How to create a form in Asana

Today, workflow management tools are an integral part of successful team collaboration and Asana is the perfect representative. This cloud-based software offers countless great features that allow users to track tasks and organize them.

While Asana offers a free version of the software, paid subscribers have the option to create custom forms. This functionality is incredibly useful for requesting work projects or sending valuable feedback. Although Asana forms have been available since 2019, you may not have been taking full advantage of them yet.

Here’s what you need to know about creating an Asana form and sharing it with other team members and external collaborators.

Creating a form

Each project in Asana has a designated Forms tab, allowing you to quickly create an intake form related to a specific work project.

For example, you may need all team members to participate in a brainstorming session. By creating a form, you can gather all the ideas in one place and keep them organized. So how does that work?

To create an Asana form, here are the steps you need to follow.

1. Gonna Asana and log in to your account.
   
2. Go to the “Project” p and navigate to the “Forms” tab.
   
3. Select the “Create a form” or “Add form” option. You’ll notice that the project name is the form name by default. But you can click to change it.
   
   
4. Enter the name and email address of the team member or collaborator.
   
5. In the right side panel, select the “Questions” tab. Enter all the questions you want to see in the form.
   
6. To ensure that the person receiving the form answers all questions, select the “Required” field next to each question.
   
7. If the recipient of the form needs to attach a PDF, image, or Word file, select the “Attachment” option in the “Questions” tab.
   
8. Click “Done.”
   

That’s all about it. You have successfully created an Asana form.

How to add a follow-up question to your Asana form

Your Asana form can be as simple or complete as you need. When requesting information from other people on the team, you may need to add follow-up questions, referred to as “form branching.”

This way, you will be able to obtain more accurate and detailed information about a specific topic or project. The steps are quite simple, since everything you need to do is in the “Questions” tab.

This is what you should do.

1. Go to your Asana account, click go to a specific project, and select the “Forms” tab.
   
2. Choose “Create a form” or “Add form” and open the “Questions” tab.
   
3. From the same tab, select the “Dropdown” option.
   
4. Enter all questions in the drop-down set.
   
5. Select “Add a branch” next to each question if you need to ask more follow-up questions.
   
6. If you would like your teammates to have the opportunity to select more than one option from the drop-down menu, click the “Multiple Select” option in the “Questions” tab.
   

It’s also worth noting that the people you send the form to don’t need to have an active Asana account to have the option to fill out the form.

How to Preview an Asana Form

When creating your Asana form, it’s vital to keep track of what it will look like once you’re done. But there’s no need to wait until you’re ready to make last-minute changes.

Instead, you can preview the form as you go and make adjustments to make sure it looks professional and easy to read.

Asana has a built-in button called “View Form” in the “Forms” p that gives you a quick overview of what you’ve done up to that point.

Here’s how to find it.

1. Open Asana and go to the “Forms” p.
   
2. Select the “Create a form” option and start customizing the form.
   
3. At any point during the process, navigate to the “Preview” button located in the upper right corner of the window.
   

Instantly, you’ll be able to see exactly what form submitters will see when they begin entering the requested information.

How to share an Asana form

Creating an Asana form is a fairly simple process, as the platform has a very easy-to-use interface. Now that you’ve created the perfect form, it’s time to share it with others.

As soon as you click on the Done button after finishing the form, the “Copy Form Link” button will appear in the upper right corner of the window. All you need to do is follow two steps to share it.

1. Click the “Copy form link” button and copy it to your clipboard.
   
2. Paste the link to an email or to all Asana teammates.
   

When a submitter completes the form, they will see a confirmation message on the screen letting them know that the form was successfully submitted.

Frequently asked questions

Is Asana free?

A free version of Asana is available that offers several of the top features such as portfolios, start dates, task assignment, and more. However, this version of Asana does not offer “Forms” as a feature.

To get access to creating custom forms, you will need to sign up for a paid subscription plan. The Premium plan costs $13.49 per person, per month, and the Business plan costs $30.49 per person, per month. For the Enterprise plan, you will need to contact Asana directly and request a quote.

Can you have multiple forms per project in Asana?

Yes, you can create more than one form for a single project in Asana, although you will need to be on a Business or Enterprise plan to access this feature.

This functionality allows you to consolidate different types of input for a project and generate the most valuable information.

What are the most common uses of Asana shapes?

Asana forms can be used in a variety of ways, but asking for feedback on a specific issue is probably the most common.

The purpose of the form may vary depending on the type of business. Asana forms are useful for issuing creative requests, submitting bug reports, getting customer feedback, or tracking IT errors.

Can you add a custom form cover in Asana?

If you can. Your Asana form can look perfect by adding a custom cover page. The process is super simple as you will see “Add Cover Image” at the top of the form as soon as you click the “Create a Form” button.

You can upload an image from your device, perhaps a company logo or an image related to a specific project, allowing submitters to get an instant hint about the form.

Navigating Asana Forms like a pro

Creating forms may not seem like the most fun you can have, but with Asana it’s a relatively fun task. Numerous customization options and form branches allow you to get creative with forms and get precisely the information you need to move the project forward.

Keep in mind that Asana forms are only available to those with a paid subscription, so if you want to create valuable forms, you’ll need to choose a plan.

You’ll be able to share your Asana forms quickly and they can even be duplicated, so you won’t have to start from scratch every time you need to ask your teammates a specific question.