How to Create an Intake Form in Asana

Updated on:

April 6, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to create an intake form in Asana.

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Here’s a step by step tutorial on how to create a form in Asana:

Open a project.
Navigate to the 'Customize' menu.
Select 'Forms'.
This is how your form will look like. You may add details such as name, email, and an image for your form.
Click the 'Done' button.
You can share your form via email.
Click 'Share form' once you have your recipient.
You can also copy the link of your form and share it via social media platforms.

📌 Why this matters

Creating intake forms transforms scattered requests into organized, actionable data you can actually manage. Instead of juggling emails, Slack messages, and random conversations, you funnel everything through a single channel that automatically populates your project with the exact information you need.

The real power lies in standardization—when everyone submits requests using the same format, you eliminate back-and-forth clarification emails and can spot patterns in incoming work. This creates predictable workflows and helps you identify bottlenecks or recurring issues you might otherwise miss.

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