How to create a form in Asana

Learn how to create a form in Asana: open a project's Customize menu, add a form, set up questions, check settings, and publish it to collect requests.

Quick answer

To create a form in Asana, open your project, click Customize, choose Forms, then click Add. Asana opens an Add form dialog with default Name and Email address questions. Add more questions, review the Settings tab for where tasks land, then click Publish when the form is ready to share.

Steps at a glance

  1. Open your project and click Customize
  2. Choose Forms in the Customize panel
  3. Click Add to start a new form
  4. Add questions with New question
  5. Review the Settings tab
  6. Click Publish

Interactive demo

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Summary

Forms in Asana turn submissions into tasks in a project. They give teammates one consistent way to send requests instead of scattered messages.

Step-by-step guide

  1. Step 1

    Open the project's Customize menu

    Open the project that should receive the requests, such as Work requests. Click **Customize** in the top right of the project to open the Customize panel.

  2. Step 2

    Choose Forms

    In the Customize panel, look under **This project** and click **Forms**. The panel switches to the forms screen for this project.

  3. Step 3

    Add a form

    The forms screen shows **Get started with forms** and explains that form submissions become tasks. Click **Add** to create the form.

  4. Step 4

    Add a question to the form

    The **Add form** dialog opens with **Name** and **Email address** questions already in place. Use the **Questions** tab on the right to add more, such as **Attachment** or **Heading**, or click **New question**.

  5. Step 5

    Review the form settings

    Click the **Settings** tab to see where submissions go. Under **Task settings** you can choose a section for tasks and a default assignee. Under **Form settings**, **Organization only** controls who can access the form.

  6. Step 6

    Publish the form

    When the questions and settings look right, click **Publish** at the bottom right of the dialog. You can also use **Copy link** to share the form link.

Why this matters

You keep getting requests by chat and email, each missing details. A form asks for the same information every time and drops each answer into your project as a task, so nothing gets lost and you can triage from one list.

Frequently asked questions

  • Who can submit the form?

    The dialog shows that only your organization can access and submit the form by default. You can change this with the Change link or under Form settings.

  • Where do form submissions go?

    Each submission becomes a task in the project. The Settings tab lets you pick the section for those tasks and a default assignee.

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