How to Create an Intake Form in Asana

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

1. Open a project in Asana where you want to add the intake form.
2. Navigate to the Customize menu in the top-right corner of your project.
3. Select Forms from the Customize panel to access the form builder.
4. Review the form preview and add details such as name, email, and an image to personalize your form.
5. Click the Done button to save your form configuration.
6. Choose to share your form via email by entering your recipient's address in the share panel.
7. Click Share form once you have entered your recipient's details to send the form.
8. Alternatively, copy the form link and share it via social media platforms or any other channel.