How To Create An Intake Form In Asana

How To Create An Intake Form In Asana

1. Log In to Asana: Access your Asana account.
2. Create a New Project: Click on the “+” button to start a new project.
3. Select a Template: Choose a template or start from scratch.
4. Name Your Project: Give your project a clear and descriptive name.
5. Add Sections: Organize your project with relevant sections.
6. Create Tasks: Add tasks that represent the fields of your intake form.
7. Customize Fields: Use custom fields for specific information you need.
8. Set Due Dates: Assign due dates to tasks if necessary.
9. Assign Team Members: Designate who will handle each task.
10. Share the Project: Invite team members to collaborate on the intake form.
11. Test the Form: Fill out the form to ensure it works as intended.
12. Make Adjustments: Revise any sections or fields based on feedback.