{"id":2878,"date":"2022-04-08T12:18:00","date_gmt":"2022-04-08T12:18:00","guid":{"rendered":"https:\/\/blog.integrately.com\/?p=2878"},"modified":"2023-09-29T08:20:44","modified_gmt":"2023-09-29T08:20:44","slug":"how-to-create-a-form-in-asana","status":"publish","type":"post","link":"https:\/\/blog.integrately.com\/how-to-create-a-form-in-asana","title":{"rendered":"How to Create a Form in Asana"},"content":{"rendered":"\n<p>Asana is a systematic and powerful project management tool. It offers a wide range of features so you can collaborate effectively and generate efficient results.<\/p>\n\n\n\n<p>Among so many features, Form is one of the interesting customization options Asana provides. It lets you collect essential information about your team and helps in project management.<\/p>\n\n\n\n<p>Each form you create will be connected to its specific project. So when someone fills the form you created, it will be visible as a new task under that project.&nbsp;<\/p>\n\n\n\n<p>This will assist you in collecting, updating, and generating necessary data.&nbsp;<\/p>\n\n\n\n<p>Asana actually offers this customization feature to paid customers under Premium, Business and Enterprise categories. In case you have been provided with a free 30-days trial, you can utilize the feature for some time.&nbsp;<\/p>\n\n\n\n<p>Otherwise, you can upgrade your Asana account and make the most of the many features available to simplify your workflow.<\/p>\n\n\n\n<div class=\"wp-block-columns ctaApps has-white-color has-text-color has-background is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\" style=\"background-color:#011240\">\n<div class=\"wp-block-column ctaAppContent is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<p class=\"has-text-align-center ctaAppsHeading\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#f35a38\" class=\"has-inline-color\">8 Million+<\/mark> Ready Automations<br>For <mark style=\"background-color:rgba(0, 0, 0, 0);color:#f35a38\" class=\"has-inline-color itlAppCount\">750+<\/mark> Apps<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button ctaBtn\"><a class=\"wp-block-button__link has-white-color has-text-color has-background wp-element-button\" href=\"https:\/\/app.integrately.com\/signup\" style=\"background-color:#f35a38\" target=\"_blank\" rel=\"noreferrer noopener\">Try Integrately For FREE<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div id=\"how-to-create-a-form-in-asana\" class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h2>How to Create a Form in Asana<\/h2>\n<p>To create a form in Asana,<\/p>\n<ul>\n<li>\n<p>Sign in to your Asana account<\/p>\n<\/li>\n<li>\n<p>Click <b>\u2018Customize\u2019<\/b> on the right<\/p>\n<\/li>\n<li>\n<p>Scroll down to <b>\u2018Forms\u2019<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11064 size-full\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/create-form-asana.png\" alt=\"Create form in asana\" width=\"900\" height=\"350\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/create-form-asana.png 900w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/create-form-asana-300x117.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/create-form-asana-768x299.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/li>\n<li>\n<p>Click <b>\u2018Add Form\u2019<\/b><\/p>\n<\/li>\n<li>\n<p>Customize your Form<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11066 size-full\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/customize-form-asana.png\" alt=\"Customize Form\" width=\"900\" height=\"350\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/customize-form-asana.png 900w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/customize-form-asana-300x117.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/customize-form-asana-768x299.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/li>\n<li>\n<p>And hit <b>\u2018Done\u2019<\/b>. Your Form is created!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11067 size-full\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/form-created-asana.png\" alt=\"form Created\" width=\"900\" height=\"350\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/form-created-asana.png 900w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/form-created-asana-300x117.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/form-created-asana-768x299.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/li>\n<\/ul>\n<p>Asana Form template comes with two default questions. You can choose to keep or delete it accordingly.&nbsp;<\/p>\n<p>On the right-hand side, you can see customization options. You can select the question types, attachments, dates and more as required to collaborate effectively with your team.&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11068 size-full\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/questions-asana.png\" alt=\"Questions\" width=\"900\" height=\"350\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/questions-asana.png 900w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/questions-asana-300x117.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/questions-asana-768x299.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<p><b>Key Point<\/b> &#8211; If you are deleting the email address section, the form fillers will not receive notification of submission.