for your team, gather the necessary information you need, and ensure that no work falls through the cracks. You can use forms with internal and external teams, to collect and consolidate information, minimize any friction, back and forth, or misunderstanding for your team.

How to create a form

Forms are part of Asana projects. When someone fills out your form, the form submission will show up as a new task in the project the form lives in.

creating a form from the customize menu.png

To create a form:

Access a project and navigate to the Customize menu
Navigate to Forms
Click Add form

From here, you can customize the content of your form.

From the forms tab, you can create, edit and share forms. Your form will take on the same name as the project it's connected to, but you can change the name of your form and add a description to give directions or information to form submitters.

Forms also come with two default questions, name and email, to ensure you get the contact information of the requesters. You can choose to delete these questions when creating your form.

Join our Creating basic workflows in Asana virtual training to learn how to standardize how to kick off work with forms. Register now.

Deleting the email question means that submitters won’t receive the email confirmation associated with their submission.

Adding headings to your forms

Add headings to your forms to organize your questions into sections.

To add a heading:

Click the Form content tab
Scroll down to the Content section and click Heading
Drag and drop your heading to where you want it to place it

You can also hover over your form and click + Add a heading.

Forms widget on the Home page

You can access forms directly from the Home page with the Forms widget.

The widget displays your recent forms and favorite forms, and you can create a new form directly from the widget via the + Add new button.
Add widgets to your Home page by clicking the Customize button in the top-right corner.

Add form submitter as collaborator

Keep a form submitter in your organization in the loop by automatically adding them as a collaborator on the task created by their form submission. Toggle the setting on or off from the settings tab.

add submitters in my organization as form collaborators toggle.png

Forms branching

Available on Asana Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise.

Forms branching enables you to create follow-up questions associated with particular responses to single-select or multi-select questions.

From here, hover over and click the Add a branch icon.

You can have up to five levels of branches within branches.

Form settings

options from the setting tab in forms.png

From the Settings tab, you can:

Select a field for the task title
Designate a default assignee for each form submission
Copy all answers to the task description
Select who can access the form
Add a custom confirmation message
Include a button so that submitters can easily complete another submission

The ability to add a default assignee and a custom confirmation message is available on Asana Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise.

Add attachments to a form

Add an attachment question to your form, so submitters can attach creative briefs, images, documents, PDFs and more. Any attachment added to a form will be attached to the task that is created in your project when a form is submitted.

To add an attachment, click on the Attachment icon under your questions list.

Once you've added your question, you can:

Change or edit the question name and add a question description
Allow multiple attachments to be added
Toggle on or off the Required field

Preview a form

As you build your form, you can preview it at any time to see how it will appear to form submitters by clicking View form.

Forms as a template

Asana-created project templates include forms.

How to create a form template:

From Choose a project template click on Creative Requests
Click on the Use template button when you navigate to form template

From project templates you will be redirected to a Creative Requests form which will capture all your team's creative requests and organize it for you.

When you select Use Template, you can then rename the template and get started with your new project in form template.

Multiple forms per project

Available on Asana Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise.

With every project having a different purpose and functionality, it’s so important to consolidate different types of input and information so that projects are used effectively. You can create multiple forms per project to support different types of work requests within any given project. Having the option to create multiple forms can help to streamline workflows and minimize the ‘work-about-work’ that can often add to the workload of the user.

Duplicating a form

Duplicating forms can help you save time when iterating your intake process.

To duplicate a form, click on the three dot icon in the upper right corner and select Duplicate form.

From here, you can change the form's name and click on Duplicate form.

Once you’re in the duplicate form, you can click on Change to activate the form link. From your form settings, you can select who can access the form.

From the Customize menu, you can view all of your forms.

You can have a maximum of 5 forms in a project.

When duplicating a project, you also have the option to duplicate your form. Just select the Form check box when duplicating the desired project.

Forms automatically duplicate via Asana-created templates, custom templates, and the API.

Duplicating a question in a form

To duplicate a question, click on the + icon. You can then edit the duplicate question and its branches.

Reporting abuse in a form

To report abuse in a form, click on Report abuse. Asana's security team will be notified to review and act on the incident in question.