Set Up Request Intake Forms in Asana
Use a project form to turn requests into tasks with consistent information. Routing requires deliberate field mapping and, where available, rules; the form alone does not prioritize the work.
Step-by-step guide
Check access and scope
Forms require an eligible paid plan and project editing access. Check availability before planning branching or default-assignee behavior.
Add the project form
Open the intake project and add Forms from Customize. Open Customize > Add > Forms, then configure and publish the form after previewing the respondent experience.
Ask problem-first questions
Ask for the problem, source context and requested timing.
- Worked example: A design-request form can collect the affected screen, user problem and evidence link. Route it to Needs review rather than treating the requested date as a promised deadline.
Map answer fields
Map answers into useful custom fields.
Check routing conflicts
Choose a submission section and inspect overlapping rules.
Submit a sample request
Publish a sample form and review a submitted task.
Verify the result
A test request creates one task with readable answers, correct field values and an accountable reviewer.
Common mistakes
Check the handoff edge case
Removing the email question changes the submitter confirmation experience. Test the requester side as well as the task created inside Asana.
Sources and verification
Based on product documentation checked on 2026-10-24. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.