&nbsp;<\/p>\n<p>For additional settings to your Form,<\/p>\n<ul>\n<li>\n<p>Go to \u2018<b>Settings\u2019<\/b>, next to \u2018<b>Questions\u2019<\/b> on the right sidebar<\/p>\n<\/li>\n<li>\n<p>Select a question response for the task title<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11071 size-full\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/task-settings-asana.png\" alt=\"Task Setting\" width=\"900\" height=\"350\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/task-settings-asana.png 900w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/task-settings-asana-300x117.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/task-settings-asana-768x299.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/li>\n<li>\n<p>Set a default assignee<\/p>\n<\/li>\n<li>\n<p>Set a custom confirmation message<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11074 size-full\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/confirmation-message.png\" alt=\"Confirmation message\" width=\"900\" height=\"350\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/confirmation-message.png 900w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/confirmation-message-300x117.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/confirmation-message-768x299.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/li>\n<li>\n<p>Enable copying responses to task description if you wish<\/p>\n<\/li>\n<li>\n<p>Hit done!<\/p>\n<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<div id=\"how-to-share-and-use-your-asana-form\" class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h2>How to Share and Use your Asana Form<\/h2>\n<p>To share your Asana Form,<\/p>\n<ul>\n<li>\n<p>Go to <b>\u2018Add Form\u2019<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11075 size-full\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/asana-add-form.png\" alt=\"Asana Add Form\" width=\"900\" height=\"350\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/asana-add-form.png 900w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/asana-add-form-300x117.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/asana-add-form-768x299.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/li>\n<li>\n<p>Create a <b>\u2018Form\u2019<\/b><\/p>\n<\/li>\n<li>\n<p>Head to the <b>\u2018Share\u2019<\/b> button on the top right corner<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11076 size-full\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/share-form-asana.png\" alt=\"Share Form\" width=\"900\" height=\"350\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/share-form-asana.png 900w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/share-form-asana-300x117.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2022\/04\/share-form-asana-768x299.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/li>\n<li>\n<p>Choose who should have access to the form<\/p>\n<\/li>\n<li>\n<p>Click <b>\u2018Copy Link\u2019<\/b><\/p>\n<\/li>\n<li>\n<p>Now share the link with your team<\/p>\n<\/li>\n<\/ul>\n<p>As they fill and submit the form, a new task will be created under the project connected to the form. And the submitters will receive a confirmation email for their submission.<\/p>\n<\/div><\/div>\n\n\n\n<div id=\"when-should-you-use-asana-forms\" class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h2>When should you Use Asana Forms<\/h2>\n<p>You should use Asana forms to collect the necessary information to complete your tasks and responsibilities. Every time a new form is submitted, you receive data important for your projects and business.<\/p>\n<p>You can then\u00a0export Asana data\u00a0for further analytics and sharing.<\/p>\n<\/div><\/div>\n\n\n\n<div id=\"key-features-of-forms-in-asana\" class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h2>Key Features of Forms in Asana<\/h2>\n<p>Here are key features of forms in Asana<\/p>\n<ul>\n<li>\n<p>Create a questionnaire as per your requirements<\/p>\n<\/li>\n<li>\n<p>Create a custom submission message<\/p>\n<\/li>\n<li>\n<p>Send an instant confirmation email<\/p>\n<\/li>\n<li>\n<p>Set default assignee<\/p>\n<\/li>\n<li>\n<p>Add attachments<\/p>\n<\/li>\n<li>\n<p>Set due dates<\/p>\n<\/li>\n<li>\n<p>Share forms<\/p>\n<\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Asana is a systematic and powerful project management tool. It offers a wide range of features so you can collaborate effectively and generate efficient results. Among so many features, Form is one of the interesting customization options Asana provides. It lets you collect essential information about your team and helps in project management. Each form<a class=\"moretag\" \n href=\"https:\/\/blog.integrately.com\/how-to-create-a-form-in-asana\">Continue Reading&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":14911,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[29],"class_list":["post-2878","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-app-tips","tag-asana"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create a Form in Asana<\/title>\n<meta name=\"description\" content=\"Here\u2019s a tutorial on how to create and share forms with your team in Asana.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.integrately.com\/how-to-create-a-form-in-asana\" 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