How to Create a Form in Asana

Quick summary

Asana's built-in Forms feature lets teams create structured intake forms directly inside any project, complete with custom questions, required fields, and file attachments. Once built, forms can be previewed, shared via email, or distributed via a link — turning ad-hoc requests into organized, trackable tasks.

Steps

1. Open an existing project in Asana to begin.
2. Navigate to the Customize tab at the top of the project.
3. Under the Add menu, click Forms to create a new form.
4. Start editing your form by adding a description to give respondents context.
5. Add a Date field to your form to capture timing information.
6. Create a question to collect specific input from respondents.
7. Mark the question as Required to ensure respondents must answer it before submitting.
8. Click the Attachments option to allow respondents to upload files with their submission.
9. Check the checkbox to allow multiple attachments per submission.
10. Use the arrow icons to reorder questions by clicking the upward or downward arrows.
11. Click View form to preview how your form will appear to respondents.
12. Click Share form to open the sharing options panel.
13. Share your form via email by entering recipient addresses in the share dialog.
14. Click Share form to confirm and send the form to email recipients.
15. Use the Copy link option to share your form via a direct URL instead.
16. When satisfied with your form, click Publish to make it live for submissions.