How to use Asana Forms
Learn how to create and use forms in Asana. This is great for collecting information necessary to complete tasks. This is great for processes like design requests, invoicing, bug tracking and support tickets. You can then use rules to automatically assign the task to the correct person on the team, based on the type of response.
0:00 - Introduction
0:38 - What is a form?
1:25 - Why use forms?
2:49 - How to create a form
8:00 - Adding branches
9:44 - Form settings
12:55 - Live example
14:17 - Adding rules
17:34 - Outro
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Пікірлер: 14
Your videos are incredible!
@minor-co
Ай бұрын
Thank you 👍
great video
@minor-co
Ай бұрын
Thank you!
Hi! This is so helpful! If I have Premium subscription, can I still have a task created after the form submission and set rules for subtasks to be created automatically? Or do I have to upgrade to the Advanced subscription? Thank you so much!
@minor-co
Ай бұрын
This would require the Advanced subscription I'm afraid. If you contact us, we can give you a quote and offer you the best price on the upgrade as we are an Asana reseller: minorco.com/contact/
Hi Paulo, I would like to know if the role project roles (or function) in templates can be added when the project is created by a rule. Tnaks a lot, love yours videos.
@minor-co
29 күн бұрын
Good question. I just checked and it doesn't look like it I'm afraid.
Always love your videos! Question - Is there a way that if a question is posed asking the # of [Input Item Here], for example, 1, 2, or 3, that it would branch out to ask the same series of questions to collect information about each? i.e. If they select 1 items the same list of 5 questions and if it's 2 the list of 5 questions twice and so on?
@johnwhite8767
Ай бұрын
I believe I have figured out the answer to the above. However, I have a follow-up question. If I have a Multi-select Question with the options 1, 2, or 3, and I have all of my questions prepared for if 1 is selected, is there a way to efficiently duplicate all of my questions for if 2 or 3 is selected or do I need to manually input all questions?
@minor-co
29 күн бұрын
I like the workaround 👍
@minor-co
29 күн бұрын
You would need to set these up manually I'm afraid.
One thing I can't find in your videos is the best practice for handling tasks where you're waiting for someone to respond. I'd like to avoid having multiple "follow up" tasks on top of existing tasks and I'm trying to keep my tasks outcome focused. E.g. "Obtain title commitment." might be the task. How do you treat the job of following up with the title company multiple times to get them to send you the title commitment?
@minor-co
Ай бұрын
Good question - you could use a Section or Tag to group task that need to be followed up.